• Wooing the next generation

    A lack of imagination could be setting you up to lose out on a massive intergenerational transfer of wealth, writes Andrew Khawam

  • The cannabis cash cow

    Better value in this emerging industry can be found south of the border, writes Nawan Butt

  • Tax-wise estate transfers

    The best thing advisors can do for bereaved clients is make the process of transferring assets stress-free and tax-efficient, writes Mike Connon

  • Taking a wider view

    Global awareness is changing the game for commodities traders writes Michael Yeung, and it’s up to Canadian to leverage it to move beyond their home bias

  • Bitcoin buyers beware

    Advisors who disregard the fundamentals of cryptocurrency do so at their own risk, writes Mike Connon

  • Self-serve investing

    Pumping your own gas has a lot in common with the changes coming to the wealth management industry, writes Dave Chellew

  • All that glitters

    As market volatility looms, there might be no time like the present to buy gold, writes Michael Yeung

  • Sinking into FAANGs

    Everyone loves a tale of rapid market gains, but these headlines often miss the real story, writes Kimberley Short

  • Passive gets aggressive

    For passive products, ETFs are starting to have quite an effect on corporate boardrooms, writes Talbot Babineau

  • Advising across generations

    Providing holistic advice requires being able to speak candidly to all members of a family, writes Jamie Suprun