Wealth Professional's special reports provide an expert-collated resource for the industry when looking for best-in-class partners and the most revered service providers.
The Special Reports also provide an opportunity to honor the top companies and individuals in the industry for their hard work and commitment to innovation. This year, Wealth Professional will produce a comprehensive portfolio of special reports covering a plethora of topics and agendas that are top of mind for professionals and most pertinent to the industry.
Our User Guide details the entire process from the initial research stage to final publication, and also introduces the team members who work on our special reports in a variety of roles.
To view the entire schedule and participate in the surveys that are integral to revealing the trends and conversations that matter, please visit our Annual Calendar
Low fees draw US$69 billion into a single fund this year as passive cash eyes coming mega-IPOs
From advisor of the year to dealer of the year, see who took home top honours at Liberty Grand
Spotlighting the best financial advisors in Canada who prove that tech cannot replace their high-level skills and emphasize why the human connection remains critical
Join your peers at Toronto’s Liberty Grand for a night of insight, recognition, and real connection
Spotlighting the top portfolio management software and fintech providers in Canada who are tackling pain points and enabling advisors to do more
Announcing the 50 Best Fund Wholesalers in Canada who act as business partners to advisors, enabling them to better serve their clients
Submit your 2026 nominations today before the deadline passes
You have 2 weeks til nominations will be closed
Nominate standout advisors and firms for the Wealth Professional Awards at Liberty Grand
The top female financial advisors and professionals in Canada are celebrated for supporting and guiding their clients through the past year of volatility
The best financial advisors and professionals under 40 in Canada are recognized for bringing fresh perspectives and cutting-edge advice to clients
Recognizing the best wealth management firms to work for, whose innovative and supportive policies enable employees to thrive
