Morning Briefing: How are HNW Canadians planning to help others?
Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Why advisors who dismiss crypto could be missing out on a fee bonanza; Alternative ...
23 Nov 20213min
Morning Briefing: Credit card spending is highest in 3 years says Equifax Canada
Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadians can't wait to share their wealth with heirs; and why wealth management fi...
22 Nov 20212min
Morning Briefing: Family offices post jump in wealth but face challenges
Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Work to establish a single regulator for Canada's investment industry is progressin...
19 Nov 20213min
Morning Briefing: $46 million crypto theft leads to Hamilton arrest
Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: A new digital asset solution for Canada’s institutional investors has been launched...
18 Nov 20213min
Episode 11: Introducing the ‘money is worthless’ approach
DesignWealth’s Josue Dubon explains how his family’s experience informs his practice and why initial client meetings don’t even mention money
17 Nov 202120min
Morning Briefing: Is it time for a new Canadian retirement solution?
Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Shareholders in Canada’s NEO Exchange are happy with its acquisition by Cboe Global...
17 Nov 20212min
Morning Briefing: NEO Exchange company acquired by US firm
Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: How much does Canada lose to tax abuse every year? And the income gap was widening ...
16 Nov 20212min
Morning Briefing: How wealth professionals can take on big tech disruptors
Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: The last two decades have seen global wealth surge but is it productive and driving...
15 Nov 20214min
