National Bank Financial

A 12-month approach to RRSP season

Advisor explains why she plans for RRSP season year round, how she uses RRSPs in her content marketing, and the work she does during RRSP season itself

Economist warns of brief optimism in Canada's housing surge

Optimism for rate cuts spurs sales, but economists warn of a short-lived rebound

The $25-B question: should money-market investors pivot into longer-duration bonds?

With rate cuts coming, investors who piled into money markets could go on ‘quest for higher yield’ this year

Why this advisor treats retirement as a new stage of education for clients

Taking an educational approach can help when clients face new realities of retirement & decumulation

Revealed: the Top 50 Leading Women in Wealth 2023

From venerable leaders to battle-worn veterans and selfless trailblazers, these women are moving up and driving change

Top Female Financial Advisors in Canada | Top 50 Leading Women in Wealth 2023

WPC’s Top 50 Leading Women in Wealth 2023 showcases female advisors who have stood as trusted partners for their clients and led by example across the industry

iA Financial Group makes addition to Boards

New director had just left role as co-CEO of big six bank

HISA ETFs might not be dead yet

OSFI ruling could impact yields, asset managers and advisors weigh in

Revealed: Wealth Professional's Top 40 under 40 Rising Stars for 2023

With investment acumen, passion for learning, and focus on holistic planning, these are the individuals pushing the industry to new heights

Clients facing uncertainty? Systematize your practice

Wealth advisor outlines what advisors can do to capture upside in uncertain climate