Mackenzie Investments

Time running out to get your WP Awards nominations in

Be part of a glittering night when WP once again celebrates the leading lights in the Canadian wealth management industry

Just two weeks left to nominate for 2020 WP Awards

Sixth annual event will feature 24 categories and once again celebrate the industry’s success stories

Wealthsimple moves into the ETF market

Robo-advisor caps frantic week by filing preliminary prospectus for two ETFs managed by Mackenzie Investments

The challenges facing financial planners

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

WP Awards shine light on winners and industry successes

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.

2019 Year in Review

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

Looking for 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

How to help clients transition into retirement

Holistic planning approach best equipped to deal with modern complexities, according to estate planning expert

Nominations open for 6th annual Wealth Professional Awards

Event boasts 24 prestigious categories designed for leading advisors, teams, fund providers, BDMs, service providers and more

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