News

FP Canada appoints new chair and board members

FP Canada appoints new chair and board members

Seasoned professionals take on new roles

Fraud sanction of $6.8 million enforced despite ex-rep's bankruptcy

Supreme Court clarifies limits of debt forgiveness in fraud cases

Fraud sanction of $6.8 million enforced despite ex-rep's bankruptcy

Are political tensions really driving snowbirds home?

Portfolio manager says the media may be missing the bigger picture in the snowbird property selloff

Are political tensions really driving snowbirds home?

Tech stocks might be booming but the ride isn't risk-free, warns portfolio manager

AI has powered the comeback but which firms are ahead of the game? Expert dives into the much-hyped investment sector

Tech stocks might be booming but the ride isn't risk-free, warns portfolio manager
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Premium

From disruption to domination: CMI's visionary rise

Bryan Jaskolka turned adversity into fintech triumph – and transformed Canada's mortgage landscape

Features

Part One: Digital empowerment: how advisors thrive with trading platform Qtrade

In the first of a two-part series, Darren Dalchand of Aviso explains how Qtrade supports advisor efficiency, without displacing the advisor-client relationship

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

How this five-star advisor is navigating 'the never ending cycle of doom'

How this five-star advisor is navigating 'the never ending cycle of doom'

How this five-star advisor is navigating 'the never ending cycle of doom'

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

Alternative Investments

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

Magazine

Wealth Professional 10.02
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Investments

Fraud sanction of $6.8 million enforced despite ex-rep's bankruptcy

Supreme Court clarifies limits of debt forgiveness in fraud cases

Fraud sanction of $6.8 million enforced despite ex-rep's bankruptcy

Tech stocks might be booming but the ride isn't risk-free, warns portfolio manager

AI has powered the comeback but which firms are ahead of the game? Expert dives into the much-hyped investment sector

Tech stocks might be booming but the ride isn't risk-free, warns portfolio manager

Canadian mutual fund sales rebound, ETF sales increase

The latest investment fund stats for May have been released

Canadian mutual fund sales rebound, ETF sales increase

Financial planning for Canada's newcomers; an untapped market?

How advisors can meet the demand for financial advice and insurance

Financial planning for Canada's newcomers; an untapped market?

Pension fund doubles down on climate-related investments

Fund reaffirms sustainable investing focus because they are 'at the heart' of its fiduciary responsibility

Pension fund doubles down on climate-related investments