Plus, executor, POA training and iA Financial-RF Capital tie-up  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌   ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 
Saturday, August 2, 2025

Business leaders are worrying about two things, a lot

Canadian business executives are an anxious lot, according to the latest findings of the Conference Board of Canada’s Index of Business Confidence. Only once in the study’s 11-year history has the result been this poor — the first quarter of 2020, as Covid took hold.

The index fell 1.5 points to 63, relative to the 2014 baseline score of 100. It has been on the wrong side of 80 for more than three years now. The most recent survey was in field June 23 to July 11.

Continue reading.

Kevin Press
EDITORIAL DIRECTOR
Kevin Press is editorial director for Advisor.ca and its sister publication, Investment Executive. Reach him at kevin@newcom.ca

Opinion: Clients who act as executors or powers of attorney need training

Acting as a power of attorney (POA) or executor comes with serious responsibilities. Mark O’Farrell and Barb Amsden make a compelling case that Canadians need access to a self-study program to help them understand those duties.

IA Financial Corp. to buy RF Capital Group for $597M

Last week Investment Planning Counsel and Harbourfront Wealth Holdings both announced separate acquisitions in the wealth management space. This week, IA Financial Corp. said it would buy RF Capital Group for $597 million, as Jonathan Got reported in a pair of stories.

Lawyer goofs, must cover client’s inheritance

A B.C. court has ordered damages against a lawyer who failed to file an application on behalf of a client that sought to vary his mother’s will. James Langton reports on the decision, and how the court arrived at the final figure.

You are not a commodity

What makes you different? For most advisors, it’s a tough question to answer, but taking the time to build a clear niche can build trust and authority. Robin Riviere shares 10 tips to help you clarify your value proposition.

The Magic Number

 

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