Wealth Professional 5.09

Wealth Professional 5.09

Wealth Professional 5.09

Outstanding Advisory Teams 2017
Wealth Professional Canada shines the spotlight on nine leading advisory firms that are staying on top of industry trends and outperforming the competition

The global perspective
Mackenzie Investments’ new funds satisfy investors’ appetite for diversification outside of Canada

Driving innovation
Sun Life Financial president and CEO Dean Connor reveals how he's prioritizing technology

Beyond interest rates
Why fixed income is an essential part of every portfolio, even when returns are low

Critical illness insurance
Saundra Roll of Great-West Life explains why more Canadians need to be prepared for the worst

Charting a new path
Tina Tehranchian looks back on her journey from Iran to leading her own advisory team in Ontario

Consolidation conundrum
Given the raft of M&As in the wealth management space in 2017, are independent firms living on borrowed time?