Financial Advisor - The Globe and Mail

Latest articles

March 5, 2026

behind the advice

This advisor learned the value of being boring after losing out on a speculative stock early in his career

March 3, 2026

How advisors can see past gender stereotypes on risk tolerance

February 20, 2026

opinion

I’m taking over Investor Clinic. But first, do no harm

Andrew Galbraith

February 18, 2026

behind the advice

This advisor wanted to be a pilot before veering into financial services

February 17, 2026

opinion

Worried about a market crash? Here’s how to protect your retirement savings

Anwar Husain

February 10, 2026

CRA confirms independent advisors will have to collect GST on trailing commissions

February 10, 2026

What advisors need to tell clients about the CIRO breach

February 5, 2026

‘How should I choose a financial adviser and set a plan?’

February 4, 2026

buy the book

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

January 28, 2026

How to help clients manage a grey divorce after retirement

January 22, 2026

behind the advice

This advisor studied volcanology before choosing a career in financial services

January 21, 2026

buy the book

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

January 21, 2026

opinion

AI note-taking tools can be a game changer for Canadian advisors

Kendra Thompson

January 19, 2026

Why advisors need to start planning now for clients retiring mid-year

January 16, 2026

globe advisor weekly newsletter

The biggest change advisors can make in 2026

January 9, 2026

globe advisor weekly newsletter

What the ETF boom means for advisors

January 6, 2026

opinion

Why total cost reporting is an opportunity for advisors to regain investors’ trust

David Lewis

January 5, 2026

opinion

7 lessons every new advisor should learn

Evan Riddell

December 24, 2025

Globe Advisor’s Best of 2025: Top stories from reporter Deanne Gage

December 22, 2025

How advisors are investing new client money in an expensive market

December 19, 2025

globe advisor weekly newsletter

What advisors can take away from market outlook season

December 18, 2025

Financial advisors with modest followings quietly take on the finfluencers

December 17, 2025

buy the book

This advisor used a tennis partnership to serve up a book of HENRYs

December 14, 2025

opinion

Roadblocks to leaving your financial adviser - and why they shouldn’t stop you

Anita Bruinsma

September 25, 2024

Behind The Advice