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Site title: Financial Advisor Website for News, Analysis & Thought Leadership | Wealth Professional

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Clients Don't Want AI. They Want a Human With Time and Knowledge
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Som Seif believes the industry limits advisors' answer to a crucial client question

Citing a recent study of Canadians’ wealth ambitions, Seif says that systemic friction makes it hard to answer when clients ask if they’ll be okay


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Harbourfront Wealth buys Montreal investment manager, pushing AUA past $23 billion

Sixth deal in three years adds a high-net-worth portfolio manager to the group's counsel division


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Canadian retirees draw 40% of their income from government benefits: survey

Majority still say they are on track for the retirement lifestyle they want


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Debt feels "much more precarious” when Canadians cannot replace their income

MNP president Grant Bazian on a job market that has 25% of workers staying put


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