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
Carlo Cansino of Assante Capital Management says retirement today is less about stopping work and more about redefining purpose. Semi-retirement, phased work, or new ventures help Canadians stay engaged and financially secure. https://t.co/4qL9tjuSOy
wealthprofessional.ca
Clients keep telling me they’re ready to stop working, until they actually try it.
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iCapital’s Tom Johnston highlights the growing role of private assets in portfolios. He stresses understanding manager performance, illiquidity, and fund transparency for informed investing. https://t.co/Z7xgJejc8P
wealthprofessional.ca
Managing director explains that as private markets grow, advisors need a full understanding to protect themselves, clients
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Christine Van Cauwenberghe of IG Wealth Management notes that Canadians’ financial confidence rose to its highest level since 2021, driven by education, advisory support, and savvy personal financial management amid a shaky economy. https://t.co/4elwSAXNr1
wealthprofessional.ca
Financial confidence index finds rising personal certainty, despite weakening economic outlooks
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Michael Greenberg of Franklin Templeton notes Canada’s budget could support productivity and trade diversification if implemented efficiently, advising firms and investors to watch inflation and employment trends. https://t.co/bhffZKmLKN
wealthprofessional.ca
SVP & PM explains what could be promising, where inflation could arise, and what advisors should be saying in the wake of a new Liberal budget
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Last chance to recognize the wholesalers driving advisor success. Complete the short survey before Friday, November 14 and help spotlight those who truly stand out in the Top 50 Wholesalers 2026. Submit your vote here: https://t.co/znE90EFMdr
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Gerry Scott, creator of the Snowbirds US Day Tracker app, says cross-border advice is evolving as younger Canadians show less interest in snowbird lifestyles. https://t.co/FOGGr3uomf
wealthprofessional.ca
Snowbird specialist outlines the parts of his business he sees changing and where cross-border specialization will always have demand
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Wealth management enters a new digital era. Geoff Parslow of Objectway shares how integrated platforms are replacing fragmented systems, helping advisors streamline compliance, automate reporting, and enhance client experience across every touchpoint. https://t.co/WdU1WDjO1f
wealthprofessional.ca
Why technology built by someone who knows the advisor's world matters
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Jack Mastromattei, President of Sun Life Canada Securities, says the new CIRO-registered dealer will help advisors deliver “holistic protection and planning solutions.” https://t.co/XtbuWmSRvt
wealthprofessional.ca
Sun Life exec outlines how the behemoth plans to differentiate itself as it enters investment advisor market
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Market expectations are shifting for the Bank of Canada, with a majority forecasting a 2027 hike. Analysts note that lower immigration and falling unemployment may limit rate cuts despite recent easing. https://t.co/DRBTPYFMEb
wealthprofessional.ca
Central bank's quarterly survey finds consensus but uncertainty has been compounded by immigration policy shift
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Canada’s wealth management is dominated by experience, but the next generation is here to disrupt. Discover Canada’s Rising Stars under 40 who are driving innovation and shaping the future of wealth management. Full report: https://t.co/bCdlJHnkRN
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Andy Mitchell of SIMA voiced concern over CIRO’s surprise 20% AP fee increase, calling for better transparency and coordination among regulators. He emphasized that predictable, balanced fees are key to maintaining efficient markets and client service. https://t.co/nj46fMS2iy
wealthprofessional.ca
Dealers warn sudden AP fee increase strains budgets and risks investor access, call for regulatory overhaul
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Conquest Planning’s Mark Evans takes a measured stance on generative AI, emphasizing that real value emerges only when innovation meets responsible application. https://t.co/shZcJ5UR3F
wealthprofessional.ca
Mark Evans takes a comprehensive view of applications and challenges, from quick wins in communication to managing agentic misalignment
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Wealth management enters a new digital era. Geoff Parslow of Objectway shares how integrated platforms are replacing fragmented systems, helping advisors streamline compliance, automate reporting, and enhance client experience across every touchpoint. https://t.co/LbviTv9bnJ
wealthprofessional.ca
Why technology built by someone who knows the advisor's world matters
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Your tech, your impact, your recognition. Submit your entry for Wealth Professional’s 5-Star Wealth Tech Providers 2026 and show the industry what sets you apart! Nominations close November 28. Submit your entry here: https://t.co/f8s6kPwjgo
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Don’t miss your chance to shape the Top 50 Wholesalers 2026! Vote for the professionals redefining excellence in wholesaling or share the survey to earn recognition from your advisor network. Vote here: https://t.co/I7WT97SGJ1
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Wealth management enters a new digital era. Geoff Parslow of Objectway shares how integrated platforms are replacing fragmented systems, helping advisors streamline compliance, automate reporting, and enhance client experience across every touchpoint. https://t.co/zPzaFn7BWw
wealthprofessional.ca
Why technology built by someone who knows the advisor's world matters
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Productivity gains start with smarter platforms. Geoff Parslow at Objectway shows how consolidating trading, reporting, and client tools into a single platform boosts efficiency, compliance, and client experience. https://t.co/Lb3uD7xZPd
wealthprofessional.ca
Why technology built by someone who knows the advisor's world matters
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Lucianna Adragna of RBC highlights that many Canadian parents are delaying key money talks with their teens due to low financial confidence. She urges families to start early, using trusted tools to build their children’s financial independence. https://t.co/Hv66deZi2J
wealthprofessional.ca
Social media and money stress weigh on Gen Z, but parents hesitate to start crucial conversations
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Showcase your wealth tech innovation and be recognized as a 5-star provider in 2026! Submit your nomination and set the benchmark for excellence in the industry. Submit your entry here: https://t.co/OXaedjiCJb
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Covered call ETFs are on the rise. Chris Heakes of Harvest ETFs explains how disciplined call writing, thoughtful leverage, and tax-efficient structuring are helping advisors deliver income today without sacrificing tomorrow’s growth. https://t.co/R8e1BoVbmX
wealthprofessional.ca
Redefine your client engagement with the new Harvest ETFs
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