Advisor News - The Globe and Mail

Why ethics could become a key differentiator in an AI age

The CFA Institute’s Mona Naqvi says the investment profession is ‘moving from information stewardship to intelligence stewardship’

Ai trading concepts. 3D render

Ai trading concepts. 3D render

5 min read

This advisor uses her early passion for teaching to help clients understand their finances

Linda Shick, senior portfolio manager and senior wealth advisor with Family Wealth Counsel Advisory Group at Raymond James Ltd. in Toronto.

Linda Shick, senior portfolio manager and senior wealth advisor with Family Wealth Counsel Advisory Group at Raymond James Ltd. in Toronto.

Linda Shick, senior portfolio manager and senior wealth advisor with Family Wealth Counsel Advisory Group at Raymond James Ltd. in Toronto.

4 min read

opinion

Canada’s exit tax is not an extra tax

Mark McGrath

Un véhicule traverse le pont international Gordie-Howe à Windsor, en Ontario, lors de la première journée d'ouverture à la circulation, le lundi 27 juillet 2026. LA PRESSE CANADIENNE/Dax Melmer

Un véhicule traverse le pont international Gordie-Howe à Windsor, en Ontario, lors de la première journée d'ouverture à la circulation, le lundi 27 juillet 2026. LA PRESSE CANADIENNE/Dax Melmer

Un véhicule traverse le pont international Gordie-Howe à Windsor, en Ontario, lors de la première journée d'ouverture à la circulation, le lundi 27 juillet 2026. LA PRESSE CANADIENNE/Dax Melmer

4 min read

August is almost here. Time to cram in that summer reading

"a young woman reads a book while sitting on a dock, at sunrise on a small lake near Danbury, Wisconsin, USA."

"a young woman reads a book while sitting on a dock, at sunrise on a small lake near Danbury, Wisconsin, USA."

"a young woman reads a book while sitting on a dock, at sunrise on a small lake near Danbury, Wisconsin, USA."

3 min read

Court rules executor liable for estate still incomplete after 19 years

The words about the layout of the property are written on a notebook on a document.

The words about the layout of the property are written on a notebook on a document.

The words about the layout of the property are written on a notebook on a document.

4 min read

More articles

August 7, 2026

Ai trading concepts. 3D render

Ai trading concepts. 3D render

globe advisor weekly newsletter

Why ethics could become a key differentiator in an AI age

5 min read

August 5, 2026

Linda Shick, senior portfolio manager and senior wealth advisor with Family Wealth Counsel Advisory Group at Raymond James Ltd. in Toronto.

Linda Shick, senior portfolio manager and senior wealth advisor with Family Wealth Counsel Advisory Group at Raymond James Ltd. in Toronto.

behind the advice

This advisor uses her early passion for teaching to help clients understand their finances

4 min read

August 5, 2026

Un véhicule traverse le pont international Gordie-Howe à Windsor, en Ontario, lors de la première journée d'ouverture à la circulation, le lundi 27 juillet 2026. LA PRESSE CANADIENNE/Dax Melmer

Un véhicule traverse le pont international Gordie-Howe à Windsor, en Ontario, lors de la première journée d'ouverture à la circulation, le lundi 27 juillet 2026. LA PRESSE CANADIENNE/Dax Melmer

opinion

Canada’s exit tax is not an extra tax

Mark McGrath

4 min read

July 31, 2026

"a young woman reads a book while sitting on a dock, at sunrise on a small lake near Danbury, Wisconsin, USA."

"a young woman reads a book while sitting on a dock, at sunrise on a small lake near Danbury, Wisconsin, USA."

globe advisor weekly newsletter

August is almost here. Time to cram in that summer reading

3 min read

July 30, 2026

The words about the layout of the property are written on a notebook on a document.

The words about the layout of the property are written on a notebook on a document.

Court rules executor liable for estate still incomplete after 19 years

4 min read

July 30, 2026

MABERLY — Marc Séguin, 66, photographed at his cottage near Perth, Ont., Tuesday, July 24, 2026. After retiring in 2019 following a career in technology business development, Séguin wrote Advocacy in Aging and now speaks about the importance of planning for aging while remaining active through volunteering and outdoor pursuits.

Photo by Ashley Fraser, Globe and Mail

MABERLY — Marc Séguin, 66, photographed at his cottage near Perth, Ont., Tuesday, July 24, 2026. After retiring in 2019 following a career in technology business development, Séguin wrote Advocacy in Aging and now speaks about the importance of planning for aging while remaining active through volunteering and outdoor pursuits.

