Market Insights

Jobs Surprise, AI Reshapes Markets, and Your Portfolio Update — Weekly Market Update

Feb 13, 2026
Read Article

Browse by topic

Business Building for Advisors

Building a Robust Service Matrix: The Backbone Every Advisor Needs

Feb 12, 2026
Market Insights

Markets Recalibrate, Value Shines, and Your Portfolio Update — Weekly Market Update

Feb 06, 2026
Market Insights

Fed Holds Steady & Tech Valuations Reset — Weekly Market Update

Jan 30, 2026
Tax Planning

TFSA vs. RRSP: A Quick Comparison

Jan 19, 2026
A smiling man driving a classic convertible on a sunny day.
Tax Planning

Reasons and Strategies To Avoid Paying The RRSP Withholding Tax

Jan 15, 2026
A man in a dark suit and tie sits at a table in a café, smiling while looking at his smartphone, with a laptop and coffee cup beside him.
Business Building for Advisors

What’s Important To You — Your F.O.R.M. Goals

Jan 14, 2026
Abstract illustration of stacked coin-like discs, with several discs floating and falling above the stack against a muted gray background.
Tax Planning

RRSP Contribution Limits: Annual Maximums

Dec 23, 2025
A well-dressed man with a beard stands on a balcony in a modern office building, holding a takeaway coffee and looking out over a city skyline with tall buildings in the background.
Financial Planning

Positioned for 2026: Staying Constructive, Staying Disciplined

Dec 19, 2025
A person sits at a wooden kitchen table working on a laptop, holding a pen thoughtfully near their mouth, with a notebook, coffee cup, and small plate of food nearby in a bright, modern home kitchen.
Tax Planning

Know the RRSP Contribution Deadlines

Dec 16, 2025
Two professionals seated closely on a modern office couch, leaning forward and looking intently at a laptop placed on a low coffee table in front of them. Their posture and facial expressions suggest focused discussion or problem-solving.
Business Building for Advisors

3 High-Impact Steps to Elevate Your Practice

Dec 16, 2025
Two men in business attire sit at a table reviewing documents together; one holds a sheet of paper while the other listens attentively with his hands clasped.
Tax Planning

T4 Deadline 2026: Key Filing Dates & Penalties

Dec 05, 2025
A person seated at a desk signs a document while several printed financial or formal papers are spread out in front of them. Only their hands and arms are visible, lit by dim, moody lighting.
Tax Planning

Why Line 15000 on Your Tax Return Is Critical

Dec 05, 2025
The U.S. flag and the Canadian flag fly side by side on tall flagpoles against a cloudy sky, with trees and rooftops visible below.
Tax Planning

Filing U.S. Expat Taxes From Canada

Nov 21, 2025
A man and a woman sit at a wooden table covered with papers, phones, notebooks, and coffee mugs. The man is focused on a laptop while the woman, holding documents, looks toward him as if discussing something. They appear to be working together in a modern kitchen with dark cabinets and a blue-patterned backsplash.
Tax Planning

3 Reasons to Double-Check Your T4 Slip

Nov 21, 2025
A woman with blonde hair stands by a window, holding a cup and saucer, wearing a blue-and-white striped shirt and beige pants, with bookshelves behind her.
Financial Planning

Building Financial Confidence: When Knowledge Meets Professional Guidance

Nov 20, 2025
Market Insights

Why Big Banks Are in Their "Just Right" Moment

Nov 18, 2025
Two professionals in formal business attire sit at a conference table. One person in a blue suit is writing with a pen on paper, while another in a dark suit listens beside a tablet. Documents and books are spread across the table, suggesting a meeting or financial discussion.
Business Building for Advisors

5 Costly Succession Planning Mistakes for Advisors

Oct 20, 2025
A person wearing a gray checkered blazer and blue pants is seated, using a red smartphone while a silver laptop rests open on their lap.
Market Updates

Fed Signals Caution as AI Momentum Powers Markets

Oct 10, 2025
Business team in formal attire having a discussion around a conference table, with one man standing and speaking while others listen attentively in a modern office.
Market Updates

AI Momentum Empowers Markets While Employment Data Raises Questions

Oct 03, 2025
Business professionals reviewing and discussing a document at a meeting table.
Business Building for Advisors

4 Proven Strategies to Enhance Your Advisory Practice's Valuation

Sep 23, 2025
Two businessmen in suits having a discussion while reviewing printed charts and reports, seated on a teal sofa in a modern office setting. Another man in the background is also looking at documents.
Market Updates

The Federal Reserve Delivers First 2025 Rate Cut: What It Means for Your Investment Strategies

