Your Practice - The Globe and Mail

opinion

The great stuff transfer: How to help clients pass on collectibles

Helping clients manage their collections is less about market insight or art expertise and more about stewardship

Collection of different types of handmade framed paintings in the workshop.

Collection of different types of handmade framed paintings in the workshop.

Sascha Isaacs

3 min read

After helping advisors with tax and estate solutions for years, Frank Di Pietro wanted a book of his own

BTB di pietro

BTB di pietro

BTB di pietro

4 min read

Facing an audit as an advisor? Here are some tested tips

Audit system for document verification and compliance, showing checklist review, quality assurance, file inspection, internal control, and data validation in business processes.

Audit system for document verification and compliance, showing checklist review, quality assurance, file inspection, internal control, and data validation in business processes.

Audit system for document verification and compliance, showing checklist review, quality assurance, file inspection, internal control, and data validation in business processes.

3 min read

opinion

AI is emerging as a powerful lever for scaling client relationships

Jerry Bai

The first AI wins are helping advisors address their most critical shortage: time.

The first AI wins are helping advisors address their most critical shortage: time.

The first AI wins are helping advisors address their most critical shortage: time.

3 min read

opinion

When overwhelmed clients stack decisions, it’s up to advisors to restore order

Kendra Thompson

Illustration of person building with balanced shape blocks

Illustration of person building with balanced shape blocks

Illustration of person building with balanced shape blocks

4 min read

More articles

April 13, 2026

Collection of different types of handmade framed paintings in the workshop.

Collection of different types of handmade framed paintings in the workshop.

opinion

The great stuff transfer: How to help clients pass on collectibles

Sascha Isaacs

3 min read

April 8, 2026

BTB di pietro

BTB di pietro

buy the book

After helping advisors with tax and estate solutions for years, Frank Di Pietro wanted a book of his own

4 min read

April 7, 2026

Audit system for document verification and compliance, showing checklist review, quality assurance, file inspection, internal control, and data validation in business processes.

Audit system for document verification and compliance, showing checklist review, quality assurance, file inspection, internal control, and data validation in business processes.

Facing an audit as an advisor? Here are some tested tips

3 min read

April 6, 2026

The first AI wins are helping advisors address their most critical shortage: time.

The first AI wins are helping advisors address their most critical shortage: time.

opinion

AI is emerging as a powerful lever for scaling client relationships

Jerry Bai

3 min read

March 30, 2026

Illustration of person building with balanced shape blocks

Illustration of person building with balanced shape blocks

opinion

When overwhelmed clients stack decisions, it’s up to advisors to restore order

Kendra Thompson

4 min read

March 26, 2026

Some advisors prefer to outsource tax-filing for clients, while others say the extra work is worth it.

Some advisors prefer to outsource tax-filing for clients, while others say the extra work is worth it.

Filing taxes for clients is a lot of work. Here’s why some advisors say it’s worth it

3 min read

March 25, 2026

BTB Greg Keith

BTB Greg Keith

buy the book

Why this advisor bought a book with 390 clients but kept only 150

4 min read

March 23, 2026

Psychologist, listening and service for patient, office and consultation for mental health and help. Appointment, therapist and evaluation of client in clinic, people and counselling for healing

Psychologist, listening and service for patient, office and consultation for mental health and help. Appointment, therapist and evaluation of client in clinic, people and counselling for healing

Advisors are accustomed to helping clients manage loss, but what about their own grief?

3 min read

March 11, 2026

Chapman BTB

Chapman BTB

buy the book

This financial planner acquired a multigenerational book to grow his business

4 min read

March 4, 2026

Meeting with the unrecognizable female client, the mature adult female financial advisor goes over documents on the digital tablet.

Meeting with the unrecognizable female client, the mature adult female financial advisor goes over documents on the digital tablet.

As wealth industry prioritizes emotional intelligence, some female advisors see an edge

3 min read

March 3, 2026

Investment risk

Investment risk

How advisors can see past gender stereotypes on risk tolerance

4 min read

March 2, 2026

Unrecognisable woman using smartphone buy cryptocurrency at a coffee shop, blockchain investment, decentralize and Stock market concept.

Unrecognisable woman using smartphone buy cryptocurrency at a coffee shop, blockchain investment, decentralize and Stock market concept.

opinion

For Canadian wealth management firms, less friction means more competition

Donna Bristow

3 min read

February 25, 2026

Evoto

Evoto

buy the book

This advisor’s book purchase was complicated by an untimely death

4 min read

February 23, 2026

Blackboard with declining chart close-up

Blackboard with declining chart close-up

Help clients avoid these common RRSP season mistakes

3 min read

February 10, 2026

Hand shaking print screen on wooden block cube between human icon for business deal and agreement concept.

Hand shaking print screen on wooden block cube between human icon for business deal and agreement concept.

opinion

Why wealth management firms should seek partners to win the M&A succession wave

Joe Millott

4 min read

February 10, 2026

Bank towers are shown from Bay Street in Toronto's financial district, on Wednesday, June 16, 2010. THE CANADIAN PRESS/Adrien Veczan

Bank towers are shown from Bay Street in Toronto's financial district, on Wednesday, June 16, 2010. THE CANADIAN PRESS/Adrien Veczan

What advisors need to tell clients about the CIRO breach

4 min read

February 5, 2026

A sign outside the Canada Revenue Agency is seen in Ottawa, Monday May 10, 2021. A grassroots Muslim charity is pointing to internal Canada Revenue Agency documents in a bid to persuade an Ontario court that a long-running federal audit is fundamentally tainted by systemic bias and Islamophobia. THE CANADIAN PRESS/Adrian Wyld

A sign outside the Canada Revenue Agency is seen in Ottawa, Monday May 10, 2021. A grassroots Muslim charity is pointing to internal Canada Revenue Agency documents in a bid to persuade an Ontario court that a long-running federal audit is fundamentally tainted by systemic bias and Islamophobia. THE CANADIAN PRESS/Adrian Wyld

Tips for responding to a CRA reassessment – from a financial planner who did it himself

3 min read

February 4, 2026

Greg Sykora BTB

Greg Sykora BTB

buy the book

This former wholesaler switched to financial advice after buying a client’s book

3 min read

January 22, 2026

Andrea Thompson BTA 1

Andrea Thompson BTA 1

behind the advice

This advisor studied volcanology before choosing a career in financial services

4 min read

January 21, 2026

Olivier Brasseur

Olivier Brasseur

buy the book

Playing the long game, this advisor turned a summer internship into a book of wealthy clients

4 min read

Interact with The Globe