The Canadian luxury tax is here—are your clients prepared? Find out how what vehicles are affected and what this means for your business
Canadian bank stocks remain a cornerstone of many client portfolios. Here's a list of the top performers to guide you towards smarter, more resilient investment decisions in a changing market
What are mutual funds, and how can you simplify them for your clients? Get clear, simple explanations tailored for Canadian investors in this guide
How can life insurance become a powerful financial tool for high-net-worth Canadians? This guide lists strategies for tax efficiency, estate planning, and legacy protection
Learn how health insurance for high-net-worth individuals helps in wealth preservation. This article can guide your clients in finding the right policies
Wondering if the LLQP course is essential to your career as a financial planner? Check out this guide to find out how it can push your career to the next level
Discover the best-performing Canadian mutual funds for this year. This expert guide can help you analyze top funds, performance metrics, and market outlook
Get to know Canada’s wealthiest people. Find out how they built and manage their fortunes, and where they rank among their peers
Explore the best REITs to invest in Canada, offering top performance, stable dividends, and diversification to grow your real estate portfolio year-round
Discover the pros and cons of being a DIY investor in Canada. Learn how to get started, choose the right tools, and build a successful self-directed investment portfolio