Industry

Why you should build a diverse team

Our industry is undergoing a fundamental shift in how we advise clients. There will likely be more emphasis on a full wealth management approach, rather than just portfolio management. So advisors need to adapt.

By Craig White and Grant White |April 24, 2015

3 min read

CRA says clients can put more into TFSAs now

A CRA spokesperson has confirmed to Advisor.ca that clients can start taking advantage of the increased $10,000 contribution limit for the TFSA immediately.

By Staff |April 23, 2015

1 min read

OSC releases study on fixed-income markets

The Report is based primarily on publicly-available data and presents a fact-based snapshot of the fixed-income market in Canada. It’s the first phase of the OSC’s review of the fixed-income market and delivers on a commitment in the OSC’s Statement of Priorities to better understand this market.

By Staff |April 23, 2015

2 min read

Should clients use the lower RRIF withdrawals?

While industry experts agree the move is a victory, it’s a small one at that. Find out why.

By Suzanne Sharma |April 22, 2015

4 min read