The case for certification
Lack of trust is leading Canadians to forgo much needed financial advice, writes Cary List, but there is a way for the industry to build credibility
Advisors: fight the ban
Advisors can help keep financial advice accessible to all Canadians, writes Advocis president Greg Pollock, by opposing the proposal banning embedded commissions
The case for better education
Regulators aiming to clean up the industry should cast an eye on the dearth of qualifications required for advisors, writes Ludmil Natchev
When clients get the axe
Jackie Porter outlines how to bulletproof your clients' finances for sudden unemployment
Foreign Investors: How to purchase property in Australia
The Australian property market offers a plethora of opportunities to investors. Australia itself is synonymous with stability, rich employment opportunities, world leading healthcare, efficient public transport, stunning landscapes, and iconic infrastructure. Investing in property in Australia is considered a relatively safe investment with steady capital gains and ultimately, returns.
All in the mind
The emotional and psychological side of managing money is the great unsung obstacle for clients who would rather avoid the whole process, writes David Maynard
Sentry Investments’ new senior portfolio manager, Lieh Wang, reveals the career touchstones that helped shape his investment strategy
AGF Management CEO Blake Goldring discusses the firm’s ongoing reboot as it celebrates its 60th anniversary this year
Are Canadians saving enough for retirement?
Between spiralling real estate prices and growing debt loads, are consumers neglecting to save for their later years?
Ottawa-based advisor Graeme D. Baird reflects on how his business has evolved to meet the changing needs of Canadians