Evolve Olistica Wealth Services

06/23/2026

https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-three-things-top-us-advisor-teams-do-every-year-that-your-team-could/?cu_id=vCCx83kysMTlo0ezoyqvdvGx7o0zN0i2

Sterling Shea of Morgan Stanley Wealth Management says segmentation is about more than assets

06/19/2026

https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-when-buying-a-book-of-business-advisors-must-look-beyond-past/?cu_id=vCCx83kysMTlo0ezoyqvdvGx7o0zN0i2

Joe Millott of Fort Capital Partners says it’s hard to get into the industry if you can’t buy a book

06/17/2026

https://franklintempletonprod.widen.net/s/drx9xhmbf9/marketcommentary-situationroomglobal-en-gb

06/16/2026

https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-can-ai-make-your-practice-more-human/?cu_id=vCCx83kysMTlo0ezoyqvdvGx7o0zN0i2

Brian Portnoy of Shaping Wealth says it’s impossible to take the emotions out of investing

06/12/2026

https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-how-to-escape-the-trap-of-perfectionism/?cu_id=vCCx83kysMTlo0ezoyqvdvGx7o0zN0i2

Perfectionists may justify the trait as a necessary evil for high achievement, but there’s no relationship with performance

05/29/2026

https://www.sunlifeglobalinvestments.com/en/campaigns/diversification-matters/?WT.mc_id=en-ca:direct:promo_email:edm:diversificationq2

In today’s rapidly changing market landscape, managing risk and finding opportunity can be challenging. Our solutions are built for what’s ahead, empowering you through thoughtful, effective diversification.

05/27/2026

https://www.invesco.com/ca/en/insights/understanding-principal-residence-exemption.html?utm_client=552834501&utm_ver= -sign-up

05/26/2026

https://www.invesco.com/ca/en/insights/solid-ground-markets-strong-earnings.html?utm_client=552834501&utm_ver= -sign-up

05/22/2026

https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-when-legacy-goes-beyond-money-it-gets-harder-to-talk-about/?cu_id=vCCx83kysMTlo0ezoyqvdvGx7o0zN0i2

A lot of people have a hard time just thinking about and documenting what a legacy means