CIBC Wood Gundy

5-Star Advisors (Ontario & Eastern Canada) 2022

WP recognizes 35 financial professionals who have distinguished themselves through outstanding client service

How top advisor takes on clients' health planning challenges

Faisal Karmali, of the Popowich Karmali Advisory Group, believes health should be part of more retirement planning conversations

Pender deepens bench of investment expertise

Firm appoints new portfolio manager, announces new EM investment team member and senior trader

Top advisor leaves CIBC Wood Gundy for Canaccord

Move is the best fit for 'strategic ambitions'

How firm's new president plans to double AUM in five years

Mandate propelled by market performance and ability to add more client-facing advisors to its roster

Top concerns of family office clients: wealth disclosure to children

Family office expert explains how to embark on this conversation to make sure it reflects parents' values and beliefs

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

From the source

As the owner of The Waterfront Group, advisor Dan Wynnyk has firsthand experience running a business, which allows him to relate to his clients’ situations on a deeper level

The gifting considerations of Canadian ultra-high-net-worth families

How can clients best share their 'never money'? Family office expert looks at both the practical and emotional considerations