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MONTREAL, QC and TORONTO, ON–Bakish Wealth, with its 20-year history of serving healthcare professionals across Canada with disciplined investment and financial plans, and Heritage MD, a specialized advisory firm co-created with physician leadership of the McGill University Health Centre (MUHC) and aligned with the MUHC Foundation, are pleased to announce …

Gen Z is leading in hustle but lagging in asking for help: 77% of respondents would feel more confident starting or growing a business with a trusted small business advisor or mentor TORONTO, ON–A big wave of Canadian entrepreneurs is potentially on the horizon. A new TD Survey reveals that …

TORONTO, ON–FP Canada announced the 2025 recipients of four prestigious awards and distinctions. Debbie Ammeter (a former CFP® professional and current FP Retired™ status holder) and Carolyn Fallis, CFP, have been honoured with the Donald J. Johnston Lifetime Achievement Award, and Julie Seberras with FP Canada™ Fellow Distinction. Martin Dupras, …

With a shared commitment to financial empowerment, Junior Achievement of Canada and BMO announce a five-year national partnership to equip 230,000 Canadian young people with financial literacy skills TORONTO, ON–Junior Achievement of Canada (JA Canada) is proud to announce a five-year national partnership with BMO, uniting two organizations committed to …

WINNIPEG, MB–A new national survey reveals a troubling rise in workplace burnout, with nearly 39% of Canadian employees reporting they feel burnt out–a concerning increase from 2023. The findings show that burnout is not just a wellness issue–it’s a business issue. For a company with 500 employees, burnout-related productivity losses …

Secure AI feature inside Maximizer CRM helps advisors work smarter, save time, and strengthen client relationships in a market where those who don’t adapt risk being left behind. VANCOUVER, BC–With Canada facing a historic $1-trillion intergenerational wealth transfer, financial advisors are under increasing pressure from regulation, fee compression, and client …

Canadians with professional financial plans are more confident about their finances, while the technology vs. human advisor divide is stark between generations TORONTO, ON–While economic uncertainty has increased Canadians’ concerns about their finances, a new report from KPMG in Canada shows that those who have a professional financial plan are …

EDMONTON, AB–CWB Wealth Management Ltd., the manager of the CWB Onyx Conservative Solution, the CWB Onyx Balanced Solution, the CWB Onyx Growth Solution, the CWB Onyx Diversified Income Fund, the CWB Onyx Canadian Equity Fund, the CWB Onyx North American Equity Fund, and the CWB Onyx Global Equity Fund (collectively, …

Many investors also turn to DIY investing, finfluencers TORONTO, ON–The Securities and Investment Management Association (SIMA) and Pollara Strategic Insights released the results of their annual Survey of Canadian Investors, which has tracked Canadian investor sentiments and behaviour since 2006. This year, the survey broadened its scope to include not …

Gen Z is anxious about their finances, and feeling conflicted and under pressure to keep up appearances despite struggling with rising costs and low income TORONTO, ON–For many young Canadians, building a life after graduation comes with pressure to “fake it till you make it”. A new TD survey reveals …