Clients in decumulation phase require reassurance and belief
Claims of getting trades approved by clients disproved by phone records
Past cycles 'paint a picture of not just full recovery but exponential growth just by staying invested'
Laura Dottori-Attanasio steps down as senior executive VP after more than a decade
5-Star Advisor and son of 50-year industry veteran shares how he grew his own practice from the bottom up
These 30 industry-leading advisors in Quebec and Western Canada stand apart with alternative offerings, top-notch planning, and future-proofing initiatives
Through holistic financial planning, technological innovation, and emotional support, these teams represent the best the industry has to offer
Through next-level planning, technological adaptation, and personalized advice, these teams have elevated themselves as they meet clients’ needs
From technology-focused platforms to alternative investments and inspiring cultures, Canada’s top brokerages are arming advisors for next-level service
WP recognizes 35 financial professionals who have distinguished themselves through outstanding client service
