
Wealth Professional Canada
@WealthProCA
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Wealth Professional is Canada's leading independent publication dedicated to financial planners and advice professionals.
Canada
Joined June 2013
Gabriel Millard, managing partner of equity capital markets at Avenue Living, highlights how the firm has strategically grown to $7.5B AUM while staying true to its purpose of putting families and communities first.
wealthprofessional.ca
From revitalizing homes to creating inclusive community experiences, Avenue Living is taking purposeful steps to help families thrive
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Across the country, governments will spend $92.5B on debt servicing in 2024/25 — more than federal health transfers. See how interest eats into budgets nationwide.
wealthprofessional.ca
Interest payments take more than 10% of federal revenues
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The firm recommends raising allocations by up to 5 percentage points, citing macro strategies and diversification amid volatile markets. See why hedge funds are taking a larger role in portfolios.
wealthprofessional.ca
Macro funds ride market volatility to strong July performance
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Wealth Professional Canada highlights 10 top Canadian stocks with strong fundamentals and proven performance. These picks balance income, stability, and growth—ideal for financial advisors guiding clients toward wealth-building strategies.
wealthprofessional.ca
Discover the best long-term stocks that you can recommend for building resilient portfolios and delivering steady growth over time
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Mike Dragosits, Portfolio Manager at Harvest ETFs, says investors are "looking through the headlines" and repositioning toward income stability.
wealthprofessional.ca
With consistent cash flow and reduced upside risk, equity income strategies are proving resilient in a slower-growth environment
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Congratulations to LePoidevin Group, winner of The Franklin Templeton Award for Advisory Team of the Year (10 Staff or More) at the 2025 #WPAwardsCA!. 💼 Discover what makes LePoidevin Group stand out.
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At NAMMBA Connect, Daniella Casseres of Mitchell Sandler warned brokers and loan originators to pay closer attention to state regulations and redlining risks. Stay ahead of compliance shifts in lending.
mpamag.com
Even as Federal enforcement wanes, states are picking up the slack again
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From work boots to boardrooms, an article on Pier 4 highlights the company's five-year journey from general contracting to a $220 million real estate investment firm.
wealthprofessional.ca
From job sites to boardrooms, Pier 4's founders turned general contracting grit into a high-performing investment platform
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Canadians are dealing with complex mortgage decisions in an environment defined by rate fluctuations, tariff pressures, and economic uncertainty, according to TD’s latest survey.
wealthprofessional.ca
Tariffs and low builder confidence add layers of uncertainty
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#WPTV: Chad Larson, a Partner and Senior Portfolio Manager with MLD Wealth of CG Wealth Management, discusses his recent recognition as the Advisor of the Year - Alternative Investments at the WP Awards.
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Financial advisors are doubling down on active management as ETF allocations surge, according to Escalent’s 2025 Advisor Brandscape report.
wealthprofessional.ca
Client engagement drives advisors’ tech adoption
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KPMG reports Canadian fintech investment fell to US$1.62B in H1’25, led by H.I.G.’s $1.3B Converge buyout and Fiserv’s $201.5M Payfare deal. Explore what’s driving investor caution and where the next fintech wave may rise.
wealthprofessional.ca
Investors shift focus to profitable fintechs with strong fundamentals, KPMG report shows
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Francis Gingras Roy highlights how Open Finance will extend beyond banking—reshaping mortgages, pensions, insurance, and investments with AI-driven insights. Discover how this shift could transform Canada’s financial services.
wealthprofessional.ca
Disruption and opportunity ahead as innovation extends beyond banking
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Avenue Living’s family-first ethos is reshaping the rental landscape—$7.5 B AUM across multi-family, self-storage and farmland, all anchored by spacious floor plans, parks and playgrounds. Discover how they’re building homes and communities that last:
wealthprofessional.ca
From revitalizing homes to creating inclusive community experiences, Avenue Living is taking purposeful steps to help families thrive
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Hedge funds are ramping up investments in Nvidia, Microsoft, Amazon, and UnitedHealth as AI reshapes market strategies.
wealthprofessional.ca
Amazon, UnitedHealth and CoreWeave emerge as key targets in second quarter portfolio shifts
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In just five years, Pier 4 has grown its portfolio to $220 million in assets by sticking to a clear strategy: buying underperforming properties in overlooked secondary markets and improving them through operational discipline, not just chasing scale.
wealthprofessional.ca
From job sites to boardrooms, Pier 4's founders turned general contracting grit into a high-performing investment platform
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Rebecca Oakes, Vice President of Advanced Analytics at Equifax Canada, concludes that while delinquency rates may be leveling off, the underlying financial struggles—particularly for younger, non-mortgage-holding Canadians—are expected to continue.
wealthprofessional.ca
Nearly 1.4 million Canadians missed a credit payment as household debt climbs past $2 trillion
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Mike Dragosits, Portfolio Manager at Harvest ETFs, explains that equity income strategies are proving resilient by providing consistent cash flow in a slower-growth environment.
wealthprofessional.ca
With consistent cash flow and reduced upside risk, equity income strategies are proving resilient in a slower-growth environment
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Mubadala Capital has acquired CI Financial for $4.7B, keeping its Toronto HQ while CEO Kurt MacAlpine eyes US growth through Corient under new ownership. Read more on this landmark take-private deal.
wealthprofessional.ca
CI Financial keeps Toronto base and eyes Corient's US expansion under new ownership
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