Opinion

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

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

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

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

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

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