BMO Nesbitt Burns

BMO Wealth names new co-heads for Canadian private wealth

The duo will begin their new roles at the start of June with a goal of driving new business

Morningstar introduces new module to address KYPs

Additional functionality is geared towards helping advisors perform the mandatory KYP requirements

It's an 'absolute outrage' banks are putting themselves ahead of clients, says portfolio manager

Advisor says he's concerned the average Canadian investor won't even notice product shelves are being reduced

Curiosity pays off

A calculated individual with a curious nature, advisor Kate Murdoch has never shied away from facing challenges

How can you inflation-proof clients' portfolios?

Choose monopolies and diversify within different sectors, countries and asset allocations, says portfolio manager

BMO appoints new head of wealth management division

CEO praises wealth leader for his technical expertise and track record as a visionary strategist

New BMO Private Wealth strategy head delights in career 'renaissance'

Head of strategy and execution plans to tell BMO's story in a more meaningful way to attract interest across the industry

Advisor hails ease of transition from BMO to Raymond James

Former VP at one of Canada's big banks revels in transition to independent, bouncing back to $300 million in AUM within four weeks

5-Star Advisors

We spotlight 35 talented advisors who are raising the bar for clients in Eastern Canada and Ontario

Rising Stars 2021

WP names 38 of the most exciting up-and-coming young professionals in Canada’s wealth management industry