• 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

  • New challenges

    Sentry Investments’ new senior portfolio manager, Lieh Wang, reveals the career touchstones that helped shape his investment strategy

  • Embracing Change

    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?

  • Capital thinking

    Ottawa-based advisor Graeme D. Baird reflects on how his business has evolved to meet the changing needs of Canadians

  • Keep investing simple

    A complicated investment is any one that the client doesn’t understand – and that can result in more downside than upside, writes Markus Muhs

  • Change equals opportunity

    The year to come will bring change for advisors. Dave Nugent offers three ways to grow your bottom line by embracing it instead of fighting it

  • The law of unintended consequences

    The Know Your Product obligations proposed by the CSA have the potential to curtail choice to the detriment of consumers, writes Ryan Colwell

  • The rules of wealth

    Michael Lee-Chin has been through more than a few turbulent markets over the course of his storied career. As a result, he now extols the importance of having a good mix of liquid and illiquid assets in your portfolio

  • Why branding strategies fail

    Far too often a company’s shiny new branding strategy fails to live up to hopes and expectations. Jean-Luc Ambrosi explains the common reasons for failure, and what companies can do to get their branding strategies right