News

How to have a more “evolved” longevity conversation

How to have a more “evolved” longevity conversation

New Manulife survey finds advisor success in longevity planning, Julie Seberras highlights where advisors can still improve

Taking client concerns down to the core question

James Carney offers the view that as markets and circumstances change, answering one question remains at the core of an advisor’s work

Taking client concerns down to the core question

Anthropic sells its IPO into Canada but lists only on the Nasdaq

Toronto and London, Ontario managers weigh a US$1.5 trillion price tag against 93 pages of risk

Anthropic sells its IPO into Canada but lists only on the Nasdaq

Carney says Washington is “coming closer to our position” on steel and auto tariffs

Negotiators circle Section 232 relief with eight days left before the midterms

Carney says Washington is “coming closer to our position” on steel and auto tariffs

Premium

Where bonds can still reward you for taking the right chances

Where bonds can still reward you for taking the right chances

Franklin Templeton Canada’s Adrienne Young on where advisors can still find value in fixed income

Features

For Aleris Private Wealth, going bigger means gaining control

For Aleris Private Wealth, going bigger means gaining control

Dave Holt and Aaron Migie are bringing a more coordinated approach to complex family finances through their partnership with Q Wealth

The AI execution gap: what separates Canadian wealth firms that scale AI from those that stall

The AI execution gap: what separates Canadian wealth firms that scale AI from those that stall

A webinar with Focal AI founder John Connell on moving AI from pilot to firm-wide advisor capacity, without running afoul of Canadian privacy rules

Magazine

Wealth Professional 10.02

Investments

Microsoft buyout offer hits Canada as AI reshapes workforce

The tech giant's voluntary exit programme covers Canadian staff - and signals what AI investment costs in human terms

Microsoft buyout offer hits Canada as AI reshapes workforce

Commercial real estate investment picks up pace in key Canadian markets

Industrial, retail and multi-family assets drew the most capital nationally in the first half of 2026, despite elevated financing costs

Commercial real estate investment picks up pace in key Canadian markets

Harvest sees more value in volatility than investors think

Paul MacDonald on how HONE keeps investors in higher-growth names while using volatility to generate income

Harvest sees more value in volatility than investors think

OpenAI trims valuation target to US$1.25 trillion after investor pushback

Investors have until October 30 to commit as the ChatGPT maker races Anthropic to market

OpenAI trims valuation target to US$1.25 trillion after investor pushback

Questrade brings pre-market equity options trading to Canadian investors

Independent brokerage adds pre-market equity options access through Cboe, covering 29 underlyings at launch

Questrade brings pre-market equity options trading to Canadian investors