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
Clarifying our position on awards process and criteria
Wealth management firm "chooses happiness" and more autonomy after leaving bank and returning to its independent roots
Personal trek from Uganda to Ontario informs Manish D. Kanani's approach and genuine care for clients
What are the winds of change that Canadian advisors should know about? A panel discussion, set to take place at the Q Wealth Canadian TIKI Lounge at the upcoming Future Proof festival will dive into the big issues
Alfred Lee, who helped build BMO ETFs, sees vast potential in the Canadian independent space and says there is a "real buzz" at his new firm
Matt Middleton tells WP that the lounge, which for the first time will feature a panel discussion on going independent, is the epitome of what he wants the Future Proof experience to be
Q Wealth Partners is back with an enhanced Canadian Tiki Lounge at the Future Proof Festival, offering progressive Canadian advisors the chance to benefit from world-class thought leaders
NextGen advisor's focus on planning and behavioural finance finds perfect new home at independent platform
Q Wealth's exclusive partnership with renowned thought leader Brian Portnoy and his team at Shaping Wealth promises to unlock the human dimension of money
