News

A nuanced approach to values-based investing

A nuanced approach to values-based investing

A combination of portfolio fundamentals, structured overlays, and deep client knowledge inform this advisor’s approach when his clients want their values reflected in their portfolios

US GDP surges in Q2 with strong consumer and government spending

The second quarter sees unexpected US economic growth, bolstered by consumer activity and federal expenditures

US GDP surges in Q2 with strong consumer and government spending

TD Asset Management announces changes to TD Mutual Funds

TD Asset Management will implement changes to TD Mutual Funds, including lower fees, name changes, and adjusted risk ratings

TD Asset Management announces changes to TD Mutual Funds

Macklem warns of inflation falling too far amid new economic concerns

Bank of Canada Governor Tiff Macklem discusses inflation risks, interest rates, and economic challenges ahead

Macklem warns of inflation falling too far amid new economic concerns

Premium

Why mortgages belong in investment portfolios

CMI Financial Group details how mortgage investments can be a lucrative portfolio stabilizer – and why partnering with an industry leader makes all the difference

Features

U.S. equities the reliable path to long-term wealth

AllianceBernstein's quality, stability and price strategy driving growth

A call for a more comprehensive critical illness plan: Desjardins Insurance

Martin Labarre details the continuous innovation required to support clients with the products they need

People moves

CEO fights $47m tax dispute with Canadian authorities

Glenn Chamandy, Gildan CEO, faces a $47m tax dispute with Revenu Québec over alleged "sham" trades

Regulators

CSA reports record increase in monetary sanctions

Fines and restitutions by Canadian Securities Administrators rise sharply, with significant increases in penalties and investor alerts

WP Talk

A real estate investment built on expanding homeownership

How a private equity firm is applying the Singaporean model to Canada

Magazine

Wealth Professional 10.02

Investments

A nuanced approach to values-based investing

A combination of portfolio fundamentals, structured overlays, and deep client knowledge inform this advisor’s approach when his clients want their values reflected in their portfolios

A nuanced approach to values-based investing

TD Asset Management announces changes to TD Mutual Funds

TD Asset Management will implement changes to TD Mutual Funds, including lower fees, name changes, and adjusted risk ratings

TD Asset Management announces changes to TD Mutual Funds

The BoC is cutting, but has its pivot come too late?

Dovish language and cuts offer respite for bond investors, but may be too late to prevent weakening consumers, economy

The BoC is cutting, but has its pivot come too late?

Canadians still favour traditional banks especially older people

Report suggests that partnerships may help banks retain savers

Canadians still favour traditional banks especially older people

Decision Day: BoC expected to cut interest rates again

Economists believe conditions are right for a further decrease

Decision Day: BoC expected to cut interest rates again