• Lines of communication

    For Sun Life Financial’s Chris Poole, running a successful practice means earning clients’ respect through regular contact

  • Balancing act

    Former Finance Minister Joe Oliver reveals why he decided to return to Bay Street after his time on Parliament Hill

  • How advisors are helping clients spend with confidence

    MacKenzie Investments survey reveals Canadians’ spending confidence levels and their reasons behind it

  • 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

  • New challenges

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