News

How a new PM partnership is targeting Canadian, cross-border clients & advisors

How a new PM partnership is targeting Canadian, cross-border clients & advisors

Backed by US private equity firm Trivest, Sonance is seeking a new model for growth in the HNW client segment

Nasdaq tech sell-off caps worst October since March 2025

US tech stocks closed October sharply lower as AI capital spending concerns rattled chipmakers and triggered a rotation into defensive sectors

Nasdaq tech sell-off caps worst October since March 2025

Quebec regulator warns AI and finfluencers are reshaping client financial decisions

New AMF data shows half of young Quebeckers now turn to AI or finfluencers before making personal finance choices

Quebec regulator warns AI and finfluencers are reshaping client financial decisions

Canada’s electricity prices up 88 percent since 2000, and clients are feeling it

A new essay by Dr. Bjørn Lomborg, published by the Fraser Institute, links climate policy to higher electricity prices in Canada, with real consequences for client savings

Canada’s electricity prices up 88 percent since 2000, and clients are feeling it

Premium

Where bonds can still reward you for taking the right chances

Where bonds can still reward you for taking the right chances

Franklin Templeton Canada’s Adrienne Young on where advisors can still find value in fixed income

Features

From data overload to better advice: the opportunity for wealth management

From data overload to better advice: the opportunity for wealth management

Croesus’s Brian O’Reilly explains how investment advisors can turn wealth data into actionable intelligence, improve productivity and deliver more relevant client advice

The AI execution gap: what separates Canadian wealth firms that scale AI from those that stall

The AI execution gap: what separates Canadian wealth firms that scale AI from those that stall

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

Magazine

Wealth Professional 10.02

Investments

Canada-EU alliance signals a shift in portfolio diversification strategy

The Montréal summit’s agreements signal a portfolio diversification shift for Canadian advisors and their clients

Canada-EU alliance signals a shift in portfolio diversification strategy

Canadian DB pension plans post -2.6% in Q3 as yields cut both ways

Rising bond yields hammered fixed income returns but may have strengthened funded positions for many Canadian plan sponsors

Canadian DB pension plans post -2.6% in Q3 as yields cut both ways

Canadian real estate investor confidence hits 15-year high, recovery uneven

Senior housing, retail and industrial lead opportunities as deal activity returns to post-2022 highs across Canada

Canadian real estate investor confidence hits 15-year high, recovery uneven

We’re in a hiking cycle now, what that means for your clients

Dominique Lapointe expects another BoC hike in December and says the Fed will likely resume hiking soon

We’re in a hiking cycle now, what that means for your clients

Critical illness coverage gap widens as Canadian worry hits new high

New RBC Insurance data shows most Canadians fear a serious diagnosis but have no financial protection in place

Critical illness coverage gap widens as Canadian worry hits new high