Michaël Fortin, the CEO of FORTÜNA Wealth Management, wants advisors to be able to make a positive change for their clients’ finances, their own finances,…
FORTÜNA Wealth Management has planned the mix of compensation and culture to entice advisors.
FORTÜNA Wealth Management’s new Shared Dealer Structure is turning the compensation model on its head.
Government incentives and increasing cost-effectiveness provide a strong foundation for specialized asset managers
With rising demand and tight supply, multi-residential real estate may deliver predictability, consistency, and stability to investment portfolios.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO discuss the building of an enduring and great investment dealer.
Everyday essentials represent an opportunity for investors concerned that consumers are poised to spend less.
Desjardins’ Deborah Debas reveals how clients’ portfolios can benefit from the transition to a net-zero economy.
Desjardins’ Deborah Debas details why both types of funds are important to create a holistic, diversified portfolio.
Desjardins’ RI Specialist, Deborah Debas, clears up the confusion around KYP, and provides tips on how to utilize both KYC and KYP during the client…
Canadians need comprehensive planning and advice across all pillars of retirement: health, family, purpose, and finances — and you’re in an excellent position to provide…
Avenue Living executives Jason Jogia and Gabriel Millard collaborated with Grant A. Wilson, Ph.D., University of Regina, to examine how financial advisors perceive, personally invest…
Learn why a reverse mortgage is a better way to tap into home equity.
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds