The latest Canadian investment news for financial advisors, planners, and portfolio managers. Read interviews with wealth professionals from across Canada.

1 day ago · The painful reality of Canadian retirement appears to be how few of us are actually ready for it. Across the three core metrics measured by the National Institute on Ageing (NIA) at Toronto Metropolitan University — health, wealth, and socialization — retirees and pre-retirees are in a difficult ...

4 days ago · With changing generations, Dubois notes, come changing lifestyles, ethics, and expectations. The traditional baby boomer client’s goals and desires are quite different from what he sees coming from younger clients. There is a greater focus on wellness and experience over accumulation. Many of those younger clients are expecting an inheritance, but the fact of that inheritance may distract ...

Managing between $71 million and $1.8 billion in assets, the advisors on Wealth Professional’s annual Top 50 list have excelled by doing what they do best – ensuring peace of mind and providing sage advice for their clients, especially in challenging times. …

4 days ago · The Wealth Professional Awards is returning for its 11th year will once again shine a spotlight on the outstanding individuals, teams, and organizations shaping Canada’s wealth management sector. As the industry’s most prestigious awards event, the WPAs recognize those who set new standards in leadership, innovation, and client service. Excellence across the industry will be celebrated ...

Jul 20, 2023 · For the third year running, Wealth Professional is proud to announce the best 5-Star Wealth Advisory teams in Canada. Canadians across the wealth and income spectrum are struggling to navigate a panoply of unprecedented challenges – elevated inflation, a rising-rate environment, market volatility, tax changes, and more. The shifting economic landscape has critical implications across the ...

The 2023 Wealth Professional 5-Star Brokerages awards celebrate some of the best wealth management firms in Canada, and their ability to innovate and grow over the past 12 months. It was a year marked by unprecedented challenges and economic disruptions, which reshaped the wealth management industry ...

Jump to winners | Jump to methodology Service first What matters most to Canadians when it comes to their finances is receiving personalized attention and having their wishes listened to. Wealth Professional celebrates Ontario’s best financial advisors who refuse to compromise in their pursuit of addressing and actioning clients’ wishes. …

Jump to winners | Jump to methodology Working wonders with wealth The 2023 Wealth Professional 5-Star Advisory Teams awards celebrate 57 of the best wealth management teams in Canada. Kendra Thompson, a consulting partner for Deloitte Canada, says the 5-Star Advisory Teams stand out by: bringing together different areas of expertise and offerings in a customizable way spending time to ...

About Wealth Professional Canada Wealth Professional is a free online information resource for all Canadian advice and planning professionals. It focuses on providing the latest industry news, opinion and analysis, in print and multimedia formats. The site generates newsletters reaching more than 15,000 industry professionals each week. The site's comment and forum arenas actively engage ...