News

Former director admits manipulative trading, accepts eight-year Alberta market restrictions

Former director admits manipulative trading, accepts eight-year Alberta market restrictions

A spouse's account, unfiled insider reports and a $1.94 share price peak

Court lets financial institution question company that offered to admit liability

The company dropped its defence and offered to concede. The other side still wants answers.

Court lets financial institution question company that offered to admit liability

Court rejects insurance broker's bid to undo $52.4M arbitration award

It counterclaimed, then argued the panel had no power. The judge wasn't persuaded.

Court rejects insurance broker's bid to undo $52.4M arbitration award

Does a critical minerals push make this tax strategy more attractive?

Existing tax incentives and new macro tailwinds get rolled together in a flow-through strategy, explains Robert Anton

Does a critical minerals push make this tax strategy more attractive?
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Premium

The AI race is on. Continuum is betting client context decides who wins

The AI race is on. Continuum is betting client context decides who wins

Continuum’s founders built a platform around the advisor knowledge software leaves between meetings

Features

Clients want more of their advisor, not AI

Clients want more of their advisor, not AI

Maximizer webinar examines whether AI is creating more time for advisors to guide, reassure and stay close to the clients who rely on them

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

Advisor Intel

By Michael Connon Online gambling is not investing, and family wealth is paying for it
Michael Connon
By Dianne C. White Scaling a wealth management firm as founders and key staff retire
Dianne C. White
By Richard Rampersad Why professional networking builds a stronger wealth practice
Richard Rampersad
By Chris Arthur How to achieve high retention rates when selling your practice
Chris Arthur

Resources

Clients Don't Want AI. They Want a Human With Time and Knowledge

Clients Don't Want AI. They Want a Human With Time and Knowledge

Clients Don't Want AI. They Want a Human With Time and Knowledge

AI in Wealth Management: Risk, Value and the Advisor's Edge

Alternative Investments

AI in Wealth Management: Risk, Value and the Advisor's Edge

How Pier 4 reads risk in real estate

Alternative Investments

How Pier 4 reads risk in real estate

Service that goes beyond investments

Industry news

Service that goes beyond investments

Magazine

Wealth Professional 10.02
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Investments

ETF investors back invest-at-home policies at 62%: CETFA survey

Ownership of ETFs climbed to 24% as Canadians pressed Ottawa for better tax treatment

ETF investors back invest-at-home policies at 62%: CETFA survey

Carney says Canada’s approach to the US auto trade must change

Ottawa and Ontario put $8.7 billion behind steel, autos and critical minerals as exports slide

Carney says Canada’s approach to the US auto trade must change

A stability play in fixed income

As public credit markets stay choppy, Nayef Perry shares how private credit can serve as ballast

A stability play in fixed income

Top-quartile Canadian funds still lost to their benchmarks in first half 2026

SPIVA Canada Scorecard puts the bottom-quartile shortfall at 7.3% across seven categories

Top-quartile Canadian funds still lost to their benchmarks in first half 2026

Trump backs off jet ban threat and Bombardier shares climb

RBC’s James McGarragle says the retreat clears a headline overhang weighing on investor sentiment

Trump backs off jet ban threat and Bombardier shares climb