Wealth Professional Canada

Market volatility may be increasing, but long-term fundamentals remain in focus. Paul MacDonald of Harvest ETFs explains why investors can stay committed to growth while using option-income strategies to navigate uncertainty. hubs.la/Q04CSSSh0

Twenty-seven advisors and professionals have been named to Wealth Professional's 2026 Rising Stars list! Discover why this year's winners believe that making financial advice easier to understand is critical to serving the next generation of clients. hubs.la/Q04CNS0w0

Paul MacDonald of Harvest ETFs says investors should expect volatility as inflation concerns and the U.S. midterm elections continue to drive headlines. hubs.la/Q04CNng20

A new survey from CPP Investments found that while most Canadians are setting money aside for retirement, far fewer have a plan that accounts for how long retirement could last. hubs.la/Q04CMBqb0

Dominique Lapointe of Manulife Wealth & Asset Management says BOC's latest rate hike reflects growing concern over oil-driven inflation, with energy prices now playing a central role in the outlook for monetary policy and future rate decisions. hubs.la/Q04CMzfg0

Elliot Johnson of Evolve ETFs weighs in on the proposed merger between SpaceX and Tesla, the potential implications for investors, and why Elon Musk's influence continues to be a key consideration for shareholders. hubs.la/Q04CKxlj0

Designed Wealth Management wants advisors making decisions, not following instructions. Read more about Designed Wealth Management’s approach to advisor empowerment, technology, and growth. hubs.la/Q04CBpm80

AI is only as powerful as the client context behind it. Alex Dashefsky and Daniel Asper of Continuum say advisors who capture client conversations and insights today will have a significant advantage as AI becomes a bigger part of wealth management. hubs.la/Q04C3kgz0

The Bank of Canada (BoC) elected to raise its overnight interest rate from 2.25 to 2.5 per cent today in a move that a bare majority of economists predicted in a recent Reuters poll. hubs.la/Q04CBysR0

WPTV: Jesse Harris of the Harris Group at IG Private Wealth Management shares how mentorship, teamwork, and learning from mistakes helped shape his career, offering valuable insights for the next generation of wealth management professionals. hubs.la/Q04CvQls0

James Carney of Carney Lyster & Associates at IG Private Wealth Management shares how scenario analysis and holistic planning help clients address questions about inflation, longevity, market volatility, and life transitions. hubs.la/Q04Cvx2p0

Julie Seberras of Manulife Wealth says advisors have an opportunity to help clients think beyond traditional retirement projections and consider the health, care, housing, and lifestyle decisions that come with longevity. hubs.la/Q04Cvvp30

REVEALED: Wealth Professional has released its 2026 Rising Stars, naming 27 financial advisors and professionals aged 40 or under who are reshaping how Canadians receive wealth advice. hubs.la/Q04Cmw3T0

A majority of economists now forecast a quarter-point increase to 2.5 percent, the bank’s first move in a year, according to a Reuters poll of 34 economists conducted between October 21 and 23.   hubs.la/Q04CgMmJ0

A critical illness can affect more than health. It can impact a family's entire financial plan. Dan Witzke of Desjardins Insurance explains why critical illness insurance is emerging as a key tool for managing recovery costs and income disruptions. hubs.la/Q04C2Zkf0

Brad Joudrie of Conquest Planning explains why auditability, traceability, and data sovereignty are critical as AI becomes more deeply integrated into financial planning workflows. hubs.la/Q04CgLMl0

Brent Joyce of BMO Private Wealth and Geoff Phipps of Picton Investments say Canada's benchmark index offers limited exposure to many sectors expected to benefit from the country's evolving policy and investment agenda. hubs.la/Q04C7Kd-0

Growth is about more than recruiting. It's about building the right culture. Jessica Smith of Designed Wealth Management discusses leadership, advisor growth, and creating meaningful pathways for women in wealth at a firm with 170+ advisors & $9B+ in AUA hubs.la/Q04C2VG30

Jared Gross of J.P. Morgan Asset Management says investors should reassess how they manage inflation and concentration risks as traditional portfolio hedges become less reliable. hubs.la/Q04C7K1Z0

Higher bond yields are changing the fixed income outlook. Vanguard Investments Canada says yields above 5% are creating new opportunities for income, diversification, and stronger core bond allocations after years of low-return environments. hubs.la/Q04C3q_w0