Perspective

Letters to the Editor

Letter: OSC’s proposed disgorgement provisions are unfair and inadequate

December 3, 2024 Joseph Groia, with Sabrina Heaman 
Pile of money
David Reeve

Intergenerational wealth transfer can be captured with tech

November 27, 2024 David Reeve
Three-generation family takes a photo in a park
Ellen Bessner

Breaking up doesn’t have to be hard to do

November 22, 2024 Ellen Bessner
Illustration of two people shaking hands on two upward arrows
Columns

Help your client sell their beneficial interest in an estate

November 18, 2024 Michael Kulbak
Advisor meeting clients at their home
Letters to the Editor

Letter: A case for rethinking investor education

November 18, 2024 Harvey Naglie
credit card concern
Columns

It’s time to re-evaluate U.S. equities allocation

November 13, 2024 Michael Nairne
Wall street
Ellen Bessner

Breaking up is hard to do, Part 1

November 11, 2024 Ellen Bessner
Businesspeople arm wrestling
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