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This episode of The Financial Prosperity Podcast focuses on one of the most searched financial topics: how to choose a financial advisor. Ellen Bessner and Brendan Monahan walk listeners through how to find a qualified, registered advisor or portfolio manager, and how advisors can ensure they're working with clients who genuinely fit their practice.

In this episode, Ellen Bessner and Brendan Monahan explore one of the most influential — and overlooked — elements of financial literacy: your relationship with money. They break down how childhood experiences, habits, fears, and beliefs shape the way adults save, spend, invest, and plan for the future.

U.S. shareholder activists have been increasingly active in the Canadian market over recent years.

On December 7, 2022, François-Philippe Champagne, Canada's Minister of Innovation, Science and Industry (Minister), announced a sweeping set of proposed amendments...

The transaction is being implemented by way of plan of arrangement and is subject to receipt of required regulatory approvals and other customary conditions.

Les ministres ont également annoncé la composition du premier conseil d'administration de l'ARMC.

Today, the OSC published OSC Rule 32-505 Conditional Exemption from Registration for United States Broker-Dealers and Advisers Servicing U.S. Clients from Ontario.

Punj Lloyd Ltd, the ultimate parent of Simon Carves Ltd, provided 'letters of support' indicating to the board of SCL that PLL would 'provide the necessary financial and business support to ensure that continues as a going concern'.

It's not unrealistic for you to ponder the possibility of a modest cash windfall in your lifetime.

The Canadian federal government has published a proposed Addendum to the Code of Conduct for the Credit and Debit Card Industry in Canada.

The UK Court of Appeal has confirmed that no negative interest is payable on cash collateral posted under the standard form English law-governed ISDA 1995 the CSA unless counterparties made a specific election...

On September 12, 2024, the Canadian Securities Administrators (CSA) published a list of answers to frequently asked questions (FAQs) they have received about National Instrument 93-101 Derivatives: Business Conduct...

On November 20, 2023, the Financial Transactions and Reports Analysis Centre (FINTRAC) issued an updated advisory (the "Advisory") concerning...

The Financial Services Regulatory Authority of Ontario (FSRA) recently released its annual business plan for its 2023-2026 activities (the Business Plan). The Business Plan includes reference...

In a recent case, our firm observed an equipment lessor who registered a Personal Property Security Act (Ontario) (PPSA) financing statement indicating that the registration was a "caution" filing.

Ahead of the MFDA's Seniors Summit scheduled for October 30, 2019, the MFDA released a brief bulletin of two dealer best practices:...

Earlier this week, the Mutual Fund Dealers' Association (the "MFDA") released Bulletin #0715-M providing a review of activities and initiatives from 2016 and priorities and further initiatives for 2017.