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
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
