Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.

Market Insights

Latest market numbers

Catch up on today's moves

By Staff |January 30, 2024

1 min read

Economic Indicators

Canada facing recession, but it’s not the end of the world: Desjardins

Lagging effect of higher rates likely to bite this year, report says

By Staff |January 22, 2024

1 min read

Industry

Blackstone buys Toronto rental development company

Tricon Residential will go private in a US$3.5-billion deal

By The Canadian Press and Staff |January 19, 2024

1 min read

Industry

Early adopters to start nature risk disclosures

More than 100 financial firms have committed to the TNFD recommendations

By Staff |January 16, 2024

1 min read

Industry

Industry moves: Jeff Macoun to retire after four decades with Canada Life

Plus, Women in Capital Markets names new chief executive

By Staff |January 16, 2024

1 min read

Policy

As Canadians cut back, mortgage holders say they can make higher payments: BoC survey

Consumers have changed their spending habits in response to higher inflation, interest rates

By Nojoud Al Mallees, The Canadian Press and Staff |January 15, 2024

1 min read

Industry News

Industry moves: Alts firm Accelerate appoints Kevin Gopaul as special advisor

Plus, Ontario Teachers' makes executive appointments

By Staff |January 12, 2024

1 min read

Industry

Canadian IPO activity fell to drought levels in 2023

Only $202 million was raised in 51 initial public offerings, according to market research firm

By Staff |January 3, 2024

1 min read

Market Insights

Canadian pension plans finish year in strong position

The solvency ratio declined, however, as yields dropped

By Staff |January 2, 2024

1 min read

Industry

Brokerage app Webull launches in Canada

Discount brokerage offers Canadian and U.S. equities

By Staff |January 2, 2024

1 min read

News

Aon to acquire NFP in major brokerage merger

NFP had recently expanded its wealth management capabilities

By Staff |December 20, 2023

1 min read

Tax News

IRS to waive penalties for people owing back taxes for 2020, 2021

The relief could be good news for U.S. persons in Canada

By Fatima Hussein, The Associated Press and Staff |December 20, 2023

1 min read

Industry

FP Canada announces CFP exam results for October

The sitting was the largest this year, with more in-person candidates

By Staff |December 19, 2023

1 min read

Economic Indicators

Provincial credit ratings to remain stable in 2024, predicts DBRS

The ratings agency says the provinces have strong fiscal discipline

By Staff |December 15, 2023

1 min read

Economic Indicators

Jobless rate stable in October: OECD

Unemployment has since increased in Canada, but declined in the U.S.

By Staff |December 14, 2023

1 min read

Economic Indicators

International investment position edges up: StatsCan

Foreign exchange gains offset by equity, bond market weakness

By Staff |December 12, 2023

1 min read

Tax News

Essential tax numbers: updated for 2024

Use this handy list of tax numbers as a quick reference

By Staff |December 1, 2023

1 min read

Industry

BMO sees higher cost savings ahead thanks to Bank of the West, cuts to real estate

The bank expects synergies of US$800 million — up 20% from a previous estimate

By Ian Bickis, Canadian Press and Staff |December 1, 2023

1 min read

Industry

National Bank reports Q4 profit up from year ago, raises quarterly dividend

Profit in wealth management was down 20%

By The Canadian Press and Staff |December 1, 2023

1 min read

Planning and Advice

FP Canada announces latest QAFP exam results

The October sitting had 57 candidates

By Staff |November 30, 2023

1 min read

More Columnists

Ben Felix

Planning and Advice

What is a safe withdrawal rate in retirement?

November 28, 2023|4 min read

Coreen Sol

Unravelling confirmation bias

December 15, 2023|2 min read

Why less is more when it comes to investment decisions

October 25, 2023|3 min read

Sam Sivarajan

Planning and Advice

Understanding clients means helping them feel in control

December 20, 2023|3 min read

How our five brains affect financial advice

October 23, 2023|3 min read

Catherine Hung

Tax & Estate

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read

Matt Trotta

Tax & Estate

RRSPs and estate administration

November 15, 2023|6 min read

RESPs and blended families

August 30, 2023|5 min read

Mark Rosen

Investments

Advisors should be wary of conflicts when reviewing stock ratings

December 15, 2023|3 min read

Some energy firms are quietly separating their ESG businesses

September 15, 2023|3 min read