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Planning and Advice

Adjusting cash-flow plans for financial windfalls

Four ways to help clients maximize extra money

By Stephanie Holmes-Winton |March 3, 2026

3 min read

Policy

Economic uncertainty must not become financial market instability: Macklem

The central bank governor says the rise of non-bank players in debt markets is a key risk

By Craig Lord, The Canadian Press |March 4, 2026

2 min read

Economic Indicators

Labour productivity, hours worked edge down in Q4

Labour productivity up 1.1% for the year 2025: Statistics Canada

By Jonathan Got |March 4, 2026

1 min read

Economic Indicators

February auto sales drop 0.2% amid trade, economic volatility: DesRosiers

The consulting firm estimates 122,000 vehicles were sold during the month

By The Canadian Press |March 4, 2026

1 min read

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Featured Podcast

Episode 2.3 with Stephanie Wolfe

Stephanie Wolfe shares research Global X Investments Canada commissioned on the popularity of financial influencers and what that means for advisor-client relationships.

Episode 2.3 with Stephanie Wolfe Article Learn more → →
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Expert Advice

How can investors capitalize on resource optimization?

As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for the 10-year-old NEI Environmental Leaders Fund.

How can investors capitalize on resource optimization? NEI Investments

Tax Strategies

Advisor to Client: Tax season can bring some respite to parents with credits, deductions

Parents who don’t file their taxes by the April 30 deadline are at risk of losing Canada Child Benefit payments

By Ritika Dubey, The Canadian Press |March 4, 2026

3 min read

Regulation

CIRO’s tenure plan tests the meaning of independent

Term limits matter, now more than ever for the self-regulatory organization

By Harvey Naglie |March 3, 2026

3 min read

Regulation

Scotia reaches NSF fees class action settlement

Proposed settlement faces court approval hearing in June

By James Langton |March 3, 2026

1 min read

Industry

Tech roundup: Toronto wealthtech launches AI operating system

Plus, Canadian fintech investment moderates to US$2.4B in 2025

By Jonathan Got |March 3, 2026

3 min read

Economy

Mideast war driving up Europe natural gas prices, highlighting Canada’s potential

Reliability, stability of Canada as an energy producer make it a partner of choice for Europe, Asia: policy analyst

By Lauren Krugel, The Canadian Press |March 3, 2026

3 min read

Economic Indicators

Rising foreign investment in Canada doesn’t tell the whole story, economists say

FDI hit $96.8B last year, the highest level since 2007

By Craig Lord, The Canadian Press |March 3, 2026

3 min read

Featured Columnists

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Stephanie Holmes-Winton Headshot Image

Stephanie Holmes-Winton

Planning and Advice

Adjusting cash-flow plans for financial windfalls

March 3, 2026|3 min read

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Kevin Press

Industry

TikTok would be a better place with more financial advisors

February 27, 2026|4 min read

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Neela White

Retirement is more expensive than your client thinks

February 27, 2026|4 min read

Regulation

Court case involving the regulatorsRegulationsMan stopping line of dominoes from falling

Class action against FSRA over PACE dismissed

By James Langton |March 2, 2026

CIRO issues series of guidance updates

By James Langton |February 24, 2026

FSRA pauses work on new licensing rule for MGAs

By Staff |February 23, 2026

All Podcasts →

Alternative credit hedges risk while boosting returns

FeaturingGino Di Censo | March 2, 2026

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Episode 2.3 with Stephanie Wolfe

February 26, 2026

Beyond AI, housing and industrials are set to surge

FeaturingNatalie Taylor, CFA | February 23, 2026

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Balance sheets beat hype in AI race

FeaturingMickey Ganguly | February 13, 2026

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Smarter exposure, safer outcomes: building resilient portfolios with Principal Protected Notes

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