Photo by Ashley Fraser, Globe and Mail

tales from the golden age

Why this former tech worker wrote a book on health care and estate planning in retirement

3 min read

July 27, 2026

man reading book while sitting on pile of books,knowledge concept,illustration painting

man reading book while sitting on pile of books,knowledge concept,illustration painting

Summer reading for ambitious advisors

5 min read

July 24, 2026

TOPSHOT - People walk near the Nasdaq headquarters as US President Donald Trump prepares to open the stock market remotely from The Oval Office in The White House, in New York, on July 6, 2026. The New York Stock Exchange and Nasdaq were opened remotely by US President Donald Trump to mark the launch of Trump investment accounts for children. (Photo by CHARLY TRIBALLEAU / AFP via Getty Images)

TOPSHOT - People walk near the Nasdaq headquarters as US President Donald Trump prepares to open the stock market remotely from The Oval Office in The White House, in New York, on July 6, 2026. The New York Stock Exchange and Nasdaq were opened remotely by US President Donald Trump to mark the launch of Trump investment accounts for children. (Photo by CHARLY TRIBALLEAU / AFP via Getty Images)

globe advisor weekly newsletter

How one cross-border accountant views Trump accounts

4 min read

July 23, 2026

Young adult Asian woman holding smartphone with sports betting app while sitting with diverse group of young adults watching soccer match on television, snacks and drinks on table

Young adult Asian woman holding smartphone with sports betting app while sitting with diverse group of young adults watching soccer match on television, snacks and drinks on table

With growth of sports betting and prediction markets, how are winnings taxed?

4 min read

July 23, 2026

Shawn Filion, senior wealth management advisor at Desjardins Securities Inc.

Shawn Filion, senior wealth management advisor at Desjardins Securities Inc.

behind the advice

This advisor dreamed of a career in finance as a teen, so he put up a CA recruitment poster on his bedroom wall

4 min read

July 22, 2026

Business owners must examine many factors, including tax regimes, labour rules, availability of skilled workers, real estate prices, supply chain impacts, customs impacts, legal expenses and financing expenses before moving manufacturing to the U.S. THE CANADIAN PRESS/Rob Gurdebeke

Business owners must examine many factors, including tax regimes, labour rules, availability of skilled workers, real estate prices, supply chain impacts, customs impacts, legal expenses and financing expenses before moving manufacturing to the U.S. THE CANADIAN PRESS/Rob Gurdebeke

Challenges abound for Canadian business owners looking to move manufacturing to the U.S.

5 min read

July 21, 2026

U.S. President Donald Trump rings the opening bell for the New York Stock Exchange and Nasdaq during an event to mark the launch of Trump accounts in the Oval Office at the White House in Washington, D.C., on July 6. REUTERS/Evan Vucci/File Photo

U.S. President Donald Trump rings the opening bell for the New York Stock Exchange and Nasdaq during an event to mark the launch of Trump accounts in the Oval Office at the White House in Washington, D.C., on July 6. REUTERS/Evan Vucci/File Photo

Cross-border advisors split on Trump accounts for children of Americans living in Canada

4 min read

July 20, 2026

The Bay Street Financial District is shown with the Canadian flag in Toronto on Friday, Aug. 5, 2022.THE CANADIAN PRESS/Nathan Denette

The Bay Street Financial District is shown with the Canadian flag in Toronto on Friday, Aug. 5, 2022.THE CANADIAN PRESS/Nathan Denette

CIRO proposals on advisor incorporation receive early mixed reviews

4 min read

July 17, 2026

Comment Illustration. Retirement. We'll keep working, and we'll like it. Age 65 is no longer the exhausted tail end of life. Older people live longer, healthier and happier lives when they remain on the job. Credit: Anthony Jenkins / The Globe and Mail

Comment Illustration. Retirement. We'll keep working, and we'll like it. Age 65 is no longer the exhausted tail end of life. Older people live longer, healthier and happier lives when they remain on the job. Credit: Anthony Jenkins / The Globe and Mail

globe advisor weekly newsletter

Little-known OAS pension rule prevents deferral double dipping

5 min read

July 16, 2026

Shelagh Barrington, 73, is pictured in the Henry Moore Sculpture Centre at the Art Gallery of Ontario (AGO) in Toronto on July 10, 2026. Shelagh retired at age 48 from a career in finance, and has been volunteering at the AGO for over 25 years.(Laura Proctor/The Globe and Mail)

Shelagh Barrington, 73, is pictured in the Henry Moore Sculpture Centre at the Art Gallery of Ontario (AGO) in Toronto on July 10, 2026. Shelagh retired at age 48 from a career in finance, and has been volunteering at the AGO for over 25 years.(Laura Proctor/The Globe and Mail)

How this senior forced herself to slow down in retirement after an intense career

3 min read

July 15, 2026

Cut fee, reduce service charge to be paid, low cost mutual fund or index fund with low fee, waiver in financial expense concept, smart businessman investor using scissor to cut the word FEE.

