News

'I don't just care about client's money, I care about their well being'

'I don't just care about client's money, I care about their well being'

Skyelar Siwak, of Hemisphere Capital, is an advisor in a hurry but says earning her clients' trust is central to everything she does

Why this is the time to inflation-proof your portfolio

Portfolio manager believes inflation is here to stay and that investments should reflect these risks

Why this is the time to inflation-proof your portfolio

Why don't clients trust you enough to follow all your advice?

Study behavioural economics to understand their overconfidence, risk aversion, control need, and lack of future understanding

Why don't clients trust you enough to follow all your advice?

Could Canadian stocks offer better inflation insulation?

National Bank analysis shows how S&P/TSX has historically performed during periods of rising broad-based prices

Could Canadian stocks offer better inflation insulation?

Features

How a TD ETF unearths 'rational growth'

John Miller, Managing Director, Epoch Investment Partners Inc. (Epoch), wholly-owned subsidiary of The Toronto-Dominion Bank and an affiliate of TD Asset Management Inc. (TDAM), explains how a global screening process offers selection that is optimized, not compromised

What's the secret behind The Wealthbuilding Group's success?

Dan Noonan, one of Wealth Professional's 5-Star advisors, explains the elements of his practice's client-centric approach

Are you being proactive with clients who fear standard of living is eroding?

Pick up the phone or book a Zoom to see how their psyche, spending, or future plans are changing, say senior advisors

People moves

New BMO Private Wealth strategy head delights in career 'renaissance'

Head of strategy and execution plans to tell BMO's story in a more meaningful way to attract interest across the industry

Regulators

Securities regulators unveil draft climate disclosure requirements

Proposed requirements would put information issuers in line with climate task force requirements and help address costs of reporting

WP Talk

Canada's pension system has a gender issue

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

Magazine

Wealth Professional 9.06

Investments

Why this is the time to inflation-proof your portfolio

Portfolio manager believes inflation is here to stay and that investments should reflect these risks

Why this is the time to inflation-proof your portfolio

Canadian ESG funds' growth slowed in Q3, says Morningstar

Sustainable funds and ETFs took in $2.2 billion as number of year-to-date launches tops 2020

Canadian ESG funds' growth slowed in Q3, says Morningstar

Have Canadian VCs broken free from tech-hub tyranny?

Latest report from KPMG reveals strong venture capital investment in Q3, with activity 'right across the board'

Have Canadian VCs broken free from tech-hub tyranny?

How advisor turned his career around to become a rising star

From sales-focused start in the industry, John Baynham discovered a more rewarding, client-centric approach could enhance people's lives

How advisor turned his career around to become a rising star

COP26: Keeping climate issues on the front burner

CrossPoint Financial PM says upcoming COP26 summit is a key part in incremental process of achieving real impact on climate change

COP26: Keeping climate issues on the front burner