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

1 day ago · When speaking directly to Canadians over 50, the NIA team found a significant gap in retirement preparedness. Only 34 per cent of that population believe they can afford to retire when they want. 19 per cent of that population have no retirement savings and one in four Canadians have less than $5,000 saved for retirement.

4 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 management sector. As the industry’s most prestigious awards event, the WPAs recognize those who set new standards in ...

Jump to winners | Jump to methodology | Jump to listing in order. Navigating a turning point in wealth management. 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 providing sage advice for their clients, especially in challenging times.

4 days ago · Denis Dubois sees advisors at the crux of Canada’s changing wealth demographics. The Executive VP, Wealth Management and Life and Health Insurance at the Desjardins Group is seeing how the advisors in their independent networks and the wider industry have had to confront some major changes in Canadian demographics.

Jump to winners | Jump to methodology. More than a job. The number of financial advisors across Canada is on a steep upward trajectory that began back in 2018. Data shows the number in 2024 stands at 28,250, an increase of 7.1 percent on the previous year, which itself was a rise of 8.3 percent compared to 2022’s figure. The total is predicted to be 34,420 advisors by 2030.

About Wealth Professional 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.

Jan 27, 2025 · Wealth Professional is committed to delivering finance industry news and analysis for money management and financial planning professionals in Canada.

Jul 20, 2023 · Among the 5-Star Wealth Advisory Teams for 2023, WP is proud to feature The Lepoidevin Group with CG Wealth Management.A three-time winner of the advisory teams award, the group is headed by David Lepoidevin, whose multi-decade career in the investment industry includes successfully predicting the financial collapse of 2008.

Methodology. To find the 5-Star Brokerages of 2023, Wealth Professional solicited applications from brokerage firms across Canada.WP invited applicants to explain how they were excelling in key areas like culture, compliance, training, and technology.To be eligible, each firm had to be a full-service brokerage with a minimum of three locations.