The Oakville-based independent firm closes deal to absorb a 40-year-old Swiss private bank's Canadian client base ...

Seventy-seven percent of Canadians who consult a financial professional said they enjoy life because of the way they manage ...

More than one-third of Canadians would take on debt to cover a $2,000 weather-related expense, according to new survey data ...

Benjamin Felix added the title of president at PWL Capital giving the chief investment officer joint charge of an independent ...

“Start the conversation with the client's intention. Whenever we start with that point, it means that the rest will flow, and ...

Kristina Hooper, chief market strategist at Man Group, told the Financial Times the margin removed a tail risk. “This is a ...

Democrats swept Congress Tuesday - here is what the blue wave means for Canadian wealth managers and their clients' ...

US tech stocks closed October sharply lower as AI capital spending concerns rattled chipmakers and triggered a rotation into ...

New Haventree Bank research finds most Canadian millennials save monthly, with registered accounts their preferred vehicle ...

A new essay by Dr. Bjørn Lomborg, published by the Fraser Institute, links climate policy to higher electricity prices in ...

Sonance was announced in October as a new portfolio management partnership built under a legal fiduciary model. The initial ...

The Montréal summit’s agreements signal a portfolio diversification shift for Canadian advisors and their clients ...