News

CEOs of FP Canada, CPA Canada discuss new partnership

CEOs of FP Canada, CPA Canada discuss new partnership

From major industry trends through the details of CE harmonization, Tashia Batstone & Pamela Steer put their new MOU in the context of a changing client demand

WP award winners share what sets them apart

Winners from across categories reveal secrets of their success in the moments after their big wins

WP award winners share what sets them apart

Advisor in court over $1.8 million in client funds allegedly misdirected

OPP and CIRO allege ex-Quadrus adviser misused client funds and issued falsified investment documents

Advisor in court over $1.8 million in client funds allegedly misdirected

CIRO confirms $1.2 million crypto trading breach by Assante advisor

Meehan used personal wallets for thousands of off-book crypto trades, CIRO records show

CIRO confirms $1.2 million crypto trading breach by Assante advisor
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Premium

Smarter deals, stronger communities, sustainable real estate growth

Pier 4 on sustainable growth, resident well-being, and uncovering long-term value in secondary markets

Features

YouPotential: Q Wealth Partners launches human-first podcast to inspire a more meaningful life

A new media venture trades product talk for perspective and the stories with entrepreneurs, artists and though leaders asking the tough life questions

Kevin Hegedus is blazing a trail as a registered portfolio manager with Q Wealth

After reaching a crossroads in his career, an experienced advisor has reshaped and enhanced PWM Private Wealth Counsel's offerings with the help of innovative independent platform

Advisor Intel

By Francis Gingras Roy For investors, just like race drivers, perspective is a competitive advantage
Francis Gingras Roy
By Carlo Cansino Why new hires must buy into firm philosophy to succeed
By Francis Gingras Roy Election outcome signals continuity — with strategic shifts
Francis Gingras Roy
By Michael Connon Finding calm after election storm
Michael Connon

Resources

Most advisors 'don't have a value system' to create wealth

Most advisors 'don't have a value system' to create wealth

Most advisors 'don't have a value system' to create wealth

How Charli Capital is helping advisors save time and scale their practice

Industry news

How Charli Capital is helping advisors save time and scale their practice

Power Panel: the advisory team

Industry news

Power Panel: the advisory team

How one young advisor is rising to new expectations

Industry news

How one young advisor is rising to new expectations

Magazine

Wealth Professional 10.02
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Investments

How much do Canadian pre-retirees think they need to have saved?

Study finds most believe it's a lot more than 20 years ago amid rising complexity

How much do Canadian pre-retirees think they need to have saved?

REITs and institutions are cautiously returning to Canadian CRE

Commercial real estate rebalances amid global trade and economic uncertainty

REITs and institutions are cautiously returning to Canadian CRE

Ottawa homebuyers policy has unintended consequences warns Desjardins' Norman

Economist urges federal government to extend GST relief on new homes

Ottawa homebuyers policy has unintended consequences warns Desjardins' Norman

Is AI the shot in the arm the Canadian labour force actually needs?

Beyond fears of job losses, new report suggests benefit to the economy

Is AI the shot in the arm the Canadian labour force actually needs?

How global conflicts, European rearmament could drive commodity prices

Commodities specialist outlines how conflicts typically impact key inputs, highlights why this is a different moment

How global conflicts, European rearmament could drive commodity prices