News and resources for Canada's top financial advisors
Est. 1998
News
Katie is special projects editor for Advisor.ca and has worked with the team since 2010. In 2012, she was named Best New Journalist by the Canadian Business Media Awards. Reach her at katie@newcom.ca.
Industry
Leslie Byberg will oversee enforcement as the regulator looks for a new director
By Katie Keir |January 23, 2024
1 min read
Alongside Macoun's pending exit from Canada Life were changes at Wellington-Altus, Broadridge Financial and more
By Katie Keir |January 18, 2024
Steph Condra, coming from BMO Private Wealth, will pick up where former president Jordy Chilcott left off
By Katie Keir |January 10, 2024
Plus, new head of Fiera Canada, and IG Wealth focuses on recruitment
By Katie Keir |January 9, 2024
CIO Marc-André Lewis will become co-head of CI Global Asset Management as of Jan. 1
By Katie Keir |December 21, 2023
Joanna Rotenberg leaves Fidelity Investments, plus other moves
By Katie Keir |December 19, 2023
Key executives' presentations during the bank's 2023 investor day unveiled new strategies and initiatives
By Katie Keir |December 14, 2023
Ray Chun moves to personal banking and Tim Wiggan heads wealth management and insurance
By Katie Keir |December 11, 2023
Former Scotiabank head to lead new Ontario Infrastructure Bank, plus other news
By Katie Keir |December 8, 2023
Find ways to excel at the basics, panellists suggested at a CFA Society Toronto event
By Katie Keir |December 7, 2023
Industry News
In other news, two advisor teams joined Richardson Wealth's new Victoria-based office
By Katie Keir |November 30, 2023
Firms are puzzling out how to balance significant overhead costs with advisor support
By Katie Keir |November 21, 2023
Other developments this week include cuts at Manulife and several advisor team moves
By Katie Keir |November 15, 2023
Two wealth groups left Richardson Wealth, plus other notable moves across financial services
By Katie Keir |November 9, 2023
Multiple industry veterans made changes, plus Richardson Wealth's John Horwood retired
By Katie Keir |November 3, 2023
Retirements sparked changes across some firms
By Katie Keir |October 26, 2023
Approval came nine months after the firm filed its initial application
Laurentian Bank has announced further executive shifts following its leadership change earlier this month
By Katie Keir |October 11, 2023
Industry watchdogs can't "sit in an ivory tower" as they push for industry change, said Stan Magidson
By Katie Keir |October 5, 2023
The brokerage hopes to boost more than the bottom line by introducing multi-advisor offices
By Katie Keir |September 14, 2023
Planning and Advice
November 28, 2023|4 min read
December 15, 2023|2 min read
October 25, 2023|3 min read
December 20, 2023|3 min read
October 23, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
Investments
December 15, 2023|3 min read
September 15, 2023|3 min read
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