Columns

Opinion: Clients are more at risk than they realize

March 31, 2025 John De Goey
Europe stacks
Susan Silma

The power of proactive communication to reassure clients 

March 31, 2025 Susan Silma
female advisor on the phone

OneDigital in talks with ‘up to 50’ Canadian firms

March 28, 2025 Kevin Press
U.S. Canada flag
Ellen Bessner

Don’t waste economic and political uncertainty to show clients how you can shine

March 26, 2025 Ellen Bessner
Consumer concerns
Matthew Taylor

Ontario Court of Appeal allows crypto class action

March 24, 2025 Matthew Taylor
Client listening to a lawyer or advisor explaining issues

The onus is on advisory firms to support private market investments

March 21, 2025 Kevin Press
Private

Opinion: An investor perspective on Ontario Long-Term Funds

March 21, 2025 Ken Kivenko
Ontario

Anxious clients struggle with changes ‘hour to hour’

March 14, 2025 Kevin Press
Telephone
Steve Locke

Advisors can help investors navigate U.S. economic uncertainty

March 10, 2025 Steve Locke
Volatility likely to impact client portfolios in wake of Trump election victory
Michael Kulbak

Non-resident beneficiaries holding inherited property in Canada

February 18, 2025 Michael Kulbak
Apartment rent
David Reeve

Supercharge your practice with growthtech

February 17, 2025 David Reeve
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Tashia Batstone

Professional standards matter more than ever

February 11, 2025 Tashia Batstone
Smiling couple sitting at a table with an advisor, with laptop and papers.