National Bank Financial

Inflation, volatile markets, weak returns: clients are blaming you!

High inflation and volatile capital markets are not controlled by financial advisors, but clients need someone to blame according to a new report

Rebrand refocuses firm on being one-stop shop for high net worth

Offices brought together as a team of experts

Wellington-Altus hire's IG Wealth's high-net-worth expert

Industry veteran Jon Kilfoyle will spearhead growth in firm’s platforms in Canada and the US

What can clients learn from Silicon Valley Bank collapse?

Wealth advisor on unexpected events and how to protect portfolios

Wealth Professional’s Top 50 Advisors for 2023 revealed

Industry's finest excelled in steering clients' portfolios through economic storms

National Bank's wealth management head to retire

Martin Gagnon steps down after 36 years with institution

New SRO announces Investors Advisor Panel members

The IAP include members from academia, financial regulation, and the investment industry

Wellington-Altus adds new exec to leadership team

Dennis Stewner steps in to fill EVP and two C-suite positions, well-positioned to help steer firm's sustained explosive growth

'That's the plan and we're sticking to it'

Managing client expectations and ensuring they don't internalize the market volatility top of mind for advisors