News

Ontario private mortgage lending declines in 2024 but remains significant: FSRA

Ontario private mortgage lending declines in 2024 but remains significant: FSRA

Growing delinquencies and regional trends expose risks

Advisors shift to active management as ETF allocations surge

Client engagement drives advisors’ tech adoption

Advisors shift to active management as ETF allocations surge

Rate swings complicate mortgage decisions across Canada: survey

Tariffs and low builder confidence add layers of uncertainty

Rate swings complicate mortgage decisions across Canada: survey

Investors pull back from tech as Fed decision looms

Investors eye valuation concerns while trimming risk-heavy positions

Investors pull back from tech as Fed decision looms
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Premium

Overlooked and outperforming: Canadian small caps

ClearBridge sees Canadian small caps not as speculative bets but as global compounders trading at a discount

Features

Building lasting relationships: Avenue Living's unique family-first approach

From revitalizing homes to creating inclusive community experiences, Avenue Living is taking purposeful steps to help families thrive

Kevin Hegedus is blazing a trail as a registered portfolio manager with Q Wealth

After reaching a crossroads in his career, an experienced advisor has reshaped and enhanced PWM Private Wealth Counsel's offerings with the help of innovative independent platform

Advisor Intel

By Francis Gingras Roy Open finance will be a transformational force in financial services
Francis Gingras Roy
By Chad Larson Private Credit: The growing power in modern portfolios
Chad Larson
By Chad Larson Rethinking the 60/40 portfolio: Why going beyond traditional investments is no longer optional
Chad Larson
By Francis Gingras Roy Advisor incorporation could be the industry’s next big shift
Francis Gingras Roy

Resources

Unpacking alternatives with Chad Larson

Unpacking alternatives with Chad Larson

Unpacking alternatives with Chad Larson

What makes an advisor a rising star?

Industry news

What makes an advisor a rising star?

How top advisors navigate life-changing liquidity events

Alternative Investments

How top advisors navigate life-changing liquidity events

CFRs in 2025: KYP and Demonstrating Suitability 

Industry news

CFRs in 2025: KYP and Demonstrating Suitability 

Magazine

Wealth Professional 10.02
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Investments

Investors pull back from tech as Fed decision looms

Investors eye valuation concerns while trimming risk-heavy positions

Investors pull back from tech as Fed decision looms

Canadian fintech rides smaller wave after last year's record high

Investors shift focus to profitable fintechs with strong fundamentals, KPMG report shows

Canadian fintech rides smaller wave after last year's record high

New AI tool promises advisors to flag risks and opportunities in client portfolios

FNZ launches advisor AI to automate meetings and reduce administrative tasks for advisors

New AI tool promises advisors to flag risks and opportunities in client portfolios

Canadians' homebuying intentions are clouded by current uncertainty

Conflicting rate forecasts and shifting economic pressures fuel confusion for homebuyers

Canadians' homebuying intentions are clouded by current uncertainty

Canadian investors' appetite for US equities cools slightly in June

Official stats show overall preference for foreign securities

Canadian investors' appetite for US equities cools slightly in June