The roster of big names behind start-up says something about the future of the industry in Canada.
Going solo – sans big firm – can be daunting for any financial planner. But still so many continue to dream. One advisor who overcame that fear now wants to help guide others through it
The who's who of Canadian Wealth Professionals
Big players may be making a move into the exempt market space, but advisors across the country have been slower to steer their clients in the same direction. But that may be about to change.
WP gets down to the nitty gritty with number 3 on this prestigious list, as he shares his insights on today's market in a candid Q&A.
The time has come to recognize the country’s finest planners as we unveil Wealth Professional’s inaugural list of the top 50 financial advisors in Canada. In a trailblazing initiative, the industry’s top performers are finally being rewarded for their excellence.
Advisor predicts only a handful of Canadian advisors will make the switch, despite increased regulation.
WP releases the first 25 advisors that made the cut on its Top 50 Advisors in Canada list, featured in the latest issue of WP Magazine.
Rob McClleland's Wealth Professional Canada Top 50 Advisor Profile.
Nathan Leibowitz's Wealth Professional Canada Top 50 Advisor Profile.