Planning and Advice

Don’t let FOMO from social media affect your investing decisions, experts say

While not a new phenomenon, "social media puts FOMO on steroids,'' Neil Gross says

By Leah Golob, The Canadian Press |December 21, 2021

3 min read

Inflation lessons from history

It’s time to stress-test client portfolios

By Jim Otar |December 17, 2021

3 min read

Younger investors more likely to drop advisors, embrace DIY investing

The appetite for professional financial advice breaks sharply along generational lines

By Leah Golob, The Canadian Press |December 14, 2021

4 min read

As omicron looms, ‘weary’ clients may need some TLC

Emotions can run high amid quick corrections, advisor says

By Katie Keir |December 2, 2021

3 min read