Globe Advisor - The Globe and Mail

Strengthened standards proposed for certified financial planners

The introduction of the ‘duty of loyalty’ will replace the existing ‘client-first’ principle and enhance the duty requiring CFP professionals and those currently in the FPSC Level 1 certificate course to place the client’s interests first by introducing specific obligations

Clare O’Hara

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Summertime portfolio checkup: Stick with a pro, or go DIY?

Evaluate whether you should go it alone, seek professional portfolio advice, or choose a combination of the two

Black gold: Six stocks to play higher oil prices

With the recent pullback among oil names, we asked three energy fund managers to pick stocks that offer opportunity

Will interest rates keep rising? How to successfully ladder GICs and bonds

Investors should build a ladder that extends five years or less, not longer, advisors say

Still want to ride the cannabis boom? Six bets to play the green gold rush

As the budding pot industry takes shape, three fund experts pick cannabis stocks that could prove rewarding

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