Chris Jones

Chris Jones

Chris Jones has spent time working as a journalist in the newspaper industry. He has been writing for Wealth Professional since 2020, covering topics from ETFs to financial planning. Currently he is a content specialist working just outside of Toronto.

More than just an advisor

Raymond James' Mary Hagerman has been a financial advisor for 30 years, and she applies the discipline of a black belt to her work

More than just an advisor

How Croesus makes sure its tech is optimized for advisors

Developers explain the process of engaging finance professionals in product testing and modification

How Croesus makes sure its tech is optimized for advisors

Understanding the realities of a portfolio manager's job

Members of Croesus' UX Research team explain the value of hands-on research, as well as the importance of understanding how a portfolio manager’s whole team uses their product

Understanding the realities of a portfolio manager's job

WP Awards to put industry's stars in the spotlight

Taking place on June 2-3, our free-to-attend annual awards extravaganza will honour those in wealth management who have excelled this past year

WP Awards to put industry's stars in the spotlight

A more diverse world at Sun Life Global Investments

SLGI Asset Management Inc.’s new President wants to help diversify staff, and bring a variety of perspectives to the table to better help advisors and investors

A more diverse world at Sun Life Global Investments

Changing the world with your investments

NEI believes the American Jobs Plan will help create investment opportunities in an economy that is stronger, cleaner, more resilient and fair, and will highlight companies making strides for a greener future

Changing the world with your investments

Going green with Brompton

Brompton Funds is investing in sustainable power and infrastructure, and believe it offers clients attractive growth and income opportunities

Going green with Brompton

Finding your desired outcome with Picton Mahoney

Firm offers a Portfolio Construction Consultation Service, which gives advisors access to data analysis, and helps them to achieve better outcomes

Finding your desired outcome with Picton Mahoney

Improving your 'Agility' with Croesus

With the use of 'Agility', Croesus identifies the best ideas from all levels of the organization, creating a more fruitful workplace

Improving your 'Agility' with Croesus

A strong alternative to the traditional 60/40 portfolio

The allocation method is no longer pulling in high enough returns for many clients, and CMI’s Warren Aarons believes MICs present a compelling alternative

A strong alternative to the traditional 60/40 portfolio