AI Is Changing Client Conversations, Advisors Should Lead Them
By Lynn Wang, CFA, CAIA, CFP®, TEP, CLU, FRM Clients are increasingly using AI tools to explain investment concepts, summarize market news, compare products and test portfolio ideas before they ever speak with an advisor. This shift is not a threat to professional advice, but it does change the conversation. …
CIBC poll finds disconnect in Canadians’ estate planning: nearly all say a will is essential, yet only half have one
Nearly three-quarters plan to transfer wealth while living, but without a plan, good intentions may fall short TORONTO, ON–A new CIBC poll focused on inheritance and wealth transfer highlights a striking gap in estate planning among Canadians: while 94% believe everyone should have a will to clearly outline the transfer …
Manulife Wealth & Asset Management Expands Exclusive Health and Wellness Offers to Retirement Plan Members and Wealth Clients in Canada
New offers support everyday wellbeing and long-term health, helping people take practical steps toward living longer, healthier lives TORONTO, ON–Manulife Wealth & Asset Management (Manulife WAM) announced the launch of exclusive offers from leading health and wellness providers now available to eligible Group Retirement plan members1 and private wealth clients …
RBC Dominion Securities earns top advisor rating among bank-owned investment dealers
Two decades of industry-leading support for advisors and trusted advice for clients TORONTO, ON–RBC Dominion Securities (RBC DS), a division of RBC Wealth Management, has been recognized by its advisors as the highest-rated bank-owned investment dealer in Canada in Investment Executive’s 2026 Brokerage Report Card. The recognition marks the 20th …
The Human Quotient: Building Future-Ready Wealth Professionals
By Fred Pinto, CFA, ICD.D, CEO of CFA Society Toronto In 2026, CFA Society Toronto marks 90 years since a small circle of investment professionals began meeting in 1936 to sharpen their craft and advance the practice. In the decades since, private wealth management has transformed from traditional brokerage and …
The $190B Data Lockdown: Why ‘Sovereign Tech’ is the Next Massive Wealth Transfer
VANCOUVER, BC–The global internet is being carved into digital fortresses. New data sovereignty laws are fragmenting the massive AI and cloud markets as organizations are now forced to keep their most sensitive data within their own national borders. This isn’t just a trend; it’s a regulatory earthquake, with 2026 marking …
The Great Wealth Transfer Is Here, and Canadians Expect More from Financial Advice
By Susan Sanei-Stamp, Senior Vice-President, Financial Services Sector, Léger Canada is experiencing one of the largest intergenerational wealth transitions in its history. As much as one trillion dollars is shifting across generations, and this movement of capital is already reshaping expectations, behaviours, and the pressure on financial institutions to demonstrate …
Bakish Wealth Partners with Heritage MD to Bring Wealth Offering to Healthcare Professionals Across Canada
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 …
Economic unease has Canadians thinking about financial plans, but those without a plan are less confident in retirement, KPMG poll finds
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 …
More than Half of Gen Z Canadians Feel Pressured to ‘Fake’ Financial Stability: TD Survey
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 …