Wealth Professional Canada

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

[Wealth Professional Canada @WealthProCA]

Andrew Kriegler, the inaugural president and CEO of the Canadian Investment Regulatory Organization (CIRO), has told the board he will not seek a further term and intends to retire next year.

https://t.co/JjcWhPDkpO

[Wealth Professional Canada @WealthProCA]

Craig Jerusalim of CIBC Global Asset Management and Elliot Johnson of Evolve ETFs discuss the role AI tokens, compute costs, and infrastructure could play in the next phase of investing.

https://t.co/WAIFx9zybT

[Wealth Professional Canada @WealthProCA]

Evan Riddell of Evan Riddell Financial Planning explains why retirees need a coordinated income strategy that accounts for taxes, spending patterns, government benefits, and market volatility to help make wealth last.

https://t.co/qjIOgeefYL

[Wealth Professional Canada @WealthProCA]

From legacy limits to digital alpha: wealth tech reimagined.

Discover how d1g1t is rebuilding the advisor tech stack and reshaping the client experience for high‑net‑worth investors.

https://t.co/eiCJPXCEeV

#WealthManagement #AdvisorTech #DigitalTransformation #d1g1t

[Wealth Professional Canada @WealthProCA]

Jean-Paul Bureaud of FAIR Canada says investors place greater value on fair treatment, regulatory compliance, and advisor qualifications than on new products, highlighting the importance of trust in the advisor-client relationship.

https://t.co/VYWTKSL6uO

[Wealth Professional Canada @WealthProCA]

d1g1t is redefining wealth management with speed, scale, and deeper client engagement.

Discover how d1g1t’s institutional‑grade analytics and modern client experience are transforming wealth management — read more today.

https://t.co/hKxnHSIQCx

[Wealth Professional Canada @WealthProCA]

Gillian Kunza and Michael Konopaski have grown Designed Wealth Management to more than 200 advisors and a billion‑dollar branch, emphasising “believability” over buzzwords like independence and transparency.

https://t.co/WVJrFb5fDG

[Wealth Professional Canada @WealthProCA]

New findings from TransUnion and insights from Matt Fabian of TransUnion Canada show Gen Z added more than 460,000 credit active consumers over the past year while improving delinquency performance, even as overall market growth begins to moderate.

https://t.co/vkES7fktJt

[Wealth Professional Canada @WealthProCA]

Corbin Footitt of Verecan Capital Management says advisors should integrate behavioural coaching into every client interaction, using consistent communication, planning, and portfolio design to help investors avoid costly emotional decisions.

https://t.co/Enh5n5RWGe

[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/elLhE1IKW1

[Wealth Professional Canada @WealthProCA]

Craig Jerusalim of CIBC Asset Management explains why earnings growth, AI driven productivity gains, and company fundamentals are shaping the current market environment while advisors navigate valuation concerns and investor sentiment.

https://t.co/JUEJkTb9wQ

[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/ZgHtT1AXxZ

[Wealth Professional Canada @WealthProCA]

Scott Starratt of Starratt Wealth Management of Canaccord Genuity explains why advisors must focus on personalized guidance, financial planning, and client experience as technology and AI reshape the investment landscape.

https://t.co/cOCraYMkEW

[Wealth Professional Canada @WealthProCA]

The loonie fell to a 14-month low against the greenback on Friday, touching 1.4183 per US dollar, its weakest intraday level since April last year, according to Reuters.  

https://t.co/1QlOQz1OpT

[Wealth Professional Canada @WealthProCA]

David Stonehouse, Senior Vice President and Head of North American and Specialty Investments at AGF Investments, says investors should focus on substance over headlines as CUSMA renegotiations create market uncertainty.

https://t.co/n1kzaJwrwb

[Wealth Professional Canada @WealthProCA]

Statistics Canada reported inflation reached 3.2% in May 2026, highlighting ongoing pressures from rising energy and grocery costs as advisors and wealth managers assess the impact on purchasing power and investment strategies.

https://t.co/mZBPIaWqP5

[Wealth Professional Canada @WealthProCA]

Put exceptional young talent in the spotlight. Rising Stars 2026 honours professionals under 40 making a difference in Canada’s wealth sector. Entries close July 3.

Vote here: https://t.co/mXkd0OrgdK

This report is proudly supported by CAASA NextGen Committee and CAUFP

[Wealth Professional Canada @WealthProCA]

Wealthsimple Inc. is launching Wealthsimple Predict, giving clients access to event contract trading, while research cited in the article suggests most retail participants in prediction markets have historically lost money.

https://t.co/f7X0JkoLGe

[Wealth Professional Canada @WealthProCA]

Adam Cilio, Senior Portfolio Manager & Engineer at Guardian Capital, explained how the firm combines machine learning, generative AI, and human expertise to support dividend growth investing and portfolio construction through its i3 investment process.

https://t.co/C47QKbi5zs

[Wealth Professional Canada @WealthProCA]

Jeremy Fehr, founder of SIA Wealth, warns that advisory firms have just 24–36 months to rethink their operating models, treating AI as core client infrastructure rather than a cosmetic upgrade, or risk being displaced by Big Tech.

https://t.co/LmkXzAQgqZ