Financial Advisor Website for News, Analysis & Thought Leadership

Errol Tenenbaum of Robins Appleby LLP explains what can happen when high net worth clients don’t build a real plan

Wealthsimple wants wider retail access to event contracts; FAIR Canada says prove it first

Bank staff logged 371 client complaints in the wrong system for nearly two years

The benchmark posts its biggest one-day jump since April 2025 as traders brace for an October hike

Pier 4 executives and two advisors on the discipline it takes to earn a lasting place in client portfolios today

Maximizer webinar examines whether AI is creating more time for advisors to guide, reassure and stay close to the clients who rely on them

A webinar with Focal AI founder John Connell on moving AI from pilot to firm-wide advisor capacity, without running afoul of Canadian privacy rules

By Richard Rampersad Why professional networking builds a stronger wealth practice

By Chris Arthur How to achieve high retention rates when selling your practice

By Jeffrey Harris Why advisor succession planning fails without a real exit plan

By Chris Arthur Don't wait for CIRO's IAP to sell your practice

Alternative Investments

Alternative Investments

Wealth Professional 10.02

A new TD Insurance survey reveals dangerous knowledge gaps around life insurance as Canadians navigate major life transitions

By Steve Randall Sep 23, 2026 Equity Markets

Citi Wealth survey of 351 family offices finds inflation concern rising and next-gen transitions now an immediate operational challenge

By Freschia Gonzales Sep 22, 2026 Equity Markets

The Nasdaq closed at 27,122.09 for its first record since June 2

By Freschia Gonzales Sep 22, 2026 Equity Markets

Fund managers move to neutral on Canada as the TSX trades below US multiples

By Steve Randall Sep 22, 2026 Alternative Investments

Shipping disruptions in the Strait of Hormuz are driving crude above $100 and pushing the Fed's rate-cut window into 2027