Sep 19, 2025
Smiling financial advisor in a suit holding a clipboard talks with a couple at home. The man listens attentively while the woman holds paperwork, and they all look engaged and positive during the discussion
Financial Planning

5 Key Steps to Establish a Strong Financial Foundation

Apr 14, 2025
Smiling businesswoman with glasses listens and takes notes during a meeting, sitting at a conference table with two male colleagues. One man holds a laptop while they all engage in a positive and professional discussion.
Business Building for Advisors

5 Strategies to Elevate Your Client Experience

Mar 24, 2025
Happy family of four walking outdoors on a sunny day. Parents follow behind as two children hold hands and run along a grassy path, surrounded by fields and trees in the background.
Financial Planning

6 Simple Steps to Achieve Financial Wellness and Secure Your Future

Mar 18, 2025
Thoughtful young woman sitting at a desk with a laptop, papers, and a glass of juice. She rests her hand on her face and looks away pensively, suggesting she is deep in thought or concerned while working from home.
Financial Planning

3 Effective Strategies to Become Debt-Free

Mar 14, 2025
Focused businessmen in a meeting, reviewing documents together at a table. One man in a dark suit holds papers while another in a white shirt with suspenders leans in to read, engaged in a serious discussion by a bright office window.
Business Building for Advisors

5 Time Management Tips for Financial Advisors

Feb 27, 2025
Smiling financial advisor meeting with an older couple at home, reviewing documents together on a clipboard.
Will & Estate Planning

5 Common Wills & Estate Planning Myths Debunked

Feb 21, 2025
Financial advisor meeting with a smiling couple in a bright office, discussing documents across a glass table.
Business Building for Advisors

6 Habits of Successful Financial Advisors

Feb 05, 2025
Happy senior couple enjoying a sailing trip at sunset. The woman smiles while holding onto ropes, and the man in a white polo and cap stands beside her, both relaxed and joyful on the water.
Retirement & Savings Plans

5 Tips to Kickstart Your Retirement Planning for Long-Term Success

Jan 22, 2025
Smiling couple meets with a professional advisor at home. The woman shakes hands with the advisor while the man holds a folder, all three engaged in a warm and positive conversation.
Business Building for Advisors

Top 5 Strategies Financial Advisors Can Use to Win New Business

Jan 13, 2025
Professional working at a desk on a laptop, with notebooks, folders, and a cup of coffee nearby. The person wears a blue shirt and types on the keyboard, suggesting focus and productivity in an office setting.
Business Building for Advisors

Top 3 Content Ideas to Help You Build Trust and Credibility

Oct 23, 2024
Peaceful mountain landscape at sunset with layers of rolling hills fading into the distance. A small pond sits in the grassy meadow surrounded by evergreen trees, under a soft pastel sky
Business Building for Advisors

10 Ways Advisors Can Create Long-Lasting Referrals

Aug 22, 2024
Scenic view of rugged snow-capped mountains with forested trees in the foreground under a partly cloudy sky.
Financial Planning

Pathway to Prosperity: Harnessing Debt for Wealth Building

Jun 20, 2024
A person sitting at a desk working with financial documents, a calculator, a notebook, and a laptop, suggesting budgeting or accounting work.
Financial Planning

Budgeting Strategies for the Ultimate Summer Vacation

Jun 06, 2024
A long pier extending into the calm ocean at sunrise, with soft waves washing onto the sandy shore and clouds scattered across the colorful sky.
Financial Planning

Navigating Life's Financial Journey: Tailored Advice for Every Stage

May 16, 2024
Turquoise lake surrounded by dense pine forests and rugged snow-capped mountains under a bright blue sky with scattered clouds.
Financial Planning

Empowering the Next Generation: National Youth Week

May 01, 2024
Close-up of the upper portion of a beige house with triangular roof and multiple windows against a clear blue sky.
Insurance

Fortify Your Future: A Guide to Protecting Your Assets and Loved Ones

Apr 19, 2024
Scenic view of a calm lake surrounded by evergreen trees and rolling green hills under a clear blue sky.
Financial Planning

Mastering Money: Top Mistakes to Avoid When Investing

Apr 11, 2024
Financial Planning

Financial Planning for Small Business Owners: Strategies for Success

Apr 05, 2024
Serene lake with calm rippling water, surrounded by forested slopes and layered blue mountain ranges fading into the misty horizon
Will & Estate Planning

Strategies for Managing Wealth Across Generations

Mar 27, 2024
Close-up view of vintage brass post office mailboxes with numbered doors and ornate keyholes.
Financial Planning

10 Red Flags to Watch Out for When Investing

Mar 11, 2024
Two blue wooden chairs on a sandy beach facing the calm ocean under a clear sky.
Retirement & Savings Plans

Common OAS Misconceptions

Mar 04, 2024
Group of people in a business meeting at a desk with laptops, paperwork, and notebooks.
Will & Estate Planning

Power of Attorney: What is it and why is it important?

