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“The industry doesn’t have an entry problem, it has a mid-career retention problem”
In a recent Wealth Professional article, Sarah Bull, Managing Partner & Portfolio Manager, explains why the financial advice industry doesn’t have an entry problem for women – it has a mid-career retention problem. -
Women, Financial Literacy and the Power of the ‘Money Talk’
Despite strides in financial empowerment, a persistent gender gap remains, with many women deferring financial decisions to their spouses—a dynamic that Financial Literacy Month seeks to address by encouraging informed conversations to secure long-term financial health. -
The Challenge of Dying Digitally
‘Dying digitally’ can become extremely complicated for your loved ones if you do not account for it in your estate planning. -
Why the CPP matters—and when you should take it
The Canada Pension Plan is an important consideration for anyone planning for retirement, regardless of their wealth. For high-net-worth individuals, while the CPP might seem small compared to other income sources, it offers stability and inflation-indexed benefits.
