Wealth Professional Canada

Wealth Professional serves as a complimentary online platform dedicated to Canadian professionals in advice and planning. It aims to deliver current industry news, insights, and analyses through various formats, including print and multimedia. Each week, the site distributes newsletters to over 15,000 industry experts, keeping them informed. Additionally, its comment sections and forums foster active discussions among advisors on important topics that concern them. For companies aiming to promote their products within the planning and advice sector, Wealth Professional is an ideal online resource.

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Articles

Can Canadian offices shrug off their overhangs?

3 days ago | wealthprofessional.ca | David Kitai

Managing Partner explains the issues still plaguing this commercial real estate sector and where glimmers of hope might be appearing By Jun 25, 2025 Canadian real estate investors continue to struggle with a double-digit issue. National office vacancy rates are currently stuck between 17 and 20 per cent, with some slow movement on the margins.
Why this advisor insulates his clients’ financial plans from their home values

4 days ago | wealthprofessional.ca | David Kitai

Evan Inglis explains that despite the utility of homes as an asset, he wants to give clients a range of options beyond selling a house to cover late retirement By Jun 24, 2025 There’s something of a convention in Canadian financial planning, where many of the significant expenses that come very late in life — such as the cost of long-term care — are meant to be covered by the sale of the retirees’ home.
Have advisor fee minimums left young investors at risk?

4 days ago | wealthprofessional.ca | David Kitai

President & CEO of iA Private Wealth explores the unintended consequences of barriers to entry in the age of social media By Jun 24, 2025 Segmentation has underscored much of this industry’s evolution from a distribution business to a service business. Fee compression, margin pressure, and the widening scope of work entailed in ‘holistic wealth management’ have all lent themselves to a focus on higher net worth clients.
Goldman, Citi, and other US giants back Canadian fintech in funding round

5 days ago | wealthprofessional.ca | David Kitai

WP award winning firm picks up $110 million (CAD) in series B funding By Jun 23, 2025 Canadian financial planning software firm Conquest Planning just announced the results of its Series B funding round, in which it raised $110 million (CAD) from a set of US and global venture capital luminaries. The raise was led by Growth Equity at Goldman Sachs Alternatives, as well as Citi Ventures, BDC Capital, TIAA Ventures, USAA and Canapi Ventures.
Canadian mutual fund sales rebound, ETF sales increase

1 week ago | wealthprofessional.ca | Steve Randall

The latest investment fund stats for May have been released By Jun 20, 2025 Canadian mutual funds experienced a significant turnaround in May, with ETFs continue to show positive net sales and asset growth. This follows April’s mixed fortunes for investment funds that saw a clear divide in investor choices with ETFs still selling strongly compared to net redemptions for mutual funds.
Financial planning for Canada's newcomers; an untapped market?

1 week ago | wealthprofessional.ca | Steve Randall

How advisors can meet the demand for financial advice and insurance By Jun 20, 2025 Canada’s population growth slowed in the first three months of 2025, according to Statistics Canada data released this week. But there was still a net increase of 20,107 people and the number of newcomers was more than 104,000.
Tribunal orders over $27 million in penalties for Bridging Finance fraud

1 week ago | wealthprofessional.ca | Jonalyn Cueto

Penalty order follows conviction in case affecting over 25,000 investors By Jun 19, 2025 The Ontario Capital Markets Tribunal has ordered David and Natasha Sharpe, the architects of the Bridging Finance Inc. investment scheme, along with former chief compliance officer Andrew Mushore, to pay more than $27 million in penalties following their conviction for investment fraud. The ruling, announced Wednesday, comes after their conviction in October 2024.
WealthONE Bank’s takeover by Canadian investors consortium gets green light

1 week ago | wealthprofessional.ca | Steve Randall

Federal government has approved the acquisition of the Schedule 1 bank By Jun 19, 2025 Digital bank WealthONE Bank of Canada will be acquired by a consortium of Canadian investors following the approval of the deal by the federal government. The investors, led by Globalive, announced their intention to acquire a majority stake in the Schedule 1 bank in February 2024 and they are now able to acquire all the issued and outstanding shares in the bank.
From the largest manufacturers to the smallest exporters, tariffs are biting

1 week ago | wealthprofessional.ca | Steve Randall

Separate reports highlight the pressure Canadian businesses are facing By Jun 19, 2025 When President Trump announced that tariffs would be placed on many of the goods that Canadian businesses export to the US, the impact was theoretical. Now it is a reality.
A look inside UPP's small but mighty investment strategy

1 week ago | wealthprofessional.ca | Josh Welsh

'We're small enough that we can do some things the big guys don't do,' says UPP's CIO By Jun 18, 2025 The University Pension Plan (UPP) might be a smaller pension plan compared to most in the country, but they certainly are mighty. After reporting a 10.3 per cent net annual return for 2024, which pushed the plan’s total net assets from $11.7 billion to $12.8 billion, all while maintaining a fully funded status of 102 per cent, one wonders how did they manage it?