Industry players across Canada will converge on Toronto to celebrate the kind of advisor and dealer excellence highlighted in today’s list of finalists for the WP Awards.
The first annual Wealth Professional Awards brought to you by Invesco are set for June 5 at the Liberty Grand in Toronto and we’ve got your first set of finalists.
Bank of Canada lowers overnight rate to 0.75%. Retirees spending time in Florida and Arizona this winter getting hit in the pocketbook. Are your clients prepared?
WP recently ran an article suggesting there’s just no comparing F-class shares and ETFs. Several advisors set us straight on the matter; and we’re very glad they did. Here's why.
The roster of big names behind start-up says something about the future of the industry in Canada.
Going solo – sans big firm – can be daunting for any financial planner. But still so many continue to dream. One advisor who overcame that fear now wants to help guide others through it
The who's who of Canadian Wealth Professionals
Big players may be making a move into the exempt market space, but advisors across the country have been slower to steer their clients in the same direction. But that may be about to change.
WP gets down to the nitty gritty with number 3 on this prestigious list, as he shares his insights on today's market in a candid Q&A.
Advisor predicts only a handful of Canadian advisors will make the switch, despite increased regulation.