Wealth industry leaders from Wellington-Altus and Mandeville Private Client discuss how their firms are balancing needs for safety, flexibility, and connection
Proud CEO Jos Schmitt reflects on his career so far after receiving lifetime achievement honour at the 2021 WP Awards
After a hugely successful day two of the WP Awards, we wrap up the remaining 11 winners, including advisor of the year and lifetime achievement
After more lively virtual panel discussions with our finalists, the remaining 11 award winners were announced, including advisor of the year
Finalists and session moderators reaffirm values of community, excellence, and leadership embodied by free-to-attend, industry-leading event
After surveying more than 1,700 advisors and wealth professionals, we salute the standout individuals and 15 firms that have excelled
Advisor reflects on March crash, the importance of an investment framework and how a Chinese adage guided his clients
Two-day celebratory event is hosted by CBC anchor, features all the winner announcements, and includes live panel discussions with this year's finalists
Advisor explains his switch to Mandeville Private Client Inc. and why clients should be able to align their investments with the wealthiest people in the world
WP calls on the industry to recognize commitment and look to the future
