Getting down with the designation
On the heals of IIROC's latest guidance notes on how to debunk the confusion behind, what is commonly labelled, the alphabet soup of industry designations, two Montreal advisors express their point of view on why one certification is increasingly essential to the recipe.
In-depth with No. 6 from WP's Top 50 Advisors in Canada
WP gets down to the nitty gritty with number 6 on this prestigious list, as he shares his insights on today's market in a candid Q&A.
Wealth Professional Canada's Top 50 Financial Advisors
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.
New international designation? More alphabet soup, says Toronto advisor
A new wealth-manager accreditation - imported from Europe and offered by the CSI - will give Canadian advisors greater access to high-net worth clients.
WP unveils the cream of the crop
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.
WPCA Top 50 Advisor: Shafik Hirani
Shafik Hirani's Wealth Professional Canada Top 50 Advisor Profile.
WPCA Top 50 Advisor: Nick Bakish
Nick Bakish's Wealth Professional Canada Top 50 Advisor Profile
5 minutes with... Victor Lamba, Investors Group
This Investors Group financial planner and Whitby, Ont., native shares the best advice he's ever been given and why the first two years in business are so often make or break for an advisor.
LGBT community, a missed opportunity for advisors
New stats show LGBT investors aren't seeking LGBT advisors
Some ‘forex’ funds are smoke and mirrors, warn Ontario advisors
Toronto man’s arrest and OSC warning sets off alarm bells with advisors