Industry news

As Trump upends tax treaties, advisor says 'now's the time' to talk to clients

Proposals in "One Big Beautiful Bill Act" could see far higher taxes paid by Canadians on US investments, cross-border advisor calls says it's time to build contingencies

As Trump upends tax treaties, advisor says 'now's the time' to talk to clients

Building a family practice

How eleven years as a couple inform the way Philippe and Lee-Ann D'Astous build their advisory practice together

Building a family practice

How Charli AI is Revolutionizing Wealth Management with AI

Learn how Charli AI's tools are empowering wealth advisors with real-time insights

How Charli AI is Revolutionizing Wealth Management with AI

5-Star Advisors 2025: Wealth Professional honours Canada's top financial leaders

Wealth Professional names 50 standout advisors shaping the future of client-first financial advice

5-Star Advisors 2025: Wealth Professional honours Canada's top financial leaders

US trade tension pushes over half of Canadian companies to cut capital

KPMG survey finds 54% of companies cut R&D and capital spending amid tariff-driven uncertainty

US trade tension pushes over half of Canadian companies to cut capital

Scotiabank flags shift in market sentiment as Canadian dollar edges toward 74 cents US

Shaun Osborne says loonie may end 2024 at 72 cents US as weak greenback disrupts usual patterns

Scotiabank flags shift in market sentiment as Canadian dollar edges toward 74 cents US