CIBC Wood Gundy

Why ‘stand by your plan’ is advisor’s mantra

Clients in decumulation phase require reassurance and belief

Advisor banned after lying to regulators

Claims of getting trades approved by clients disproved by phone records

Keeping investors invested

Past cycles 'paint a picture of not just full recovery but exponential growth just by staying invested'

CIBC announces senior executive leadership change

Laura Dottori-Attanasio steps down as senior executive VP after more than a decade

Meet Thane Stenner, one of Canada's premier wealth managers

5-Star Advisor and son of 50-year industry veteran shares how he grew his own practice from the bottom up

5-Star Advisors (Quebec and Western Canada) 2022

These 30 industry-leading advisors in Quebec and Western Canada stand apart with alternative offerings, top-notch planning, and future-proofing initiatives

5-Star Advisory Teams 2022

Through holistic financial planning, technological innovation, and emotional support, these teams represent the best the industry has to offer

Wealth Professional reveals its 5-Star Advisory Teams for 2022

Through next-level planning, technological adaptation, and personalized advice, these teams have elevated themselves as they meet clients’ needs

5-Star Brokerages 2022

From technology-focused platforms to alternative investments and inspiring cultures, Canada’s top brokerages are arming advisors for next-level service

5-Star Advisors (Ontario & Eastern Canada) 2022

WP recognizes 35 financial professionals who have distinguished themselves through outstanding client service