CIBC Wood Gundy

Planswell relaunches just four months after messy closure

Despite damaging sexual harassment allegations, CEO tells WP the brand is strong and Canadians still need the online financial planner

Why it’s time to reshape the retirement conversation

Advisor shares insights on how to better prepare clients of every generation for the end of their professional life

Why Hockey pro's lawsuit raises critical issues for advisors

Leading advisors and an investor advocate weigh in on the key advisor takeaways from Jason Garrison’s lawsuit against his former planners

'It makes me feel sick that people were upset with Planswell or me'

CEO says sexual harassment allegation that ultimately destroyed financial planning firm was "terrifying" to deal with

Canaccord Genuity to acquire Australian firm for $23.3 million

Canadian independent expands global footprint with move for wealth management company that has $12.6 billion AUA

Family matters

David Barnsdale’s unique experience has made him a specialist in helping his clients build multi-generational family businesses

'Would you recommend this stock to your parents?'

One of advisor’s core philosophies gets to heart of his success helping professionals and family businesses

Ready for retirement

Faisal Karmali tells WPC how he developed a signature strategy that’s helping his clients enjoy all phases of their retirement

2019 Wealth Professional Awards winners announced

Standout industry performers gather in Toronto for a night of celebration and recognition

Satisfaction drops, advisors "shy away" from tough conversations

Study reveals first decrease since financial crisis but Edward Jones tops company standings for seventh consecutive year