COVID-19 spoiler alert: this too shall pass

Portfolio manager believes true investment conviction is found during moments of hardship, not when things look rosy

The gatekeeper

Given the influx of private and alternative investments today, advisor Mitchell McLean says the job of determining which investment is right for each investor is more critical than ever

A 2020 vision for Canadian alternative investments

Portfolio manager explains why ‘the writing’s on the wall’ when it comes to adoption in retail space

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

The week that was

A roundup of this week’s top news and analysis

'I wanted to be wealthy. I wanted to have that security'

Michael Lee-Chin reflects on what drove him early in his career and reveals the three conditions for outsized wealth

Episode 6 - Michael Lee-Chin on private investment myths and conditions for wealth creation

In part three of our series with renowned advisor, investor and CEO of financial planning firm Mandeville Private Client Inc., we sit down with Michael Lee-Chin to dismantle common misconceptions of private investments investors and advisors should be aware of

Wealth Professional 7.10

Wealth Professional Canada looks back at the stories that dominated financial headlines in 2019 and how they might alter the investment landscape in 2020 and beyond

Rising star wins Distinguished New Advisor award

Montreal-based advisor, praised for his entrepreneurial approach, was running family restaurant five years ago

Differentiating your practice

Wealth Professional was in Halifax at the Mandeville Advisors' Conference where we spoke to industry insiders and experts on ways to set yourself apart