Special Reports

Wealth Professional's 5-Star Leading Women in Wealth report will celebrate the industry’s female trailblazers - offering well-deserved recognition for the hard work, determination, and inspiration each individual provides.

If you are, or you know, a financial service professional who deserves a spot on the 5-Star Leading Women in Wealth list, fill out the form below. Self-nominations are accepted and encouraged. Nominations should focus on achievements and initiatives from the past 12 months.

Entries close Friday, September 24, 2021.
 

Special Reports

Hall of Fame 2018

Wealth Professional Canada’s first Hall of Fame brings together some of the most recognizable and accomplished advisors in wealth management

Hall of Fame 2018

Should fund providers be re-evaluated?

Putting clients’ interests first could mean a major streamlining in fund distribution

Should fund providers be re-evaluated?

For Alexandra Horwood, it's all in the family

Alexandra Horwood shares insights about the family business, life-changing service, and the importance of support

For Alexandra Horwood, it's all in the family

How to save your clients from themselves

Rob McClelland talks about standing firm, robo-advisors, and how 95 became a new key number

How to save your clients from themselves

An investment veteran since childhood

In life and in finance, an early start can work in your favour – which is a lesson Dave Lee knows well

An investment veteran since childhood

Building success from challenges

Being an advisor can be hard work, but William Vastis believes that it’s a struggle worth embracing

Building success from challenges

Funny Friday

A fun idea for Friday: “Driverless cars could cripple police budgets.”

RBC rakes it in with fees

Wealth management fees represented a big driver of profits at Royal Bank of Canada during the second quarter.

China conflict roils market

China continues to announce changes to its domestic financial markets.

It’s the economy, Ontario candidates!

As the Ontario election campaign unfolds Abacus Data poll has found that: “...clearly jobs and the economy [are] the key ballot issue for this election.”