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

2 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 …

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. …

Top 50 Advisors 2023 Assets under management, number of clients, and years in industry as of September 30, 2022

2 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 …

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 …

Oct 30, 2024 · Wealth Professional's Top 40 Under 40 Rising Stars of 2024 showcases exceptional young talent who are reshaping wealth management in Canada. With a …

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 …

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 …

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. …