Assante Wealth Management

Wealth Professional’s Top 50 Advisors for 2023 revealed

Industry's finest excelled in steering clients' portfolios through economic storms

Revealed: Wealth Professional's Rising Stars 2022

WP celebrates 42 up-and-coming professionals who are changing the face of Canada's wealth space

Rising Stars 2022

Wealth Professional recognises the most outstanding up-and-comers in the Canadian wealth space

Client onboarding for wealth: Lessons learned from Appway customers

Customers share case studies on using Appway’s Client Onboarding for Wealth Solution

The IIAC announces upcoming appointment of Tim Currie

His extensive experience and knowledge will be invaluable in his new position

Most dealers are installing CFR software – but a few will 'wait and see'

With the CSA year-end deadline looming, a few holdouts are still waiting to see what the regulators will do

Stunned by CI Financial's aggressive growth? CEO says it's just the 'first inning'

CI's 'no-compromise' model is attracting top US firms even as it's deepening its inroads in Canada

Richardson Wealth names new director of operations

Jan Sampson joins as the firm seeks to accelerate its digital transformation agenda and growth initiatives

NEO poised ‘to have an even bigger impact on the industry’

Proud CEO Jos Schmitt reflects on his career so far after receiving lifetime achievement honour at the 2021 WP Awards

We are humbled and grateful, says WP award winner

After a hugely successful day two of the WP Awards, we wrap up the remaining 11 winners, including advisor of the year and lifetime achievement