WP recognizes 35 financial professionals who have distinguished themselves through outstanding client service
Faisal Karmali, of the Popowich Karmali Advisory Group, believes health should be part of more retirement planning conversations
Firm appoints new portfolio manager, announces new EM investment team member and senior trader
Move is the best fit for 'strategic ambitions'
Mandate propelled by market performance and ability to add more client-facing advisors to its roster
Family office expert explains how to embark on this conversation to make sure it reflects parents' values and beliefs
We spotlight 35 talented advisors who are raising the bar for clients in Eastern Canada and Ontario
WP names 38 of the most exciting up-and-coming young professionals in Canada’s wealth management industry
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
How can clients best share their 'never money'? Family office expert looks at both the practical and emotional considerations
