National Bank Financial

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

‘I thought they’d nuke the market …. but this is shockingly the right call now’

How a smaller than expected interest rate increase brings opportunities for advisors

How do wealth firms vet their alternative investments?

Industry leaders discuss their different approaches to due diligence and evaluating managers

What's behind the success of Svetek-Robinson Wealth Management?

Mitchel Robinson and Edward Svetek, Senior Wealth Advisors and Portfolio Managers, talk about growth and future ambitions

Mortgage rate increases spell pain for borrowers, but not the economy

Mortgage borrowers in Canada should expect soon see more of their income going toward debt servicing, Big Six bank warns

With rising bank rates and CPI, it’s time to up client communication, say advisors

Say: 'turn off the news, temper emotions, and stick to your long-term investment plan'