Jeff Sanford

Jeff Sanford

I'm a senior writer for Wealth Professional Canada. Ask me anything about the financial planning industry in Canada.

Contact me via email: [email protected].
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Low rates force different tack for pension plans

“Low risk and low rates” have pension experts talking about an overhaul of current plans to make them more nimble and, indeed, more viable.

Wealthsimple expands at furious pace

WP checks in with the CEO of online advisor firm as business gets up to speed.

Clever Marketing 101: Davis Rea talks fiduciary duty

The debate over the need for a fiduciary standing in the wealth management industry seems to be on the back burner. Clever wealth management capitalizes on perceived regulatory lassitude.

Also read: Wow. Mawer absolutely rocked it last night

Calgary firm dominates award show.

Well read: David Michaels fine handed down

B.C. advisor and radio host ordered to pay $23 million, $5 million of which will go to BCSC.

It’s that time again! The Top 50 Canadian advisors survey is up online

The survey goes live today. Fill it out for a chance to get on the list everyone will be talking about.

Most read: Canada’s oldest financial advisor firm bulking up

What the banks can’t offer independents.

Also read: A lesson in how not to handle a conference on fiduciary duty

Head of RBC Wealth Management in the U.S. loses bank's stake in world’s largest IPO.

Are the Day Traders back?

Canadian “active trading” firm reports big pick-up in business; offering a fascinating range of new products.

Top-ranked U.S. advisor dead in wake of irregularities in personal fund

An advisor ranked 5th on the Barron’s list of top advisors has taken his own life.