Oct 19, 2023
Two young men with backpacks standing outdoors in a park, smiling and looking at a tablet together.
Financial Planning

How does an RESP work?

Sep 07, 2023
Portfolio Management

Pension Style Asset Classes

Jul 20, 2023
Close-up of the upper part of a beige house with triangular roof and multiple windows against a clear blue sky.
Mortgages & Loans

FHSA and HBP

Jun 29, 2023
Learn the key differences between the FHSA and HBP, Canada’s two savings options for first-time homebuyers, and how you can use both for your down payment.
Retirement & Savings Plans

Should I Delay My OAS Benefits?

May 04, 2023
Open accordion file organizer with multiple labeled compartments holding documents and papers on a wooden desk.
Tax Planning

Saving Tax is a Year-Round Exercise: Don’t Overlook Income Splitting

Apr 20, 2023
Charming white house with red trim and a small front porch, surrounded by autumn trees and a white picket fence.
Will & Estate Planning

Have You Been Appointed Estate Executor? Five Mistakes to Avoid

Apr 06, 2023
Close-up of green tree branches with sunlight shining through the leaves near a calm river or lake.
Tax Planning

A Brighter Side to Inflation: The Largest Index Adjustment in Years

Mar 23, 2023
Close-up of a single water droplet suspended above a ripple on a calm blue water surface against a dark background.
Retirement & Savings Plans

Inflation and the Impact on Timing CPP Benefits

Mar 09, 2023
Rock formation reflected inside a glass sphere placed on a wooden surface, symbolizing perspective and clarity.
Portfolio Management

Investing Resolutions for 2023 to Help Keep Perspective

Feb 23, 2023
The Globe and Mail logo with white text on a red background and a maple leaf symbol.
Retirement & Savings Plans

Can Elijah, 51, Afford to Retire Early?

Feb 16, 2023
Two people sitting on folding chairs by a calm pebble beach, looking out at the horizon over the sea.
Retirement & Savings Plans

RRSP Checkup: How Well Are You Managing Your RRSP?

Feb 09, 2023
Sunrise over rolling hills with colourful clouds in a purple, pink, and orange sky.
Portfolio Management

The Sun Also Rises

Feb 02, 2023
Businessperson and client shaking hands across a desk with a laptop, pen, and papers in view.
Financial Planning

Top Questions to Ask Your Financial Advisor

Jan 26, 2023
Close-up view of a green printed circuit board showing pathways and solder points.
Business Building for Advisors

Leveraging Technology to Serve Your Clients

Jan 19, 2023
GLOBE AND MAIL LOGO
Mortgages & Loans

Should Frank and Michelle pay off the mortgage on the house using some of the money from her purchase of a half-share in the residence?

Jan 12, 2023
Elderly couple walking to the street.
Retirement & Savings Plans

Finding Retirement Income During Temporary Market Declines

Jan 05, 2023
Family walking down a path through a forest.
Financial Planning

What to Expect Financially When You're Expecting

Dec 29, 2022
Person holding a pen and paper
Business Building for Advisors

Why Clients are Afraid of 'Financial Jargon'

Dec 22, 2022
Women Surfing the internet on a tablet
Business Building for Advisors

Four Ways Advisors Can Build An Impactful Online Presence

Dec 15, 2022
THE GLOBE AND MAIL LOGO
Financial Planning

Can Nell, 58, Cover Her Cashflow Shortfall?

Dec 01, 2022
A couple packing boxes to move.
Financial Planning

Six Mistakes People Make When Moving Between Provinces

Nov 24, 2022
Two people in business attire are reviewing a document together in an office. One person is holding the open document while the other points at a section on the page.
Business Building for Advisors

Set Your Client-Advisor Relationship Up for Success

Nov 17, 2022
Maple leaf on a grey wooden background
Business Building for Advisors

Advisors Need to Build Trust to Work with Immigrants

Nov 10, 2022
Woman and elderly woman sitting on a park bench with a tree and green landscape in the background
Retirement & Savings Plans

Help Your Clients Get More Invested In Their Retirements

Nov 03, 2022
elderly couple walking on a sidewalk with a house and palm trees background
Financial Planning

How To Help Empty Nesters Best Use Their Newfound Cash

Oct 27, 2022
THE GLOBE AND MAIL LOGO
Retirement & Savings Plans

Can Eleanor, 60, and Rowan, 59, Afford Assisted Living?

