Articles

  • 1 week ago | theglobeandmail.com | Anna Sharratt

    Open this photo in gallery:For many people who have just separated or divorced, tax season can seem overwhelming. “It’s so much more confusing than a regular filing,” says Sara McCullough, certified financial planner and owner of WD Development in Kitchener, Ont. “When someone has had a big situation change, they’re intimated by a tax return.”Ms. McCullough says there are several issues to contend with, which can be complicated by an acrimonious split.

  • 3 weeks ago | theglobeandmail.com | Anna Sharratt

    Open this photo in gallery:Analytics tools are helping insurers with underwriting decisions while carriers have simplified the application process and taken more of it in-house.Wipada Wipawin/iStockPhoto / Getty ImagesPlease log in to bookmark this story.Log InCreate Free AccountFive years after the onset of the COVID-19 pandemic, Globe Advisor is looking back at how the wealth management industry responded and how it has changed.

  • 2 months ago | theglobeandmail.com | Anna Sharratt

    Open this photo in gallery:What’s important for Canadians seeking to retire abroad is to start the planning process early and not have any surprises that can derail a relocation.LeoPatrizi/iStockPhoto / Getty ImagesPlease log in to bookmark this story.Log InCreate Free AccountJim Pan is privy to many of his clients’ retirement dreams. And for some, most of whom are in their 50s, looking to relocate to Asia or Europe in retirement is a key goal.

  • Jan 14, 2025 | theglobeandmail.com | Anna Sharratt

    Open this photo in gallery:A bonus is often seen as a windfall rather than part of overall compensation, which is generally a mistake.everydayplus/iStockPhoto / Getty ImagesPlease log in to bookmark this story.Log InCreate Free AccountBonuses are a big deal this year. According to a survey by employment agency Robert Half, 95 per cent of Canadian companies planned to award year-end bonuses at the end of 2024. But with a bonus comes a big decision about what to do with it.

  • Jan 12, 2025 | theglobeandmail.com | Anna Sharratt

    Open this photo in gallery:Many advisors fail to optimize their profile in ways that differentiate them from the competition.DADO RUVIC/ReutersPlease log in to bookmark this story.Log InCreate Free AccountLinkedIn can be a great networking tool for advisors looking to find new clients, showcase their thought leadership and boost their brand.

Contact details

Socials & Sites

Try JournoFinder For Free

Search and contact over 1M+ journalist profiles, browse 100M+ articles, and unlock powerful PR tools.

Start Your 7-Day Free Trial →

X (formerly Twitter)

Followers
231
Tweets
233
DMs Open
No
Anna Sharratt
Anna Sharratt @AnnaSharratt
3 Aug 24

Social media is fuelling teenage spending. But some parents are fighting back, setting limits and teaching restraint /via @globeandmail https://t.co/G4EyspN9Ps

Anna Sharratt
Anna Sharratt @AnnaSharratt
7 May 24

What young people can do when homeownership seems out of reach /via @globeandmail https://t.co/ojUg1HpRQA

Anna Sharratt
Anna Sharratt @AnnaSharratt
18 Mar 24

Don’t miss out on these more obscure tax deductions /via @globeandmail https://t.co/aSSPfPZFpD