The firm will adopt Fidelity Clearing Canada's uniFide platform to accelerate digital transformation for advisors and clients
'Steady flow of trust' and 'deposits in client relationships' have paid dividends, explains ambitious advisor
Ambitious professional, who has already reached key AUM milestone, credits work ethic, proactivity, and mentorship
Wealth Professional recognises the most outstanding up-and-comers in the Canadian wealth space
These 30 industry-leading advisors in Quebec and Western Canada stand apart with alternative offerings, top-notch planning, and future-proofing initiatives
Firms voice concerns against imbalance between mutual fund advisors with corporations and IIROC counterparts
Through holistic financial planning, technological innovation, and emotional support, these teams represent the best the industry has to offer
From technology-focused platforms to alternative investments and inspiring cultures, Canada’s top brokerages are arming advisors for next-level service
Strategic alignment of three businesses aims to provide clients a more continuous advice delivery experience
Leading advisors weigh in on impact of digital tools on the way they connect with and engage clients
