Meeting client expectations in challenged markets
Kathrin Forrest from Sun Life tells WP about her rapid rise from grad school student to portfolio manager
CIBC announces major management shakeup
The head of wealth management will leave the bank as part of the changes, which were announced this morning
How to help a client handle a cash windfall
Amassing an instant fortune may seem like a far flung dream, but it is actually more common than many people think
Inside AGF’s strategy for growth
The company’s chief investment officer, Kevin McCreadie, tells WP how the company plans to expand
Advisor: how I’ve navigated 28 years in the industry
The financial advice business runs in Brian Burlacoff’s family, but he didn’t jump into the industry without careful consideration
Is it possible to successfully time the market?
Market timing is a strategy that always splits opinion, but can it actually work?
Why investors might be ignoring the biggest market risk
News around stretched valuations has been hard to escape in recent months, but it might not be the most important story
Market risks splitting opinion among experts
Bill Gross thinks market risks are at their highest levels since before the financial crisis, but it’s not an opinion shared by all
Is the Canadian hedge fund market ready to take off?
Portfolio manager Michael White sees “tremendous opportunity” in Canadian hedge funds, but are investors ready to embrace them?
Future looks bright for Canadian SPACs
Although they have a long and storied history south of the border, SPACs are a relatively new concept here in Canada