Be part of a glittering night when WP once again celebrates the leading lights in the Canadian wealth management industry
Sixth annual event will feature 24 categories and once again celebrate the industry’s success stories
Robo-advisor caps frantic week by filing preliminary prospectus for two ETFs managed by Mackenzie Investments
Jackie Porter, of Carte Wealth Management, tells WPTV about some of the hurdles beyond investments that an advisor must overcome to create a successful practice
The best of the best in the wealth management industry came together at the 5th annual Wealth Professional Awards on May 31, 2019 in The Liberty Grand Toronto. Over 600 WM leaders from across Canada witnessed the live reveal of winners and celebrated the industry's successes. 2019 winners Elizabeth Naumovski of Caldwell Securities/Finance is Personal, Mackenzie Investments CEO Barry McInerney, and Wellington-Altus chairman Charlie Spiring talk about their exciting journey and the impact of recognition. Missed the awards? Sign up to the awards mailing list for a special reminder once the 2020 nominations open.
Wealth Professional Canada takes a look back at all the topics that dominated headlines in the financial services industry in 2019, from recession worries to the rise of liquid alternatives
As advisors increasingly turn to alternative investments to reduce risk and generate returns amid market volatility, WPC examines seven of the most popular alternative strategies out there
Holistic planning approach best equipped to deal with modern complexities, according to estate planning expert
Event boasts 24 prestigious categories designed for leading advisors, teams, fund providers, BDMs, service providers and more
Advisor shares insights on how to better prepare clients of every generation for the end of their professional life
