James Burton

2 months ago | wealthprofessional.ca | James Burton

Clarifying our position on awards process and criteria By Feb 13, 2025 Dear reader,  At WP, we take the compliance requirements of our advisor community seriously. We report the news, but we also view ourselves as a resource and a publication that serves and celebrates the wealth management industry. While nominations have continued to flood in, there have been a few queries regarding CIRO’s concerns around awards and misleading communications.

Oct 9, 2024 | wealthprofessional.ca | James Burton

Personal trek from Uganda to Ontario informs Manish D. Kanani's approach and genuine care for clients By Oct 09, 2024 This article was produced in partnership with Q Wealth Partners. For Manish D. Kanani and Nanda Kanani, co-founders of MNK Financial, it’s all about family. Their childhood of moving from Africa to England, to Canada, created the core values of MNK Financial; being family-orientated and creating good financial habits for generations.

Sep 17, 2024 | investmentnews.com | James Burton

The US Federal Reserve is finally poised to cut interest rates on Wednesday but the question on everyone’s lips is: by how much? Borrowing costs have been held at a two-decade high for more than a year on inflation worries and stronger-than-expected economic data and while many forecasters anticipate the Federal Open Market Committee will reduce rates by 25 basis points, others are predicting a bolder 50 bps move.

Sep 11, 2024 | wealthprofessional.ca | James Burton

What are the winds of change that Canadian advisors should know about? A panel discussion, set to take place at the Q Wealth Canadian TIKI Lounge at the upcoming Future Proof festival will dive into the big issues By Sep 11, 2024 This article was produced in partnership with Q Wealth. Jared Rabinowitz is a leading light at the vanguard of the Canadian independent financial advice movement.

Sep 6, 2024 | wealthprofessional.ca | James Burton

Alfred Lee, who helped build BMO ETFs, sees vast potential in the Canadian independent space and says there is a "real buzz" at his new firm By Sep 06, 2024 This article was produced in partnership with Q Wealth Partners. Alfred Lee has got his business-building mojo back and can’t wait to throw his energies and investment acumen into what he believes is the next “growth engine of the market” – the independent fiduciary advisor space.