Featured work

Most of my Advisor.ca work is available here.

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Selected work

• What we've learned from the Emerge ETFs saga (broke story internationally; see ongoing coverage)

• Editorial: Bare trusts debacle makes fools of the law-abiding (unsigned; published earlier than commentary from national outlets)

• How the National Bank deal could affect wealth management

• OSC has conflicts of interest in its crosshairs

• RBC, BMO commit to racial equity audits following engagement from investors (broke story nationally)

• Former OSC commissioner Glorianne Stromberg dies

• The secret to hiring summer students

• How to invest for reconciliation

• What financial firms are doing to fight systemic racism

• Budget 2019 could mean more tax payable for fundholders

• CRA targets RRSP, TFSA abuses in long-awaited tax document (with follow-up articles here and here)

• Advisor or adviser? It’s not that simple

• What to do about lavish wholesaler gifts

• The easiest way to call yourself an advisor

• How banned IIROC and MFDA advisors can still sell insurance

• How to bring 401(k)s and IRAs to Canada

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Selected Corporate Knights work

• Great lakes, big problem

• Missing persons

• No Canadian left behind?

• Thirsty for answers

• Environmental smorgasbord