Financial Advisor Website for News, Analysis & Thought Leadership

Scotiabank analyst says senior housing standing out in REIT sector

Why unlocking cash values in life insurance can provide extra liquid asset options

From fintech to fragrance, Canadian celebrities diversify wealth through strategic investments

Canadian regulators shift focus to competitiveness, stalling mandatory ESG rules for public companies

Franklin Templeton’s Darcy Briggs on trade tensions impacting Canada’s fixed income outlook

Pier 4's targeted approach uncovers high-growth opportunities in cities often overlooked by traditional investors

Join us on June 5 at Liberty Grand—reserve your table for the WP Awards gala now

By Michael Connon The best way to access the next generation of investors? Hire young advisors

By Rob McClelland Even in a technology age, in-person interactions always yield the best results

By Michael Connon It might be tempting to tweak, but you can’t outsmart the market

By Rob McClelland Amid tariff chaos, managing emotions is as important as managing wealth

Industry news

Industry news

Wealth Professional 10.02

By Seth Forward Apr 25, 2025 Alternative Investments

Scotiabank analyst says senior housing standing out in REIT sector

By Seth Forward Apr 25, 2025 Life and health insurance

Why unlocking cash values in life insurance can provide extra liquid asset options

By Seth Forward Apr 24, 2025 Alternative Investments

Michael Greenberg says blurring separation between Fed and administration will increase appeal of global markets

By Freschia Gonzales Apr 24, 2025 Wealth Technology

Richardson Wealth integrates CapIntel system to assist advisors with client-facing proposals

By Seth Forward Apr 23, 2025 Wealth Technology

Winners lay out how they are standing out as tech providers