Wealth Professional shines the spotlight on 14 wealth advisors and portfolio managers who are making their mark
Seasoned veteran shares how keeping his practice in the family was driven by clients' best interests
Michael Lee-Chin, President and Chairman of Portland Holdings and Chairman and CEO of Mandeville Private Client Inc., has just 60 seconds to explain why every advisor should be invested
The Ontario Court of Justice sides with firm in dispute over pooled funds
CEO says product diversity, democratized investments, and generational transition underscore need for protection
Mandeville investment advisor explains his moment of clarity 20 years ago and the influence of legendary portfolio manager David Swensen
Wealth manager says she knows when a client will leave their spouse before the divorce lawyer. Melissa Prusky explains how
Corrado Russo, managing partner at Hazelview Investments, explains the role it can play in an advisor's portfolio
Tim Mohr, of Family Enterprise Canada, explains the ripple effect and emotional impact of intergenerational wealth
Michael Bradley, Future Vault co-founder and vice chair, on how protecting clients’ data can elevate advisors' services
