Financial Advisor - The Globe and Mail

Latest articles

June 3, 2026

Why Shay Steacy switched from being a fee-based advisor to an advice-only financial planner

1 min read

June 3, 2026

AI can give advisors a marketing edge, but mind the privacy rules

4 min read

May 29, 2026

globe advisor weekly newsletter

Where advisors share their real money stories

3 min read

May 28, 2026

behind the advice

Why this money manager believes Obi-Wan Kenobi would make a good advisor

3 min read

May 27, 2026

Herman Chan on the benefits and challenges of going independent

1 min read

May 26, 2026

CRA sets new date for dealers, advisers to apply GST on trailer fees

2 min read

May 25, 2026

opinion

Orchestration is becoming the advisor’s job

Kendra Thompson

4 min read

May 22, 2026

globe advisor weekly newsletter

The hidden slight more advisors are experiencing

3 min read

May 20, 2026

Been ghosted by a client? Try not to take it personally

4 min read

May 19, 2026

Advisors adopt AI for marketing while maintaining a mix of old and new methods

4 min read

May 19, 2026

opinion

What advisors can learn about portfolio structure from Canada’s pension plans

Craig Machel

4 min read

May 14, 2026

behind the advice

How childhood jobs as an umpire and in retail helped this advisor prepare for a client-facing career

5 min read

May 13, 2026

Coming soon: Season four of Behind the Advice

1 min read

May 13, 2026

buy the book

After losing her job as an assistant during the pandemic, this advisor bought a book of 350 clients

4 min read

May 5, 2026

Shift to holistic advice demands more emotional labour from advisors

4 min read

May 4, 2026

opinion

AI is buying us time, but are we spending it well?

Diandra Camilleri

3 min read

April 30, 2026

behind the advice

How burnout and a medical crisis forced this advisor to rethink her workload and client niche

4 min read

April 29, 2026

buy the book

Cultural ties and shared values contributed to the success of this advisor’s book purchase

4 min read

April 16, 2026

behind the advice

This advisor learned how to treat clients from legendary investor George Frazer

4 min read

April 10, 2026

globe advisor weekly newsletter

When buying a book of business, advisors must look beyond past performance

4 min read

April 9, 2026

How hedge funds are helping advisors build more resilient portfolios

4 min read

April 8, 2026

Advocating for advisor incorporation a top priority for new Richardson Wealth CEO

3 min read

April 8, 2026

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

How to know when to change financial advisors

4 min read

March 26, 2026

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

3 min read