Canadian, U.S. markets finish week with big gains as investors take in jobs reports
Canadian and U.S. markets finished the week in solidly positive territory as investors took stock of the latest jobs reports in both countries.
CIO offers cautious optimism about PM Carney for investors, advisors
Highlighting early decisions and campaign promises, Theresa Shutt sounds a note of reassurance about the 4th Liberal term in government
Want to build a HNW network? Focus on the service you provide
Advisor explains the importance of a network building strategy, but emphasizes that trust is earned through quality work This year's list includes the industry's finest, recognizing those who steered their clients' portfolios through economic storms.
Warren Buffett is amassing cash, but Canadian FOs follow their own paths
Family offices are shifting away from U.S. equities and continuing to embrace alts and other unique investments
Telecom and energy sectors help lift S&P/TSX composite, U.S. markets mixed
“Canada's been in a good spot the last couple of weeks, but I think there’s still some cautious tone across the market,” said David Ferreira, portfolio manager.
How this advisor went from selling Kool-Aid as a kid to offering the tough advice clients need to hear
Ladan Shokrgozar, senior portfolio manager at Harbourfront Wealth Management, says advisors need to focus on the human side of wealth management.
Setting expectations on an inheritance
Whether a client wants to give a living gift to their grandchildren, distribute their heirs’ inheritance in a trust or start a charitable foundation, advisors say setting expectations early can prevent family drama later.
Private market investments can strengthen your portfolio, especially in turbulent times
“The traditional 60/40 portfolio is no longer sufficient, especially in turbulent times. Private market investments offer a more resilient approach — boosting diversification, stability and returns” says David Ferreira, portfolio manager at Harbourfront Wealth Management, in this Financial Post feature.
The onus is on advisory firms to support private market investments
“The dealer has a responsibility to make sure advisors have the right knowledge, education and training,” said Theresa Shutt, chief investment officer at Harbourfront Wealth Management, in an interview on Friday. “Dealers should build that expertise in-house, so that investment...
Harbourfront announces acquisition to boost AUA to $8 billion
On January 31, 2023, David Harris, CFP, CIM, Wes Ashton, CIM, FCSI, and Travis Forman, BA, CFP, FMA, CIM, FCSI, were named to this year's Wealth Professional Canada Magazine's Top 50 Advisors List! This year's list includes the industry's finest, recognizing those who steered their...