News

Why BPS took their $1.4bn bank practice to an independent

Why BPS took their $1.4bn bank practice to an independent

Tom Porteous explains what he and his clients are getting out of the move to Canaccord Genuity

Canada’s energy sector faces tempered expectations and election uncertainties for 2025

Survey forecasts low-to-mid growth and highlights election impacts on energy sector

Canada’s energy sector faces tempered expectations and election uncertainties for 2025

Wealthsimple says it remains focused on Canada while considering future IPO plans

The company sold its US and UK operations to concentrate on the Canadian market for the foreseeable future

Wealthsimple says it remains focused on Canada while considering future IPO plans

Dow and S&P 500 hit record highs as markets respond to Fed’s rate cut

Tech stocks rally and jobless claims fall as investors react to the Federal Reserve’s rate reduction

Dow and S&P 500 hit record highs as markets respond to Fed’s rate cut

Premium

The paradox of choice: balancing an abundance of ETF opportunities with strategic risk management

Franklin Templeton’s multi-asset strategies offer a disciplined approach in a complex market environment

Features

Is Canada ready to catch up with the US RIA space?

What are the winds of change that Canadian advisors should know about? A panel discussion, set to take place at the Q Wealth Canadian TIKI Lounge at the upcoming Future Proof festival will dive into the big issues

Centurion Asset Management's Big Wins: Award-Winning Strategies and Future Outlook

How Centurion Asset Management is leading the alternative investment space after major wins

People moves

Walter Capital names new EVP to spearhead business development

Jean-Pierre Cadorette brings over 20 years of industry experience

Regulators

CSA proposes changes to modernize investment fund disclosures

New CSA amendments aim to simplify fund reports and reduce disclosure requirements for fund managers

WP Talk

A real estate investment built on expanding homeownership

How a private equity firm is applying the Singaporean model to Canada

Magazine

Wealth Professional 10.02

Investments

Alternatives market set to exceed $30T by 2030, says Preqin forecast

Secondaries is expected to see fastest growth while PE and VC weaken

Alternatives market set to exceed $30T by 2030, says Preqin forecast

Even at 50bps, was the Fed cut just following the market?

CIO explains why Powell cut deeper than expected yesterday, whether the Fed is still behind, and how advisors should manage the news

Even at 50bps, was the Fed cut just following the market?

Manulife Wealth adds Conquest's financial planning platform for advisors

Manulife Wealth advisors now have access to Conquest's AI-driven platform to assist clients with comprehensive financial planning

Manulife Wealth adds Conquest's financial planning platform for advisors

TDAM introduces new mutual funds and US dollar options for investors

Investors can now choose from new risk-managed funds, including equity, bond, and technology options

TDAM introduces new mutual funds and US dollar options for investors

Private wealth expansion eyed as Coller Capital comes to Canada

International firm has already raised $130M from Canadian investors

Private wealth expansion eyed as Coller Capital comes to Canada