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- Indexed articles, last 90 days
- 14
- Latest publication
- Sep 25, 2026
- Outlet visibility, for Theglobeandmail
- Top 10K sites
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- Jul 6, 2026
Latest articles
The hotline that helps clients navigate RESP contribution issues (opens the original)
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Good morning. This week I wrote about some of the common mistakes parents make with registered education savings plans (RESPs). With their kids having finished post-secondary school, it turns out there are many things they would do differently. Not contributing enough is one issue that came up. Although more than half of Canadian parents have opened an RESP for their children, sometimes they need to stop contributing for financial reasons. Pausing can lead to confusion about how much to contribu
Six ways to keep the momentum going in your practice (opens the original)
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Many advisors succeed in building a solid practice, but struggle to keep the momentum going. Practice management experts shared strategies that distinguish advisors who consistently grow their practices at the Responsible Investment Association’s (RIA) annual conference in Toronto last week. Robyn Reid-Riviere, founder of wealth management consulting firm Dimensions Advisory Group in Toronto, says advisors conduct work that clients never see and that needs to be articulated. She calls this “maki
Five common RESP mistakes parents make – and how to avoid them (opens the original)
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Parents open registered education savings plans for their kids with the best intentions. But do things always work out as planned when their kids go to university or college? Financial advisors and financial planners identified the following five common mistakes RESP subscribers make along the way. Accumulating education savings is the focus for most parents. But neglecting withdrawal strategies is shortsighted, says Markus Muhs, senior portfolio manager with Muhs Wealth Partners at Canaccord Ge
This advisor onboarded 100 client households in 10 weeks after acquiring the ideal book (opens the original)
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In Buy the Book, advisors discuss their experiences acquiring a book of business, from practice valuation to client retention. Jennifer Watson, 35, managing partner of Watson Investments at Aligned Capital Partners Inc. in Toronto Booking appointments and filling investment trades: that’s how Jennifer Watson started her career in 2014 at her father Peter Watson’s advisory business. Within four years, she was working directly with clients after getting hooked on helping families with their financ
Why younger clients let their insurance policies lapse (opens the original)
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Insurers may need to rethink how they market life insurance to younger people. That’s because many decide not to buy a policy after starting the process, or to discontinue coverage within three years of buying a policy, according to a new report. The World Life Insurance Report, published by Capgemini and LIMRA, is based on analysis of more than 6,100 consumers worldwide, says Samantha Chow, global leader for life insurance, annuities and benefits at Capgemini in Tampa, Fla. The report’s authors
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For Theglobeandmail, the outlet · Measured Aug 1, 2026
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