More than half of the CFA Institute's U.S. members expect the results of the U.S. election to benefit business, survey reveals
Hi, I’m Melissa Shin, with Advisor.ca, and today we’re going to talk about supply and demand. Supply and demand are two important concepts in economics. But how do they affect your life? Supply and demand govern what you pay for everything from bread to cars to stocks and bonds. Let’s start with supply. Supply is […]
But before proceeding, understand the legalities
Tax and estate implications of this important exercise
It depends on where you’re based.
Provinces that are smaller than Ontario can't afford barriers in trucking, liquor sales and other sectors, says new report.
Creating complementary offerings can help clients take full advantage of your expertise.
Research shows that most Canadians aren’t prepared for retirement, and a recent BMO report reveals business owners are no different. In fact, they’re considering increasing savings or selling their businesses to help reach their retirement goals. Read: Changes to corporation taxation: what you need to know The report’s highlights include: Many business owners (72%) have […]
It’s the dream that dare not speak its name: calling it quits at the big firm and heading out on your own. According to an article in Bloomberg, it’s a dream that’s becoming reality for more and more U.S. advisors. The article reports independent registered investment advisors have more than doubled their AUM — to […]
Echelon Wealth Partners (EWP) has teamed up with Calgary-based portfolio manager Shaunessy Investment Counsel. The partnership will provide EWP clients access to the firm’s ETF portfolio platform. Read: Echelon loses advisors after acquisition, but made profit EWP will initially offer its clients Shaunessy’s proprietary Institutional Global Balanced Composite for investment accounts of at least $50,000. […]