Leo is currently a journalist at Wealth Professional.
With a Master’s degree in Applied Business economics, Leo is a seasoned finance reporter who has published his insights across Canada, USA and Asia. He now writes news, features and profiles for Canada’s leading finance title, Wealth Professional Canada. Leo’s specialty areas include financial regulation, real estate news and insurance.
Is performance fixation getting in the way of retirement plans?
Fixating on investment returns can be a fool’s game, especially when considering numerical realities
OSC to support province’s ‘open for business’ agenda
The watchdog’s stated priorities include burden reduction, promotion of innovation, and a move toward national securities regulation
Analysis paralysis in ESG amid tsunami of scoring methods
The sheer diversity across firms grading companies is leading to disagreement and confusion
Canadian private-capital industry lagging in diversity
New evidence indicates need for organizations to embed best practices supporting representation
How to incorporate water concerns in investment portfolios
As water-stress exposure emerges as a potential ESG theme, investors must consider key questions
Watch out for red flags on wealth tax, experts warn
Calls to address inequality are rising, but policy-makers may be better off not following that path
How asset managers could create a people-powered edge
Asset-management firms that focus more on culture, wide knowledge, and values stand to get ahead
The growing promise from affluent individuals
This rich segment is set for stellar growth, but wealth firms have a lot of cleaning up to do before they can win their business
Advisors must collaborate with clients on impact investing, finds survey
A number of barriers and gaps between the two groups stand in the way of greater adoption
Two suspects behind value’s apparent death
The search for under-appraised stocks may have become futile thanks to trends not captured by the value model