As the U.S. grapples with backlash against environmental, social and governance principles, and Canada’s securities regulators pause their work on mandatory climate disclosures, many investors are questioning the future of sustainable investing. The landscape is no longer

All advisors have been navigating rapid policy shifts since U.S. President Donald Trump took office, but those who specialize in cross-border planning have been especially affected by the changing Canada–U.S. relationship. “We are the busiest we’ve ever been,” says Kris

As we enter the dog days of summer, Globe Advisor asked top economists and advisors to recommend books that advisors should be reading this summer to understand the world and what their clients are experiencing. “We recommend not only those long, economic reads, but also those

Shiraz Ahmed, founder and chief executive officer of Sartorial Wealth Inc. in Toronto, was taught not to assume financial security is guaranteed. “The unspoken rule in our house was simple: if you wanted something beyond the basics, you had to earn it, so I started working part-time

Although trade talks are driving short-term market swings, money manager Laura Lau is leaning into a longer-term investing trend she believes will outlast the volatility: artificial intelligence. “Regardless of what Trump does and how the global economy performs, we believe AI is

The great wealth transfer is underway, with aging baby boomers passing their wealth onto the next generation. But another wealth transfer is emerging among aging advisors with hundreds of billions of dollars in client assets under management. “Part of the implicit contract we

Demographic trends are prompting more Canadians to seek advisors who understand their unique circumstances. For many advisors, the decision to focus on a specific niche stems from their lived experiences. That’s the case for Anna Golan-Reznick (Anna Golan-Reznick), a certified

Investors warmed to liquid alternative investments in the first half of 2025, with almost $9-billion flowing into these mutual funds and ETFs. “When this whole category launched, we saw pretty standard flows, but the last two quarters really exploded,” says Ian Tam, director of

Angie Beynon retired in 2015 at 52 years of age after working in information technology for 30 years. “Time is my most precious commodity, not my finances, and I felt there must be a better way to use my time,” she says. Ms. Beynon spoke with Brenda Bouw about volunteering at her

Money manager Ryan Bushell was running Canadian-based portfolios long before “Buy Canadian” became a thing this year. “Yes, Canada is only 3 to 5 per cent of the world’s GDP, but it’s a great 3 to 5 per cent,” says Mr. Bushell, president and portfolio manager at Newhaven Asset

The Canadian Investment Regulatory Organization (CIRO / OCRI) is giving order-execution-only dealers the go-ahead to offer more educational resources to do-it-yourself investors, including alerts, self-assessment tools and sample portfolios. Kelsey Rolfe reports on what’s changing

Investment industry advocacy associations are rebranding and refocusing their mandates as they adjust to an evolving marketplace and regulatory environment. In June, the Investment Industry Association of Canada (IIAC) changed its name to the Canadian Forum for Financial Markets

Succession planning has long been the Achilles’ heel of the wealth management industry – a startling gap for a profession built on planning for others. At the same time, the industry is experiencing an unprecedented wave of consolidation. The result? A perfect storm of capital,

Satvir Gill, senior wealth advisor and portfolio manager at Surrey, B.C.-based the Gill Group at ScotiaMcLeod, received a brown suit from his parents to wear to a wedding when he was about eight years old. “I would wear it on weekends and pretend to buy and sell things,” he says.

Taxpayers may get penalized for not reporting beneficial ownership information for a trust because they assume the Canada Revenue Agency (CRA) already has the information from a prior year. The issue arises for trusts that file a Schedule 15: Beneficial Ownership Information of a

Remember when 5G wireless mobile service was going to usher in the age of remote surgery and robot cars? “We still haven’t seen that wave of innovative new uses for the technology. 5G is still largely seen as a faster version of wireless services that came before it,” says Carmi

Michael Smith, 85, of Kelowna, B.C. retired in 1996 after working as a vice-president at London Life. “I got ‘Freedom 55,’ the company’s famous marketing slogan, but it was essentially a golden handshake as the company was being sold and needed to eliminate middle management

Unlike many real estate investors, Jeff Olin’s style has little to do with the old adage of “location, location, location” and more to do with finding market inefficiencies using a long-short strategy. On the long side, the co-founder of Toronto-based Vision Capital Corp. invests

A recent RBC Royal Trust survey revealed that three in 10 Canadians with a will haven’t discussed their plans with their family. This lack of communication “can lead to a mismatch in what parents are thinking and their kids are thinking,” says Anthony Maiorino, head of RBC

Creative assets can be worth millions, yet often remain dangerously unguarded. For high-net-worth clients, overlooking intellectual property (IP) in a wealth plan can mean losing not just a fortune, but also control over their legacy. Today, IP includes far more than patents,