Columnists
Mark Rosen Image

Mark Rosen

What to do in the face of volatile share prices What to do in the face of volatile share prices

What to do in the face of volatile share prices

Advisors who take the correct course of action put themselves in the driver’s seat

September 10, 2024

3 min read

Should corporate caretakers be billionaires?

Runaway executive pay remains an intractable problem for investors

June 19, 2024

3 min read

Handling corporate proxy fights

When activist investors and boards go to battle, focus on your clients’ interests

March 14, 2024

3 min read

Advisors should be wary of conflicts when reviewing stock ratings

There may be more behind analysts’ recommendations

December 15, 2023

3 min read

Curtis Davis Image

Curtis Davis

Inheriting U.S. individual retirement accounts Inheriting U.S. individual retirement accounts

Inheriting U.S. individual retirement accounts

Make sure cross-border clients know the rules and avoid a tax surprise

December 5, 2023

4 min read

The cost of TFSA contributions for non-residents

Case study explains the consequences

September 27, 2023

3 min read

The gift of homeownership

Tax tips when tapping the Bank of Mom and Dad

March 31, 2023

3 min read

Inflation will affect tax brackets

Indexing helps your clients’ after-tax income keep pace

November 7, 2022

3 min read

Wilmot George Image

Wilmot George

Mutual funds and segregated funds: 5 points to note for tax season (and beyond) Mutual funds and segregated funds: 5 points to note for tax season (and beyond)

Mutual funds and segregated funds: 5 points to note for tax season (and beyond)

Both are common, useful investments — but there are important nuances

March 12, 2026

6 min read

3 year-end tax planning strategies for investors

Tax-loss selling, TFSA withdrawals and a final RRSP contribution at 71

December 17, 2025

5 min read

Business succession planning

The benefits of planning and considerations for your client when choosing a successor

October 20, 2025

4 min read

Post-mortem planning for private company shares

Using the 164(6) loss carryback technique to avoid double taxation

August 13, 2025

7 min read

Jeff Thorsteinson Image

Jeff Thorsteinson

5 steps to building better centres of influence

Advisors need a more disciplined approach to professional referrals

May 14, 2026

6 min read

Nothing to fear, but fear itself

Financial advisors matter most when the going gets tough

April 29, 2026

5 min read

7 steps to a scalable practice

So many advisors think they have a growth issue — what they really have is a business-design problem

April 13, 2026

6 min read

Stephanie Holmes-Winton Image

Stephanie Holmes-Winton

You think your advice is valuable? Prove it

As CRM3 rolls in, advisors need to do more to prove their worth

May 12, 2026

3 min read

Adjusting cash-flow plans for financial windfalls

Four ways to help clients maximize extra money

March 3, 2026

3 min read

Turn clients’ resolutions into lasting financial wins

Help clients automate their financial resolutions so they can stick to them

January 7, 2026

4 min read

Harvey Naglie Image

Harvey Naglie

The OSC should do more on investor protection

The regulator was given a broader mandate in 2021 — its priorities are out of balance

May 12, 2026

4 min read

Regulators must strengthen OBSI

The latest independent review of the Ombudsman for Banking Services and Investments is its sixth in 20 years. It must be given binding authority

May 6, 2026

4 min read

Re: Bring back the four pillars

Bank-owned dealers are not too cautious for retail investors — last year's survey by regulators showed the opposite is true

May 4, 2026

2 min read

Jeff Cait Image

Jeff Cait

Demutualization, AI and the independent advisor

May 11, 2026|7 min read

The renewal I almost didn’t make

May 6, 2026|3 min read

Kevin Press Image

Kevin Press

Why do so many young investors love alts?

May 8, 2026|2 min read

Retirement plans ‘out of whack’: health futurist

May 1, 2026|3 min read

Daniel Collison Image

Daniel Collison

10 steps to winning business with estate planning

May 8, 2026|4 min read

Network prospecting

March 25, 2026|5 min read

Michael Campbell Image

Michael Campbell

Mike Banham Image

Mike Banham

4 new learnings on the intergenerational wealth transfer

April 29, 2026|3 min read

CRM3’s winners and losers

February 26, 2026|3 min read

Neela White Image

Neela White

Health-care costs threaten the intergenerational wealth transfer pt. 2

April 23, 2026|4 min read

Health-care costs threaten the intergenerational wealth transfer

April 17, 2026|4 min read

Robin Riviere Image

Robin Riviere

Benchmarking and peer groups: getting the comparison right

April 21, 2026|3 min read

Advisors don’t need more time — they need fewer bottlenecks

April 2, 2026|3 min read

Kevin Hayes Image

Kevin Hayes

The real reason your firm isn’t growing

April 15, 2026|4 min read

The hiring decisions shaping advisory firms in 2026

January 27, 2026|4 min read

Jim Lyons Image

Jim Lyons

AI is making it harder for clients to make decisions

April 6, 2026|3 min read

We made it to Newport

January 23, 2026|2 min read

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