Wall St loses ground as bond yields rise; McDonald's, Coca-Cola slip – Reuters + MORE Oct 23rd

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Why Gen Z Is choosing career vibes over big paycheques, especially early on + MORE Feb 5th

For decades, the standard career advice for young Canadians was as linear as an airport security line: shoes off, laptop out, no detours. Except in career land it was: get the degree, find the best-paying gig, climb the corporate ladder, and don’t look back until retirement.  But according.... More »

Heading to college or university? Follow these smart money habits Aug 13th

New-found freedom and an early taste of adulthood await many young adults starting post-secondary education this fall.  With freedom comes responsibilities: attending classes and studying while also maintaining a social life and making time for chores, meals and maybe even a part-time job—all .... More »

New to Canada? A new way to transfer your credit score Oct 25th

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Waiting for tax time? New survey shows more Canadians are relying on refunds Mar 26th

What people plan to do with their tax refund gives a tiny glimpse into the economy as a whole, which is why EQ Bank recently released its survey on how Canadians are approaching tax season this year.  Spoiler alert: It’s been a rocky few years with inflation and a high cost of living, so it’.... More »
Wall St loses ground as bond yields rise; McDonald’s, Coca-Cola slip  ReutersStock market today: Dow leads stocks lower as Treasury yields tick up  Yahoo FinanceNasdaq Futures Fall On Higher Bond Yields Ahead Of Tesla Earnings  BarchartStock Market News Today, 10/23/24 – Futures Slip After Weak S&P 500 Performance  TipRanksStocks Edge Lower as Traders Track Earnings Rush: Markets Wrap  Bloomberg

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How Baker Tilly Toronto supports insurance providers in transitionThe insurance industry is constantly evolving, facing disruptions from technological advancements, intergenerational wealth transfers, market consolidation driven by private equity, and shifting regulations.

For professional advisors like Baker Tilly Toronto, staying current in this business landscape is critical. And for insurance intermediaries, the key to thriving in this environment is to partner with experts like Baker Tilly Toronto that offer specialized expertise and strategic guidance.

Steven Frye, Baker Tilly Toronto

An ever-changing business landscape

“With the massive transfer of wealth currently going from one generation to the next, there’s a lot of consolidation going on,” explains Steven Frye, partner, audit, valuations and corporate finance at Baker Tilly Toronto, a leading independent audit, tax and advisory firm. “And private equity groups have driven the value of insurance brokerages up to a level that I didn’t even think was possible 20 years ago…

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