CIBC Wood Gundy

Launching in U.S. is the 'obvious next step' for Planswell

Financial planning platform is thriving in its advisor-friendly second iteration – and has expanded into America

WP Awards 2020: winners revealed

A total of 23 awards were handed out at yesterday’s virtual event, which celebrated the industry's best in class

Investors launch lawsuit against advisor, National Bank

Law firm alleges that strategy was too risky for clients’ comfort and lost them about $36 million

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