Conquest's AI platform will now support nearly 1,400 advisors across Canada, boosting personalized financial advice
In-person event to provide insights on supporting women’s financial resilience, breaking past barriers to industry leadership, and more
In the final installment of a two-part series, Rehan Bhanji and David Lee of Desjardins Insurance share stories and strategies from their webinar series
In the first installment of a two-part series, Rehan Bhanji and David Lee of Desjardins Insurance discuss the origin of their increasingly popular webinar series
WP names 38 of the most exciting up-and-coming young professionals in Canada’s wealth management industry
This new Ontario advisor is one of two deaf advisors serving up to 300,000 Canadians
Proud CEO Jos Schmitt reflects on his career so far after receiving lifetime achievement honour at the 2021 WP Awards
After insightful panel discussions with our finalists, we crowned 11 deserving winners; don't miss today's packed agenda, starting 12pm ET
After insightful panel discussions with our finalists, 11 award winners were announced; don’t miss day two’s packed agenda
Client eventually ended up receiving $7,000 from his $100,000 investment
