CIBC Wood Gundy

The Canadian single family office: Defining the inherently unique

Advisor reflects on why the industry is ill-defined and outlines its key characteristics

On a mission to help more advisors serve more clients

Retired advisor turned author pens three handbooks to help others reduce stress levels and increase productivity

The Canadian family office: an industry in its infancy

What exactly is a family office? Top advisor explores the lack of a standard definition and what it means for this burgeoning industry in Canada

Top 50 Advisors application deadline extended to November 27

Gracing the list is not only a recognition of an advisor's work but also a validation of their process

2021 Top 50 Advisors list now open!

Entries for the industry's most iconic advisor rankings are now open

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