Wealth Professional's special reports provide an expert-collated resource for the industry when looking for best-in-class partners and the most revered service providers.
The Special Reports also provide an opportunity to honor the top companies and individuals in the industry for their hard work and commitment to innovation. This year, Wealth Professional will produce a comprehensive portfolio of special reports covering a plethora of topics and agendas that are top of mind for professionals and most pertinent to the industry.
To view the entire schedule and participate in the surveys that are integral to revealing the trends and conversations that matter, please visit our Annual Calendar
Leading wealth management wholesalers on what works in changing market conditions
WP recognizes the advisors who have gone above and beyond, protecting clients’ portfolios and providing expert guidance during a period of uncertainty
Celebrating the outstanding organizations and professionals in the wealth industry in Canada
Recognizing 50 women who have achieved outstanding professional success
Wealth Professional recognises the most outstanding up-and-comers in the Canadian wealth space
Thirty technology-driven firms have cutting-edge solutions to the most pressing challenges in wealth management
Wealth Professional spotlights 15 leading asset managers navigating a shifting industry
Wealth Professional recognizes the organizations that support socially, economically and environmentally sound investing
These 30 industry-leading advisors in Quebec and Western Canada stand apart with alternative offerings, top-notch planning, and future-proofing initiatives
Through holistic financial planning, technological innovation, and emotional support, these teams represent the best the industry has to offer
From technology-focused platforms to alternative investments and inspiring cultures, Canada’s top brokerages are arming advisors for next-level service
WP recognizes 35 financial professionals who have distinguished themselves through outstanding client service