News

After investment summit, Benoit Gervais asks “can we put the money to work?”

After investment summit, Benoit Gervais asks “can we put the money to work?”

Co-head of Mackenzie’s Energy Evolution Team says that permitting will help give investors certainty around the decision to deploy capital for resource extraction

Surging Treasury yields complicate the Fed's rate path

Analysts are divided on how far the Fed will go, as surging Treasury yields add pressure to an already uncertain rate outlook

Surging Treasury yields complicate the Fed's rate path

Most newcomers to Canada are still renting, and advisors can help

Nine in 10 newcomers say home ownership is key to feeling established in Canada, but saving for a down payment remains their biggest barrier

Most newcomers to Canada are still renting, and advisors can help

Canadian retail sales dip in July, but August rebound near

Statistics Canada data shows Canadian retail sales fell in July, but economists say consumer spending Canada-wide remained resilient

Canadian retail sales dip in July, but August rebound near

Premium

How Pier 4 reads risk in real estate

How Pier 4 reads risk in real estate

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

Features

Clients want more of their advisor, not AI

Clients want more of their advisor, not AI

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

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

Private markets advice is evolving - are advisors keeping up?

EQT private wealth veteran explains why building a private markets portfolio is a construction decision, not a product decision

Private markets advice is evolving - are advisors keeping up?

SpaceX entry drives index reshuffle as market concentration rises

SpaceX became a mega-cap constituent last quarter, pushing market concentration higher and prompting fresh scrutiny of index design

SpaceX entry drives index reshuffle as market concentration rises

US 10-year yield storms to 5%, a level unseen since 2007

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

US 10-year yield storms to 5%, a level unseen since 2007

Millions of Canadians reach major milestones without updating life insurance coverage

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

Millions of Canadians reach major milestones without updating life insurance coverage

Family offices pivot to public equities as succession pressure mounts

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

Family offices pivot to public equities as succession pressure mounts