News and resources for Canada's top financial advisors
Est. 1998
Maddie is a freelance writer and editor who has been reporting for Advisor.ca since 2019.
Market Insights
Bonds are showing signs of stabilizing
By Maddie Johnson |November 27, 2023
1 min read
Policy
CIBC's chief economist sees the Bank of Canada easing its policy in Q2 2024
By Maddie Johnson |November 20, 2023
Examining dividend sustainability is key
By Maddie Johnson |November 13, 2023
Tax Strategies
Golombek on tax-loss selling, charitable giving and managing the new AMT
By Maddie Johnson |November 6, 2023
Bond pain may be over as hiking cycle nears end
By Maddie Johnson |October 30, 2023
Technology
Firms look to make financial advice more efficient and client-focused
By Maddie Johnson |October 26, 2023
Responsible Investment Association report highlights continued demand for ESG standards amid uptick in portion of RI assets
Why tech giants are less vulnerable to high rates
By Maddie Johnson |October 23, 2023
Wider differentials provide opportunities
By Maddie Johnson |October 16, 2023
Regulation
C-suite change is slow for women, Indigenous people and those with disabilities
By Maddie Johnson |October 12, 2023
PM likes short-dated, high-quality bonds
By Maddie Johnson |October 11, 2023
Most of the sector maintains demand across economic cycles, PM says
CIBC’s chief investment officer discusses bonds, equities and currencies
By Maddie Johnson |October 6, 2023
Industry
With a new approach to monitoring, advisors can deepen connections and help clients set and achieve new goals
By Maddie Johnson |September 29, 2023
PM remains cautious but sees reason for optimism
By Maddie Johnson |September 18, 2023
Valuations and dividends make stocks attractive
By Maddie Johnson |September 11, 2023
The CFA Institute outlined trends for the next decade, including product personalization and active management
By Maddie Johnson |September 6, 2023
Risk management and diversification will be important in uncertain market
By Maddie Johnson |September 1, 2023
Value manager sees opportunities in second half
By Maddie Johnson |August 28, 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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