Desjardins Financial Security

Women in Wealth Management Summit returns to Toronto

In-person event to provide insights on supporting women’s financial resilience, breaking past barriers to industry leadership, and more

Advisors unscripted: stories and strategies on the Discovery Series

In the final installment of a two-part series, Rehan Bhanji and David Lee of Desjardins Insurance share stories and strategies from their webinar series

Advisors unscripted: sharing experiences on the Discovery Series

In the first installment of a two-part series, Rehan Bhanji and David Lee of Desjardins Insurance discuss the origin of their increasingly popular webinar series

Rising Stars 2021

WP names 38 of the most exciting up-and-coming young professionals in Canada’s wealth management industry

Andrew Stadnicki is turning his deafness into an advantage to help his community

This new Ontario advisor is one of two deaf advisors serving up to 300,000 Canadians

NEO poised ‘to have an even bigger impact on the industry’

Proud CEO Jos Schmitt reflects on his career so far after receiving lifetime achievement honour at the 2021 WP Awards

11 winners announced on day one of the 2021 WP Awards

After insightful panel discussions with our finalists, we crowned 11 deserving winners; don't miss today's packed agenda, starting 12pm ET

WP Awards, day one: winners revealed

After insightful panel discussions with our finalists, 11 award winners were announced; don’t miss day two’s packed agenda

Advisor sanctioned for undisclosed syndicated-mortgage recommendation

Client eventually ended up receiving $7,000 from his $100,000 investment

Ex-advisor deceived clients out of almost $1.4m

Respondent gets MFDA life ban and fined more than $1.6 million after hearing panel establishes allegations