Lynne Brejak of Richardson GMP is part of this year's Wealth Professional's Women of Influence.
6 Frank Ortencio
Frank Ortencio of Ortencio Group is part of this year's WP Top 50 Advisors.
Advising a $1.5 billion lottery winner
After $1.5 billion was handed out in the U.S., what would you advise a prospective client to do with their winnings? Tell us and win an exquisite Cross pen
Transparency the key to earning investors' business
High net worth clients are what most advisors strive for, and there’s one particular key to attracting and retaining their business
Advisors, handle millennials with care
A new report revealing how different generations handle financial setbacks suggests advisors had better be good at handholding their younger clients
Advisors revel in victory at WP Awards
This first outing for the WP Awards cut a wide swath across the advisor channel, with winners in 21 categories drawn from across this country.
Expect more competition for the big accounts
Independent wealth management firm uses robots to let real advisors focus on growing high net worth clients.
WP finalist cuts back to grow
It may sound counterintuitive, but BC advisor Thane Stenner has methodically cut client numbers in order to grow his business.
Clients conflict with advisors
It defies every stereotype about overly cautious Canadians, with clients increasingly pushing their advisors into a very uncomfortable and possibly dangerous situation.
Offices and networks step up
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.