Wealth Professional Canada

Wealth Professional is Canada's leading independent publication dedicated to financial planners and advice professionals.

[Wealth Professional Canada @WealthProCA]

#WPTV: Evan Riddell of Riddell Wealth Management, Richardson Wealth, says retirement planning for HNW Canadians must go beyond decumulation formulas. He shares his approach and key lessons for advisors.

https://t.co/pZI5ZPeLWk

[Wealth Professional Canada @WealthProCA]

Jackie Porter, financial advisor at Team Jackie Porter of iA Private Wealth, said money is deeply emotional and shaped by unconscious beliefs formed early in life, which can surface in couples’ financial decision making.

https://t.co/XvObxUKUXS

[Wealth Professional Canada @WealthProCA]

Discover Canada’s Best Financial Advisors and 5 Star Advisors redefining financial planning through expertise and trust! The report explores AI impact, rising nominations, and why human advice still leads.

View the full report: https://t.co/2Nnr0pw3u4

[Wealth Professional Canada @WealthProCA]

Global X is broadening ETF access to US growth sectors as Jillian DelSignore, VP Head of Investor Distribution and Insights at Nasdaq Indexes, highlights investor demand for diversified exposure beyond Canada’s financial and energy heavy market structure

https://t.co/Op6FkrUEO6

[Wealth Professional Canada @WealthProCA]

Canadian wealth firms are at a turning point as the Great Wealth Transfer and AI reshape the industry. This Wealth Professional Canada webinar shares a practical AI playbook and compliance guidance.

Secure your spot today!: https://t.co/61ei9aZXYR

[Wealth Professional Canada @WealthProCA]

Jason Lemire of Bold Wealth says Canada’s technical recession is being skewed by imports and that underlying data including mining energy and equities points to a less severe economic picture.

https://t.co/L2VZyfBwUF

[Wealth Professional Canada @WealthProCA]

William Chan of Modern Vision Planning highlights that with thousands of ETFs and mutual funds available, advisors must rely on consistent processes, net fee analysis, and disciplined comparison frameworks to ensure suitability and compliance.

https://t.co/inGmcbs6ps

[Wealth Professional Canada @WealthProCA]

From advisory excellence to industry leadership, these 2026 Wealth Professional Awards Excellence Awardees have earned their place among the best! Congratulations to all! #WPAwardsCA

Full List: https://t.co/256Q5aO61H

[Wealth Professional Canada @WealthProCA]

Congratulations to the Excellence Awardees of the 2026 Wealth Professional Awards. This group of honourees has demonstrated exceptional leadership, innovation, and impact across Canada's wealth management industry. #WPAwardsCA

Full List: https://t.co/IugNspK676

[Wealth Professional Canada @WealthProCA]

The 2026 Wealth Professional Awards is proudly partnered with Optimize Wealth Management in recognising excellence through The Optimize Wealth Management Award for Rising Star Advisor of the Year.

Register: https://t.co/M63mDrLVVZ

#WPAwardsCA

[Wealth Professional Canada @WealthProCA]

SIA Wealth Management offers an integrated platform that automates portfolio decisions and improves efficiency through real time monitoring, model driven investing, and workflow automation

https://t.co/Vxv1c1ACCa

[Wealth Professional Canada @WealthProCA]

Swapnil Parikh at Wealthsimple and Hwan Kim at Questrade are driving new access models for IPOs, allowing Canadian retail investors to participate at offering prices as demand grows around listings like SpaceX.

https://t.co/6GFEDXHfY8

[Wealth Professional Canada @WealthProCA]

John Porter, Chief Investment Officer at AGF Investments, brings a curiosity driven leadership style focused on evolving capabilities, strengthening advisor solutions, and building long term outperformance across strategies.

https://t.co/1xG6z5m8vP

[Wealth Professional Canada @WealthProCA]

d1g1t is transforming wealth management with a unified platform built for scale, efficiency, and deeper client engagement.

CEO and Co Founder Dan Rosen and the d1g1t team are helping firms modernize with real time analytics and integrated workflows.

https://t.co/oBz24sgkN9

[Wealth Professional Canada @WealthProCA]

The 2026 Wealth Professional Awards is proudly partnered with Avenue Living in celebrating the next Portfolio/Discretionary Manager of the Year! Don't skip the celebration, secure your seats today!

Register: https://t.co/I99MC4TKPw

#WPAwardsCA

[Wealth Professional Canada @WealthProCA]

Jason Lemire of Bold Wealth says Canada’s technical recession is being distorted by imports, adding that underlying data and sector strength suggest the downturn may be less severe than headline GDP implies.

https://t.co/SUsgMNsalW

[Wealth Professional Canada @WealthProCA]

Alexander Letko of Letko Brosseau says the firm is launching new mutual funds to bring its institutional investment approach to financial advisors seeking long-term, research-driven strategies.

https://t.co/FsubLLrhY6

[Wealth Professional Canada @WealthProCA]

Canada has now met the technical definition of a recession: two quarters of consecutive negative GDP growth. On an annualized basis, Canadian GDP declined by 0.1 per cent in Q1 after a decline in Q4 of 2025,

https://t.co/nbysb19Fj2

[Wealth Professional Canada @WealthProCA]

#WPTV: Thane Stenner of Stenner Wealth Partners+ of CG Wealth Management, discusses how team building, succession planning, and global competition shape service for high net worth and ultra high net worth clients.

https://t.co/VgwY9ysKq0

[Wealth Professional Canada @WealthProCA]

Kevin Foley of YTM Capital explains how fixed income evaluation goes beyond return, using YTM Capital Credit Opportunities Fund to show stronger risk-adjusted portfolio outcomes versus the FTSE Canada Universe Bond Index.

https://t.co/FtsWUGLl0A