Globe Advisor
VerifiedOnline/Digital
Actions
Media Outlet details
| Scope | National |
|---|---|
| Language | English |
| Country | Canada |
Similarweb UVM
|
Request pricing |
Comscore UVM
|
Request pricing |
Recent Articles
Search ArticlesCaregiving is a growing issue for many Canadians. Here’s how to plan for it
Open this photo in gallery: Planning for caregiving is becoming a core concern for many advisors.Rudzhan Nagiev/iStockPhoto / Getty Images Comments Please log in to bookmark this story.Log InCreate Free Account With the costs of care rising and many Canadians caring for family members, advisors have a crucial role to play in ensuring the financial, emotional and practical responsibilities of caregiving don’t catch clients and their loved ones off guard.
Why this $6-billion money manager is buying Prologis and selling AtkinsRéalis
Open this photo in gallery: Laura Lau, chief investment officer at Brompton Funds in Toronto. Illustration by Joel KimmelIllustration by Joel Kimmel Comments Please log in to bookmark this story.Log InCreate Free Account Although the latest rift in the Canada-U.S. trade war has created more economic uncertainty, money manager Laura Lau believes the worst is over for investors.
On the Move: Morgan Stanley’s Arthur Sherman moves to Toronto from New York to focus on cross-border from the Canadian side
Open this photo in gallery: Arthur Sherman was recently appointed executive director and financial advisor at Morgan Stanley Wealth Management Canada.Supplied Comments Please log in to bookmark this story.Log InCreate Free Account On the Move is Globe Advisor’s roundup of recent hires and departures across Canada’s financial services industry. For Arthur Sherman, stepping into his new role at Morgan Stanley Wealth Management Canada Inc. in Toronto seems like a long time coming.
This retiree misses the purpose of work, but keeps busy with volunteering and cultural activities
Open this photo in gallery: Don Altman obsessed over the financial aspects of retirement early on. He ran several models to convince himself he wouldn’t run out of money. He now has a cash flow model that goes until he turns 100 years old. (Ian Willms / The Globe and Mail)Ian Willms/The Globe and Mail Comments Please log in to bookmark this story.Log InCreate Free Account In Tales from the Golden Age, retirees talk about their spending, savings and whether life after work is what they expected.
This advisor took 15 years to find a successor. He says his patience paid off
Open this photo in gallery: David Christianson is spending his first months of retirement sailing and spending time with his wife, Vera, and their two granddaughters.Supplied Comments Please log in to bookmark this story.Log InCreate Free Account In this new, ongoing series, Onward, advisors discuss their succession plans and transitions to retirement.
Equal doesn’t always mean fair in estate planning, especially when it comes to the family cottage
Open this photo in gallery: Joint ownership of a cottage between siblings often sounds simple, in theory, but becomes much more complicated in practice.PierreDesrosiers/iStockPhoto / Getty Images Comments Please log in to bookmark this story.Log InCreate Free Account One of the most important principles in estate planning is recognizing equal doesn’t always mean equitable. That’s especially true as it pertains to the family cottage.
ETFs are launching in record numbers. What does it take to survive in a competitive market?
Open this photo in gallery: Canadian ETF launches cost roughly $100,000 on an existing platform, and complex or bespoke products cost “materially more,” according to a new report.sorbetto/iStockPhoto / Getty Images Comments Please log in to bookmark this story.Log InCreate Free Account There was a record number of new Canadian ETFs launched last year, and more than 200 have already come to market in 2026.
Why this money manager added to his Paycom position and sold a Japanese consumer review stock
Asset and Portfolio Management Investing Strategies Stock Market News Authors and topics you follow will be added to your personal news feed in Following. globe climate change newsletter Take a deeper dive into Canada’s environment and climate change news from Globe reporters life and culture Follow Erin Anderssen, The Globe's happiness reporter, as she uncovers the secrets and science to living a happier, more fulfilling life.
This advisor dreamed of a career in finance as a teen, so he put up a CA recruitment poster on his bedroom wall
Open this photo in gallery: Shawn Filion, senior wealth management advisor at Desjardins Securities Inc. Listen to this article Learn more about audio Log in or create a free account to listen to this article. In the Behind the Advice series, Globe Advisor asks advisors about their relationship with money from a young age, lessons learned over the years and how their experiences influence the advice they give clients. Season 4 of the Behind the Advice podcast is now available.
This advisor started out in a bank call centre before becoming a portfolio manager
Authors and topics you follow will be added to your personal news feed in Following. life and culture As The Globe’s generations reporter, Ann writes about demographic trends and relationships between and among people across the life spans, from battling tweens about cell phones and sleepovers to sandwich generation caregiving to socializing in senior years.