Anonymous work ratings can be a thorn in a company’s side, but it’s important to take note of that feedback
Kathrin Forrest from Sun Life tells WP about her rapid rise from grad school student to portfolio manager
Melissa Kennedy of Sun Life Financial is part of this year's Wealth Professional Canada's Host List.
WP announces the winners from the third annual Wealth Professional Awards in Toronto last night
Advisors are being forced to adapt in what feels like a pivotal time for the industry
Advisor Jeffrey Wilson explains how he deals with clients when they’re facing personal or financial challenges
The filing deadline may have passed but many Canadians have complex tax situations that require closer attention
It’s the biggest night of the year in the calendar of Canadian financial advisors – and now the finalists are revealed
Most clients need advisor assistance when dealing with their taxes, but one growing demographic requires more help than others
Hutton Wierzbicki of Sun Life Financial is part of the Wealth Professional Canada Young Guns 2017.