News

This one acronym confuses Canadians more than their mortgage

This one acronym confuses Canadians more than their mortgage

Canadians look up basic financial terms as advisors work to fill gaps left by schools and misinformation

Who’s Googling ‘how to invest’ the most? Canada lands in the top five

Investors shift from U.S. to Europe and emerging markets amid valuation and policy concerns

Who’s Googling ‘how to invest’ the most? Canada lands in the top five

CIRO issues over $2.5 million in fines after misconduct rulings

CIRO bans three former advisors for misappropriation, conflicts, and failure to cooperate

CIRO issues over $2.5 million in fines after misconduct rulings

All eyes on July as the Bank of Canada waits for a rate-cut window

Retail pullback and soft CPI could give Bank of Canada room to ease rates despite policy caution

All eyes on July as the Bank of Canada waits for a rate-cut window
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Premium

From disruption to domination: CMI's visionary rise

Bryan Jaskolka turned adversity into fintech triumph – and transformed Canada's mortgage landscape

Features

Part One: Digital empowerment: how advisors thrive with trading platform Qtrade

In the first of a two-part series, Darren Dalchand of Aviso explains how Qtrade supports advisor efficiency, without displacing the advisor-client relationship

Kevin Hegedus is blazing a trail as a registered portfolio manager with Q Wealth

After reaching a crossroads in his career, an experienced advisor has reshaped and enhanced PWM Private Wealth Counsel's offerings with the help of innovative independent platform

Advisor Intel

By Francis Gingras Roy For investors, just like race drivers, perspective is a competitive advantage
Francis Gingras Roy
By Carlo Cansino Why new hires must buy into firm philosophy to succeed
By Francis Gingras Roy Election outcome signals continuity — with strategic shifts
Francis Gingras Roy
By Michael Connon Finding calm after election storm
Michael Connon

Resources

Wealth Professional Awards 2025: Canada's Wealth Industry Took Centre Stage

Wealth Professional Awards 2025: Canada's Wealth Industry Took Centre Stage

Wealth Professional Awards 2025: Canada's Wealth Industry Took Centre Stage

How this five-star advisor is navigating 'the never ending cycle of doom'

Industry news

How this five-star advisor is navigating 'the never ending cycle of doom'

Most advisors 'don't have a value system' to create wealth

Alternative Investments

Most advisors 'don't have a value system' to create wealth

How Charli Capital is helping advisors save time and scale their practice

Industry news

How Charli Capital is helping advisors save time and scale their practice

Magazine

Wealth Professional 10.02
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Investments

Fraud sanction of $6.8 million enforced despite ex-rep's bankruptcy

Supreme Court clarifies limits of debt forgiveness in fraud cases

Fraud sanction of $6.8 million enforced despite ex-rep's bankruptcy

Tech stocks might be booming but the ride isn't risk-free, warns portfolio manager

AI has powered the comeback but which firms are ahead of the game? Expert dives into the much-hyped investment sector

Tech stocks might be booming but the ride isn't risk-free, warns portfolio manager

Canadian mutual fund sales rebound, ETF sales increase

The latest investment fund stats for May have been released

Canadian mutual fund sales rebound, ETF sales increase

Financial planning for Canada's newcomers; an untapped market?

How advisors can meet the demand for financial advice and insurance

Financial planning for Canada's newcomers; an untapped market?

Pension fund doubles down on climate-related investments

Fund reaffirms sustainable investing focus because they are 'at the heart' of its fiduciary responsibility

Pension fund doubles down on climate-related investments