Joshua Will has pulled off the side of the road to talk with me about real estate. He’s in the heart of rural southern Ontario, on his way to visit a property in one of the secondary markets that his real estate investment trust (REIT) favours. The president of Woodbridge, Ont.-based Virtus Capital Corporation and executive vice-president of capital markets for Virtus Diversified REIT is confident about the sector, but site visits are never a bad idea.

Mark Toren weighs in on BMO’s recent acquisition of independent wealth firm Burgundy Asset Management, outlining six stages we might see post-merger, and what they mean for client and advisor retention.

Managing finances can be a struggle for people with ADHD, including clients who are highly accomplished. Jordan Maxwell spoke to ADHD experts on how advisors can help.

The federal government has released long-awaited draft legislation detailing the expanded powers it wants to give CRA, trust reporting rules and more. Michelle Schriver dives into the details.

Fitch Learning, which is partnering with The Canadian Investment Regulatory Organization as an education provider ahead of the regulator’s launch of a new proficiency-based model, has acquired the Canadian Securities Institute. Michelle Schriver looks into the implications for industry education and licensing.