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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

Top concerns of multi-family office clients

Family office expert provides an overview of the top challenges faced when seeking to add value to the lives of clients

The multi-family office – services and expertise

Family office expert explores how these organizations support the success of their clients well beyond wealth management

5-Star Advisors and Top Teams 2021

After surveying more than 1,700 advisors and wealth professionals, we salute the standout individuals and 15 firms that have excelled

Advisor joins Canaccord from rival independent

Founding member of Montreal branch says leaving was difficult but that technology offering 'captures where the industry is heading'

Don’t miss your chance to attend our 2021 awards show

Two-day celebratory event is hosted by CBC anchor, features all the winner announcements, and includes live panel discussions with this year's finalists

The multi-family office: Structure to support success

Family office expert turns his lens on the MFO model and explains why its success can be seen in the transition of wealth from one generation to another