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CFA Institute Targets Questionable Advice From Finfluencers
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January 26, 2024

CFA Institute Targets Questionable Advice From Finfluencers

Investment Executive

Regulators could create public reports on complaints about finfluencers, Institute recommends.

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How One Millennial Financial Advisor is Helping to 'Unbank' Gen Y Clients
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January 4, 2024

How One Millennial Financial Advisor is Helping to 'Unbank' Gen Y Clients

Wealth Professional

Millennial-focused financial planner leans into advice-focused vision with strategic rebrand

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2023 Winners and Excellence Awards
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December 1, 2023

2023 Winners and Excellence Awards

Wealth Professional

Sam Lichtman of Achieve Wealth Management received a Excellence Award

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How advisors are engaging younger clients with fewer assets
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November 8, 2023

How advisors are engaging younger clients with fewer assets

The Globe and Mail

How advisors are engaging younger clients with fewer assets

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Why failing the FIRE challenge isn't just about finances
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October 23, 2023

Why failing the FIRE challenge isn't just about finances

Wealth Professional

Rising rates, inflation, and housing affordability aren't the only reason early retirement plans don't pan out, says financial planner

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Is that $5 coffee actually free? How TikTok's 'girl math' trend is changing the online money conversation
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September 14, 2023

Is that $5 coffee actually free? How TikTok's 'girl math' trend is changing the online money conversation

CBC News

Jokey TikTok videos that rationalize purchases and spending habits can actually be useful, advisers say

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Want to invest but not sure where to start? A monthly subscription model for financial advice may be for you
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September 11, 2023

Want to invest but not sure where to start? A monthly subscription model for financial advice may be for you

The Toronto Star

Would you pay a monthly fee for financial advice? The adviser subscription model is popular in the U.S. — and it’s gaining ground here.

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For Canadian millennials, FHSA unlocks extreme planning flexibility
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August 18, 2023

For Canadian millennials, FHSA unlocks extreme planning flexibility

Wealth Professional

From home buying to retirement planning, millennial financial planner Sam Lichtman sees a host of opportunities

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Canadian millennial renters must save 50 percent more for retirement than millennial homeowners: report
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April 14, 2023

Canadian millennial renters must save 50 percent more for retirement than millennial homeowners: report

CTV News

If millennials weren’t already feeling the pressures of high inflation and the soaring cost of living in Canada, a new study shows millennial renters(opens in a new tab) will have to save over 50 per cent more for retirement than millennials who own a home.

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Lacking financial literacy, young people are taking it into their own hands
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April 4, 2023

Lacking financial literacy, young people are taking it into their own hands

BNN Bloomberg

Sam Lichtman, a certified financial planner who educates young Canadians through his TikTok videos and podcast called Millennial Money Canada, said he, too, had to take matters into his own hands, deciding to work in the finance industry to learn “the secrets of the insiders.”

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Study shows inflation one cause of declining mental health among Canadians
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February 24, 2023

Study shows inflation one cause of declining mental health among Canadians

Global News

Canadians are reporting that their mental health is hitting a low with many of the provinces showing declines month after month.

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5 Star Advisor 2022
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December 1, 2022

5 Star Advisor 2022

Wealth Professional

Following the extraordinary events of the pandemic, the planet as a whole is going through easily the most challenging economic climate it has seen in recent history.

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2022 Winners and Excellence Awardees
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December 1, 2022

2022 Winners and Excellence Awardees

Wealth Professional

Sam Lichtman of Achieve Wealth Management was a Excellence Awardee.

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Rising Stars 2021
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December 1, 2021

Rising Stars 2021

Wealth Professional

Young professionals working in the Canadian wealth management industry have been forced to navigate choppy waters at an early juncture in their careers. The COVID-19 pandemic sparked a market crash in March 2020, workforces went remote, and investors were left biting their nails and questioning their portfolio decisions.

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Young investors are swarming to TikTok for financial advice — but should they?
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October 4, 2021

Young investors are swarming to TikTok for financial advice — but should they?

The Toronto Star

There’s a lot of lousy financial advice swirling around on TikTok. But there’s good advice too. Here’s how to tell the difference.

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