Blog: Choosing A Financial Advisor

Two years ago, PwC published a study on small and mid-size businesses providing financial advice in Canada. The report revealed there were about 80,000 financial advisors working in this segment, which accounted for $19 billion in GDP and 180,000 jobs. These are big...

Any HR professional will tell you that fit--both in terms of technical ability and shared values--is critical to hiring right for your business. The same rule applies to hiring an investment advisor. While there isn't necessarily a simple test you can administer to...

Every investor working with an advisor wants to feel confident that their hard-earned money is in competent hands. And that means finding an investment advisor who has a solid understanding of equity (stock) markets and industry trends.  Here are six key questions you...

You've identified a goal and are ready and able to get serious about saving money to achieve that goal. Maybe you're planning to purchase a home, funding post secondary education for your kids, imagining what you want retirement to look like or perhaps you've come...