Investor resources

WP Advisor Connect: bringing the industry together

Register for free to attend unique virtual event on ETFs, featuring a 'main stage', exhibition booths and the chance to network one-on-one

WP Advisor Connect: bringing the industry together

Five keys to successful financial management

There is no quick trick to successful financial management but there are habits that can be developed over time. Are you up for the challenge?

Five keys to successful financial management

Canadians' confidence in filing taxes could be misplaced

New data shows most are ‘somewhat confident’ that they’re maximizing their deductions and credits, but a knowledge gap exists

Canadians' confidence in filing taxes could be misplaced

How raising the retirement age would benefit Canadians

Pushing retirement from 65 to 67 years old could help address numerous challenges that Canada is facing

How raising the retirement age would benefit Canadians

How much does the average Canadian save?

StatsCan report also reveals the debt burden of the country’s lowest earners

How much does the average Canadian save?

Strategic vs. tactical asset allocation: Which is better?

Each asset allocation strategy has its merits

Strategic vs. tactical asset allocation: Which is better?