Cut fee, reduce service charge to be paid, low cost mutual fund or index fund with low fee, waiver in financial expense concept, smart businessman investor using scissor to cut the word FEE.

How AI is putting pressure on the advisor fee model

4 min read

July 13, 2026

TONY GENUA
SENIOR VICE-PRESIDENT AND PORTFOLIO MANAGER, AGF INVESTMENTS INC, April 2024

TONY GENUA
SENIOR VICE-PRESIDENT AND PORTFOLIO MANAGER, AGF INVESTMENTS INC, April 2024

on the move

On the Move: Tony Genua comes out of retirement to join Ninepoint

5 min read

July 12, 2026

Young accountants or financial analysts focussing on their work in a modern, brightly lit office. Five things an adviser should discuss with clients about their statements

Young accountants or financial analysts focussing on their work in a modern, brightly lit office. Five things an adviser should discuss with clients about their statements

CIRO releases proposals to allow investment advisors to incorporate

3 min read

July 10, 2026

globe advisor weekly newsletter

Active management drives big ETF numbers in H1

3 min read

July 9, 2026

Harbourfront Group founder and executive chair Danny Popescu, pictured in Vancouver in 2022, says the latest investment validates the firm's business model.

Harbourfront Group founder and executive chair Danny Popescu, pictured in Vancouver in 2022, says the latest investment validates the firm's business model.

Harbourfront Wealth says it will return $1-billion to shareholders after U.S. private equity deal

3 min read

July 8, 2026

Jennifer Tozser, senior wealth advisor and portfolio manager with Tozser Wealth Management at National Bank Financial Wealth Management in Calgary.

Jennifer Tozser, senior wealth advisor and portfolio manager with Tozser Wealth Management at National Bank Financial Wealth Management in Calgary.

behind the advice

This advisor started out in a bank call centre before becoming a portfolio manager

3 min read

July 6, 2026

Financial planning by saving and investing money for future profits

Financial planning by saving and investing money for future profits

Louai Bibi’s plan for FIRE couple with complex needs wins financial planning award

3 min read

July 3, 2026

Wei Ding is photographed at ClearOne Badminton Centre in Calgary, Alta., on Tuesday, June 30, 2026. Ding retired at age 50 in 2018 after achieving a long-term financial goal. He and his wife, Hong Yao, who retired last year, regularly play badminton together. (Sarah B. Groot/The Globe and Mail)

Wei Ding is photographed at ClearOne Badminton Centre in Calgary, Alta., on Tuesday, June 30, 2026. Ding retired at age 50 in 2018 after achieving a long-term financial goal. He and his wife, Hong Yao, who retired last year, regularly play badminton together. (Sarah B. Groot/The Globe and Mail)

tales from the golden age

This former pharmacy executive retired at 50. Eight years later, he has no regrets

3 min read

July 3, 2026

Artificial intelligence hand holding clock (concept).

Artificial intelligence hand holding clock (concept).

globe advisor weekly newsletter

RBC piloting new AI tools to help advisors save time, build business

3 min read

July 2, 2026

Office file folder in a business. Legal will for inheritance

Office file folder in a business. Legal will for inheritance

Ontario court rules seg funds belong to named beneficiary, not to estate

4 min read

June 25, 2026

David Chilton, author of The Wealthy Barber, says personal finance solutions are more complex today but the same principles apply.

David Chilton, author of The Wealthy Barber, says personal finance solutions are more complex today but the same principles apply.

The Wealthy Barber is retiring. Here’s how he plans to spend his time

4 min read

June 25, 2026

sr-advisor-TravisKoivula

sr-advisor-TravisKoivula

behind the advice

This advisor wanted to be an RCMP officer until two finance books changed his career trajectory

4 min read

June 24, 2026

Happy asian senior parents holding hands with their LGBTQ daughter to give blessings before wedding ceremony.

Happy asian senior parents holding hands with their LGBTQ daughter to give blessings before wedding ceremony.

As graduates and newlyweds prepare to launch, how much help should parents give?

4 min read

June 23, 2026

Fractional real estate and shared ownership neubrutalism hands collection set. Investor buy part of house property to share risks and profit together vector illustration. Home purchase documentation.

Fractional real estate and shared ownership neubrutalism hands collection set. Investor buy part of house property to share risks and profit together vector illustration. Home purchase documentation.

Ontario ruling shows potential perils of parents naming a child joint home owner

4 min read

June 22, 2026

African American teenage girl enjoying at home with grandmother and shopping online.

African American teenage girl enjoying at home with grandmother and shopping online.

What’s the best way to help clients’ young children save?

3 min read

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