Where Canadian financial advisors, wealth managers, and portfolio managers come for news on alternative investments, equity markets, fixed income, and ETFs.
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Diversification and income generation are becoming increasingly important for growth investors. Paul MacDonald of Harvest ETFs discusses how HONE combines global growth exposure with option-writing strategies in a single portfolio.
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A British Columbia registered representative who impersonated a client to empty his investment accounts and mortgage his home has been permanently barred from the securities industry and fined $500,000.
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Lila Day of Edward Jones says caregiving conversations around finances, wills, powers of attorney, and long-term care planning are essential to helping families avoid unexpected financial and emotional strain later in life.
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The Nasdaq entered correction territory Thursday as Nvidia, Broadcom, Tesla, and other technology names sold off amid concerns about AI regulation and a shift toward defensive sectors.
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Guerlane Noël of Mackenzie Investments says charitable giving should be part of year-end tax planning, with strategies like donating securities offering added benefits for clients.
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Analysts from TD Securities, Federated Hermes, JPMorgan Asset Management, and Man Group say a Democratic sweep of Congress has sparked fresh questions around AI regulation, fiscal policy, and market leadership.
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A new survey from Global X Canada and National Bank Direct Brokerage found that many investors use online content to become more informed, while continuing to rely on advisors to provide context, verification, and professional guidance.
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Paul MacDonald of Harvest ETFs believes advisors should stay focused on long-term fundamentals while remaining mindful of inflation risks and potential market pullbacks.
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Darren Coleman, Founder of Portage Cross-Border Wealth Management, says the most valuable offices today are designed to support collaboration, strengthen team culture, and create meaningful experiences for both employees and clients.
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Aleris Private Wealth's Dave Holt and Aaron Migie share how partnering with Q Wealth is helping deliver more coordinated, tax-aware planning for affluent and multigenerational families.
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US equity markets endured a bruising end to October 2026. The Nasdaq Composite fell 2.86 percent on October 31 to close at 25,437.00 — its sharpest single-session decline since June.
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Alex Lee of Vanguard Investments Canada explains why today's yield environment is creating renewed opportunities for income generation, diversification, and long-term returns, while highlighting the firm's new Vanguard Global Core Plus Bond ETF (VCOR).
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Danielle Skipp, CEO of Sonance Wealth Partners, says the firm's approach combines advisor ownership, private equity-backed scale, and a fiduciary model designed to provide comprehensive support for high-net-worth Canadians.
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Canadian wealth management leaders say they're maintaining their current portfolio strategies ahead of the November 3 US midterm elections, citing long-term fundamentals rather than political outcomes as the key drivers of investment decisions.
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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.
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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.
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Paul MacDonald of Harvest ETFs says investors should expect volatility as inflation concerns and the U.S. midterm elections continue to drive headlines.
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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.
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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.
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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.
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