Cottage tax planning is no vacation: Advisors
As cottage buying season warms up, advisors and tax strategists should work with clients looking to purchase or pass along their vacation homes
Mackenzie Investments reveals new President and CEO
New leader takes control of Toronto-based company having built up 25 years’ experience
More Wealth Professional Award finalists revealed
Have you made the cut? Find out the names on the exclusive list of finalists for the latest set of awards
Finalists revealed for Wealth Professional Awards
It’s the biggest night of the year in the calendar of Canadian financial advisors – and now we can reveal the finalists
Sonia Edwards of Investors Group Financial Services is part of the Wealth Professional Canada Young Guns 2016.
Stephen Judd of Investors Group Financial Services is part of the Wealth Professional Canada Young Guns 2016.
There are options for advisors struggling with CASL
The new Canadian Anti-Spam Legislation has thrown advisors a few curveballs when it comes to reaching out to new and existing clients, requiring a re-think on how their email and databases should be utilized.
MFDA throws the book at Ontario advisor
The SRO hearing panel had no choice but to permanently ban a former Investors Group advisor who recommended leveraged investments for at least 10 clients without the approval of his employer making this one of the most ‘egregious’ cases the MFDA has ever heard.
Dealer group says ‘no’ to robo
While many large investment firms seem keen on adding a robo-advisor to their lineup of services an executive for a big independent has come out much against it.
Paul Desmarais, III
Paul Desmarais, III of Power Financial and Power Corporation is on Wealth Professional Canada's Hot List of 2015.