Wealth Professional
62 FOLLOWERS
Stay updated on the latest Canadian investment news for financial advisors, planners, and portfolio managers. Read interviews with wealth professionals from across 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.
Wealth Professional
1w ago
President at Wealth Tech firm explains why incorporating more variables into planning software can result in more dynamic plans and greater client fulfillment ..read more
Wealth Professional
1w ago
Canadian big six bank aims to rebuild confidence amid US investigations ..read more
Wealth Professional
1w ago
Raymond James welcomes new advisors and team to its Edmonton branch, enhancing client service in Alberta ..read more
Wealth Professional
1w ago
CI GAM's balanced approach to private market funds for institutional investors ..read more
Wealth Professional
1w ago
CAPREIT CEO Mark Kenney speaks with Middlefield on Canada’s housing and CAPREIT’s investment prospects ..read more
Wealth Professional
2w ago
Wealth Professional highlights the best tech tools for 2024, enhancing advisor efficiency and customization ..read more
Wealth Professional
2w ago
Canada's mining sector calls for a carveout from the new tax proposal, fearing impacts on junior miners' funding ..read more
Wealth Professional
2w ago
Three wholesalers from WP's Top 50 Wholesalers list break down what makes them stand out in their field ..read more
Wealth Professional
2w ago
Bank braces for potential fines and growth limits as U.S. probe into anti-money laundering practices deepens ..read more