Dr. Roberta Wilton

Making sense of the “alphabet soup”

Canada’s advice credentials landscape, with its diverse mix of designations and organizations that provide them, has been criticized for its complexity. Some industry experts see the “alphabet soup” as a barrier to understanding the role and value of financial advice credentials.

By Dr. Roberta Wilton |December 6, 2011

7 min read

Planning and Advice

Strategies for HNW clients

The demand for strategic wealth management in Canada is on the rise. Affluent Canadians are looking for advisors who can understand their complex financial and non-financial needs, beyond investment and financial planning.

By Dr. Roberta Wilton |August 29, 2011

6 min read

Planning and Advice

Specialist or generalist? Which path to success?

To specialize or to generalize? This question faces financial advisors at different stages of their careers, from getting that first customer service job after college to mid-life transitions that fulfill one’s true professional calling. There is no right or wrong answer.

By Dr. Roberta Wilton |May 31, 2011

4 min read