HeyJaredMark Burgess
- Indexed articles, last 90 days
- 8
- Latest publication
- Sep 18, 2026
- Outlet visibility, for Theglobeandmail
- Top 10K sites
- Earliest in this view
- Jul 10, 2026
Latest articles
Clients turned away for lack of assets may not come back (opens the original)
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It was a week of investment conferences in Toronto. Mark Carney’s Canada Investment Summit (and events hosted on the sidelines by the Milken Institute and Canada’s private capital association) soaked up the attention, but I was at the Responsible Investment Association’s (RIA) annual conference, which had a dedicated advisor day on Tuesday. The RIA conference opened with a keynote from PMG Intelligence chief executive Rob Grein about clients’ changing needs and expectations. Despite all the info
Even in a trade war, a conference in California is drawing Canadian advisors (opens the original)
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Most advisors have heard of Future Proof, the conference/festival on a California beach where a panel about tax alpha can be followed by a workshop on how to make your own sea salt scrub. A growing number of Canadians have been making the September trip to Huntington Beach since the event’s first iteration in 2022. A U.S. conference focused on the future of advice (this year’s themes include building a firm that outlives its founder, the AI-native firm and the human advisor’s edge) has obvious a
Back to school, with a financial twist (opens the original)
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Students returning to school in Ontario this month will face a new financial challenge. The province has added a financial literacy test for Grade 10 students as part of a career studies course, with elements built into the math curriculum from grades 1 to 9. The financial literacy program is intended to teach students about saving, investing and setting long-term financial goals, ideally leading to better financial decisions. But while Ontario students will now get some financial education in t
Why the head of Scotia iTrade is feeling optimistic about AI and advice (opens the original)
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Devon Lacombe sees artificial intelligence transforming the world of investing, but she doesn’t see that as a bad thing. Ms. Lacombe, managing director and head of Scotia iTRADE at Bank of Nova Scotia since last November, has a prime view of the do-it-yourself crowd, the tools at their disposal and what drives them to work with an advisor (or not) eventually. She spoke with Globe Advisor about how clients are changing and how advisors can adapt to meet their needs. Tell me about the core group o
How Sun Life is helping clients navigate online information and different advice channels (opens the original)
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As clients gain access to more information, some of it is competing and contradictory. In turn, Rowena Chan says a new part of the advisor’s role is to act as a traffic light. “There’s a lot of traffic coming in. You try to make it simpler, clarify and hopefully you guide them in the right direction,” says Ms. Chan, senior vice-president, retail advice and solutions at Sun Life Financial Inc., and president of Sun Life Financial Distributors. With more clients looking to buy investments and insu
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For Theglobeandmail, the outlet · Measured Aug 1, 2026
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