Columns

Jamie Golombek

CRA confirms its approach to interest deductibility

November 6, 2024 Jamie Golombek
CRA signage
Susan Silma

The new retirement requires a new approach

October 16, 2024 Susan Silma
Happy mature woman holding hands with her family while moving up the hill towards their picnic place.
Tashia Batstone

A time of transition for the financial planning profession

October 11, 2024 Tashia Batstone
old way, new way
David Reeve

Addressing internal challenges to wealth firms’ growth

October 2, 2024 David Reeve
Computer with financial growth
Ellen Bessner

Don’t go down with your client’s ship

September 30, 2024 Ellen Bessner
Stormy waters

Enhancing portfolio construction with factor investing

September 23, 2024 Michael Nairne
portfolio construction
Mary Hagerman

Celebrating 10 years of ETF-based portfolio returns

September 10, 2024 Mary Hagerman
Mélissa Sabourin and Mary Hagerman read The Black Belt Investor in French and English
Susan Silma

A better way to meet compliance disclosure requirements

August 21, 2024 Susan Silma
client meeting

In both estate administration and angling, it pays to prepare for the unexpected

August 20, 2024 Michael Kulbak
Rock bass biting a lure
Tashia Batstone

To deliver value, financial planners must move beyond tech assumptions

August 19, 2024 Tashia Batstone
Handshake between robot and human, AI generated image
David Reeve

Capturing the mass affluent wealth segment

July 29, 2024 David Reeve
Texting hands
Ellen Bessner

No note-taking requirements in CFRs? Think again!

July 26, 2024 Ellen Bessner
confusion