Oct 20, 2022
business people working on a project together collaborating and evaluating financial information
Retirement & Savings Plans

Why Having Enough Money is Just One Piece of the Retirement Puzzle

Oct 13, 2022
wooden desk background with a computer, money, phone and paper
Tax Planning

How Canadians Can Split Their Income and Lower Their Tax Bills

Oct 06, 2022
MULTIPLE COMPUTERS ON A DESK WHILE A PERSON IS WORKING ON ONE AND THERE IS A LARGE SKYSCRAPER IN THE BACKGROUND
Business Building for Advisors

Why Advisors' Digital Tools are Still Outdated

Sep 29, 2022
THE GLOBE AND MAIL LOGO
Retirement & Savings Plans

Isaac, 52, and Mia, 46, Want to Retire by Their Mid-50s

Sep 22, 2022
Blonde Millennial with blue t-shirt with a mac book
Business Building for Advisors

Three Ways Advisors Can Win Over A New Generation of Investors

Sep 15, 2022
Close-up of a computer screen showing financial market data and a fluctuating stock chart line.
Portfolio Management

Bull & Bear Markets: A Closer Look

Sep 08, 2022
person viewing financial document in an office background
Portfolio Management

How Does a Recession Impact My Portfolio?

Sep 01, 2022
Note book with
Tax Planning

Tax Planning Before Year End: Gain from Your Losses

Aug 25, 2022
THE GLOBE AND MAIL LOGO
Retirement & Savings Plans

Can Jill, 60, Afford to Retire to Nova Scotia?

Aug 18, 2022
Professional Man in a blue suit and red tie giving advise
Portfolio Management

Managing Risk: Why We Rebalance Portfolios

Aug 11, 2022
Stack of coins with a clock in the background
Financial Planning

Finding Ways to Deal with Inflation

Aug 04, 2022
A White RV (Recreational Vehicle) on a road
Retirement & Savings Plans

Keith and Beverly retired early to travel in an RV, but what should they do with their condo?

Jul 28, 2022
couple sitting on a bench by the beach
Retirement & Savings Plans

How to Confidently Spend Your Money in Retirement

Jul 21, 2022
Man sitting on a table holding white papers and a pen
Insurance

Should I Purchase Life Insurance Online?

Jul 14, 2022
House with a lawn and an empty driveway
Will & Estate Planning

Estate Planning & Trusts: Not Just for the Ultra-Wealthy

Jul 07, 2022
Girl wearing a hat with a Canada flag on her back facing lake and hills
Financial Planning

Oh Canada! Reasons to Keep Perspective

Jun 30, 2022
An old couple walking and holding hands
Mortgages & Loans

Should Milo and Maeve take out a reverse mortgage on their house?

Jun 13, 2022
A financial advisor explaining to a young couple
Business Building for Advisors

Millennials Don't Want to Work With Robo-Advisors

Jun 09, 2022
diverse group of people discussing and working around a wooden table with a office background
Retirement & Savings Plans

Retirees Back at Work, Annuity Queries and RRSP Options

Jun 02, 2022
Red Chair With a lake background
Financial Planning

How Runaway Inflation Affects "FIRE" Adherents

May 20, 2022
Hot Air balloons with hills in the background over a highway
Financial Planning

Can Pat Afford to Spend More on Travel?

May 16, 2022
Street with individual houses covered in snow
Will & Estate Planning

Business Owners: The Estate Freeze

May 05, 2022
Hour Glass and dollar coins on a table
Portfolio Management

During Uncertain Times: The Benefits of Dollar-Cost Averaging

Apr 27, 2022
Translucent Umbrella with rain droplets on it
Portfolio Management

Protecting Our Clients' Investments During These Volatile Markets

Mar 31, 2022
Blue and White Colored Apartment Buildings
Mortgages & Loans

5 Simple Ways To Buy a Home Stress-Free

Mar 17, 2022
Hand of a man holding a keychain in shape of a house
Mortgages & Loans

4 Tips to Getting a Good Mortgage Rate

Mar 03, 2022
A Robot hand shaking a human hand
Financial Planning

2 Key Differences between a Robo-Advisor and a Human Advisor

Feb 17, 2022
Blue and Green Door to house
Financial Planning

4 Decisions That Can Lead to Stronger Financial Independence

Feb 03, 2022
Pen tip and Calculator on a paper
Tax Planning

Credits to Consider for This Tax Season

Jan 27, 2022
Blue swings in kids playground
Financial Planning

4 Ways Parents can Help Their Children become Financially Stable

Jan 20, 2022