Top 5-Star Advisors in Quebec revealed

Wealth Professional shines the spotlight on 14 wealth advisors and portfolio managers who are making their mark

For retiring advisor, father-son succession plan is best

Seasoned veteran shares how keeping his practice in the family was driven by clients' best interests

Beat the Clock: Why advisors should care about the existential threats to mankind

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

Mandeville wins court battle with former rep

The Ontario Court of Justice sides with firm in dispute over pooled funds

'Information is an asset class, and should be treated as such'

CEO says product diversity, democratized investments, and generational transition underscore need for protection

Early adopter on the power of alternatives

Mandeville investment advisor explains his moment of clarity 20 years ago and the influence of legendary portfolio manager David Swensen

How advisor's own life journey strengthens bond with clients

Wealth manager says she knows when a client will leave their spouse before the divorce lawyer. Melissa Prusky explains how

Where are the investment opportunities in real estate?

Corrado Russo, managing partner at Hazelview Investments, explains the role it can play in an advisor's portfolio

Helping high-net-worth families maintain their wealth

Tim Mohr, of Family Enterprise Canada, explains the ripple effect and emotional impact of intergenerational wealth

Why information should be treated as an asset class

Michael Bradley, Future Vault co-founder and vice chair, on how protecting clients’ data can elevate advisors' services