WP Talk

Morning Briefing: CI Financial to sell stake in US firm; BCSC has new enforcement power

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including: CI Financial to sell minority stake in US wealth management firm BCSC to target lo...

28 Apr 20234min

Is the 60/40 portfolio dead?

"Back in 2019, if you were asked if the 60/40 portfolio was dead, you would likely say “no”. However, a whole lot has changed since then, and investors need to be aware of the most recent market updat...

27 Apr 202325min

Perspectives for the Canadian stock markets and what investors need to know moving forward

With inflation and the possibility of a recession becoming more apparent, many people are concerned with where the Canadian stock market lies in 2023. The market has been through a lot in the past few...

19 Apr 202323min

Episode 20 - 'Clients welcome my strong ethical stance'

Lori Pinkowski, Senior Portfolio Manager with Canaccord Genuity Wealth Management, does not waste any time. Spurred on by enterprising parents and inspired by her Oma, she interned at Canaccord at 15 ...

19 Apr 202328min