Practice

We made it to Newport We made it to Newport

Your Business

We made it to Newport

Five decades of sailing has taught me valuable lessons about leadership, planning and the power of managing your client’s perspective

By Jim Lyons |January 23, 2026

2 min read

Your client just had twins, now what? Your client just had twins, now what?

Planning and Advice

Your client just had twins, now what?

Balance retirement needs, evaluate insurance policies and figure out whether it’s worthwhile to have a stay-at-home parent

By Jonathan Got |January 22, 2026

4 min read

An advisor-led model puts you in competition with institutional managers An advisor-led model puts you in competition with institutional managers

Your Business

An advisor-led model puts you in competition with institutional managers

If you want to win the big clients, you have to beat the big competitors

By Robin Riviere |January 20, 2026

3 min read

Registered plan contributions, conversations in 2026 Registered plan contributions, conversations in 2026

Planning and Advice

Registered plan contributions, conversations in 2026

Use these tips to talk TFSAs, RRSPs and FHSAs in the new year

By Michelle Schriver |January 9, 2026

4 min read