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The pros and cons of using life insurance to fund education costs September 22nd, 2025 — The Globe and Mail
How gifts, trusts and the lifelong learning plan can fund an education May 1st, 2025 — The Globe and Mail
Planning cash flow in advance is a comfort during a time of market volatility April 28th, 2025 — The Globe and Mail
How two specialists manage estate plans for incorporated doctors, dentists February 5th, 2025 — Wealth Professional
Is climate change putting the real estate component of financial plans at risk? January 2nd, 2025 — The Globe and Mail
Globe Advisor’s Best of 2024: Provocative perspectives from industry experts December 31st, 2024 — The Globe and Mail
Growth of private assets poses liquidity issues for estates, requiring careful planning August 27th, 2024 — The Globe and Mail
How owning insurance in a corporation can address changes to the capital gains inclusion rate July 4th, 2024 — The Globe and Mail
Three big mistakes advisors make when integrating alternative assets into client portfolios May 27, 2024 — The Globe and Mail
Capital-gains tax hike will lead to ‘fairness for every generation’? Really? May 1, 2024 — The Globe and Mail
When clients ignore your out-of-office message March 15, 2024 — Advisor.ca
Rate cuts are coming, but Canadian investors should also be eyeing banks and oil December 29, 2023 — Financial Post
New art index hopes to create demand for investing in these collectible assets December 19, 2023 — The Globe and Mail
Solving home bias when investing isn't simple, but there are strategies to overcome it December 3, 2023 — Financial Post
How portfolio managers are gearing up for a bounceback in bonds August 15, 2023 — The Globe and Mail
Why solving home bias in investing is more complicated than it sounds August 12, 2023 — Financial Post
Investors turn to a variety of investment products in search of higher yield and income June 6, 2023 — The Globe and Mail Andrew Feindel is featured in the Globe and Mail discussing his approach to generating returns for his clients.
RRSP season investment fund flows falter to weakest level since 2009 as investors opt for cash May 23, 2023 — The Globe and Mail
New insurance sales rules will create “happier” clients May 8, 2023 — Investment Executive New regulations regarding total cost reporting for segregated funds, the banning of deferred sales charges (DSCs) and a potential chargeback ban could be cramping the sales style of some insurance agents. But ultimately, those changes are good for the industry, say insurance sales professionals.
Federal budget measures put surplus stripping at risk April 10, 2023 — Wealth Professional With the new raft of tax measures unveiled in the federal budget, Canadian business owners and incorporated professionals may be seeing the end of a strategy to lessen the tax bite from taking large amounts of cash out of their private corporations.
Helping business owners weigh the salary vs dividend dilemma March 6, 2023 — Wealth Professional Andrew Feindel and Kyle Richie are featured in an article with Wealth Professional. They had the opportunity to weigh-in on whether business owners should take a salary or a dividend payout. Read the article to learn what they have to say.
How to manage RRIF withdrawals tax-efficiently to avoid ‘a hefty penalty’ February 13, 2023 — The Globe and Mail Andrew Feindel is featured in the Globe and Mail sharing tips on how to manage your RRIF withdrawal tax-efficiently to avoid penalties.
Five steps to help clients when they lose their job February 2, 2023 — The Globe and Mail Andrew Feindel is featured in the Globe and Mail sharing tips on what Advisors should do for their clients if they ever find themselves in a job loss situation.
Andrew Feindel writes an article on ESG investing in the Financial Post September 21, 2022 — Financial Post Better governance, oversight give reasons to remain optimistic about the future of ESG investing
Combining public and private, and active and passive, can expand opportunities February 22, 2022 — Investment Executive Andrew Feindel and Kyle Richie discuss their approach and use a scenario to demonstrate its benefits
Robo vs Financial advice — Battle of the Canadian Wealth Market January 14, 2022 — International Adviser Questions being raised about whether tech start-ups can dominate in the HNW sector
Financial planning through the pandemic May 11, 2021 — Advisor's Edge Learn how businesses did during the pandemic thanks to Kyle Richie and team
Two advisors, one winning prescription January 2021 — BMO Global Asset Management Advisors Kyle Richie and Andrew Feindel reveal their secret sauce for serving Canada’s medical professionals.
Giving professionals the guidance they deserve November 2, 2020 — Wealth Professional Behind one independent wealth team's 20-year focus on medical professionals, and how they're giving back with a new book
Kyle Richie, guest panelist at the Private Wealth Canada Forum in Toronto November 8, 2018 — Markets Group
To do better, think better September 25, 2018 — Insurance Portal Most financial advisors treat their clients well. Too bad they don’t give as much care to how they run their own firms, the Canada Sales Congress (CSC) was told.
Kyle Richie keynote speaker at the Canadian Sales Congress June 19, 2018 — Insurance Portal
How Liberals can add ‘fairness’ to proposed tax changes September 28, 2017 — The Globe and Mail Since the federal government first unveiled its prospective changes to small-business taxation, it has remained unwavering in its commitment to "tax fairness" and a desire to expand Canada's middle class — a line it has been touting since the 2015 election campaign. But when you work with clients who will be affected by the proposals, what you see is a government that has decided to draw a bull's-eye around a tax regime that was designed to spur the small-business sector.
Embracing the details to capture a niche market February 2015 — IG Magazine Kyle and his team turn complexity in to clarity
Young Money: Go ahead, travel — it’s good for your career! July 1, 2013 — Financial Post With income for young people shrinking, is the dream of travelling worth the expense? Experts say it is not only doable with some planning, but it will enrich your career options.