Plus, Quebec firm wins case two decades later | Building a robust practice  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌   ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 
Saturday, November 22, 2025

Simon Chan is on Canadian Advisor.cast

Episode 1.2 of the Canadian Advisor.cast features Simon Chan, founder and CEO of Adapt with Intent and Advisor.ca’s longevity columnist. Since joining the platform in February, Chan has built a following among advisors who recognize that retirement planning has to evolve as Canadians live longer.

Chan talked about the need “to redesign many of the systems that we have in place — to modernize — so that they are there for a 100-year life.”

Keep 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

Back-office firm wrong to drop fund manager: court

More than two decades after the fact, the Quebec Superior Court has ruled that Felcom Data Services Inc. was in breach of its contract with TIP Investment Advisors Ltd.

When your practice’s growth outpaces its systems

Sabrina Castellano on the illusion of progress and the three pillars of effective systems for financial advisor practices.

Liberal tax promise tracker: Post–Budget 2025 edition

Michelle Schriver has pulled together a comprehensive rundown of tax proposals in legislation and notices of ways and means motions, along with a list of proposals there’s been no update on since our last report.

Edward Jones Canada to buy Fiduciary Trust Company of Canada

In a move designed to enhance its high-net-worth capabilities, Edward Jones Canada has announced plans to purchase Fiduciary Trust Company of Canada from Franklin Templeton.

The Magic Number

 

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