Practice

Financial delegators make the best clients

6 reasons why, and 5 ways to win their business

By Jeff Thorsteinson |March 19, 2026

5 min read

Canadians want to age in place, but they aren’t planning for it

Place planning is emerging as a critical dimension of longevity-ready advice

By Simon Chan |March 17, 2026

4 min read

Four advisors who are moving the needle on women and wealth

Leading with values, encouraging questions, empathy and education are all part of the solution

By Alisha Hiyate |March 6, 2026

7 min read

Preparing clients for an unplanned exit

It is the hidden gap in retirement planning — and more than half of Canadians fall in

By Robin Riviere |March 5, 2026

3 min read