With a recent Forbes recognition as a 2025 Best In State Wealth Advisor and deep roots in the community, founding partner Josh Schlieman is guiding his firm into its next chapter. As it becomes Schlieman Wealth, he and his brother Austin are reinforcing a legacy of personalized guidance and a
Global banking giant HSBC has appointed Chaoni Huang, a seasoned executive from BNP Paribas, to lead its sustainable finance operations in Asia. This hire comes as the bank faces intense scrutiny for backtracking on climate commitments. The move raises a central question: can one executive steer
With mortgage rates descending to their lowest point in over a year, the current market presents a compelling opportunity for prospective homeowners who have been patiently waiting for the right moment to make a move. This shift creates a window for both first-time buyers and existing homeowners
The year 2025 will be remembered not for a single disruptive innovation but for the powerful convergence of foundational technologies and strategic leadership shifts that collectively reset the operational playbook for the entire financial services industry. Across the sector, long-discussed
A contentious decision that will reverberate through household budgets across the region has been finalized, as the Regional District of Nanaimo board moved forward with a controversial financial plan despite a chamber filled with dissenting voices. During a tense Dec. 9 meeting, the board approved
The long-held approach to retirement saving, once a passive exercise of setting contributions and letting time do the work, is rapidly becoming obsolete. As the financial world looks toward 2026, a powerful convergence of landmark legislation, shifting market dynamics, and a sophisticated
