Canadian Investment News | Wealth Professional

News

"If they were a product manufacturer it would have stopped dead" – President explains firm acquisition

PWL has been acquired by a US wealth consultancy, but firm President says they’ll maintain independence

CIRO penalises Saskatoon representative for regulatory violations

Ethics course, $22,000 fine, and $5,000 costs ordered in CIRO hearing on misconduct allegations

Mackenzie Investments projects ETF growth beyond $519bn in 2025

Mackenzie's 2025 ETF Outlook identifies trends and tools to help advisors navigate a growing market

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Alda: Personalized protection against outliving your savings

Securing your senior years: Desjardins Insurance tackles longevity risk for a more stable financial future

Features

Why short-term bonds outshine cash in a falling rate environment

Franklin Templeton's Alex Lee on why short- bonds are reshaping investment strategies in today’s inverted yield curve environment

Applying global capabilities to the Canadian market

Global and local leaders from Franklin Templeton explain how they adapt their offerings to suit the unique needs of Canadian advisors and their clients

Advisor Intel

By Rob McClelland How we built an advisory office for the future

By Francis Gingras Roy Strategies to eliminate emotion when investing

By Francis Gingras Roy US election shouldn't affect long-term investment strategy

By Michael Connon Take advantage of the 'Connon Collapse'

Resources

How one young advisor is rising to new expectations

Industry news

How one young advisor is rising to new expectations

Industry news

Magazine

Wealth Professional 10.02

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Investments

Mackenzie Investments projects ETF growth beyond $519bn in 2025

By Freschia Gonzales Jan 23, 2025 ETFs

Mackenzie's 2025 ETF Outlook identifies trends and tools to help advisors navigate a growing market

Dynamic Funds launches new active ETF for innovation

By Freschia Gonzales Jan 23, 2025 ETFs

DXID launches on TSX, offering global exposure to disruptive technologies and managed by Noah Blackstein

Dynamic Funds launches new active ETF for innovation

Why Canadians retire

By David Kitai Jan 22, 2025 Retirement Solutions

One of the biggest determinants of success post-work is the capacity to retire to something, rather than just from something

Retail investors' risk appetites have grown

By Freschia Gonzales Jan 22, 2025 ETFs

Survey shows younger Canadians favour non-traditional strategies to meet financial goals

Retail investors' risk appetites have grown

Mackenzie Investments introduces funds with equity and income strategies

By Freschia Gonzales Jan 22, 2025 Mutual Funds

New funds use equity allocations and option writing to support cash flow and capital growth

Mackenzie Investments introduces funds with equity and income strategies

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