Where Canadian financial advisors, wealth managers, and portfolio managers come for news on alternative investments, equity markets, fixed income, and ETFs.

Canada
Joined June 2013
A majority of economists now forecast a quarter-point increase to 2.5 percent, the bank’s first move in a year, according to a Reuters poll of 34 economists conducted between October 21 and 23.   hubs.la/Q04CgMmJ0
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A critical illness can affect more than health. It can impact a family's entire financial plan. Dan Witzke of Desjardins Insurance explains why critical illness insurance is emerging as a key tool for managing recovery costs and income disruptions. hubs.la/Q04C2Zkf0
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Brad Joudrie of Conquest Planning explains why auditability, traceability, and data sovereignty are critical as AI becomes more deeply integrated into financial planning workflows. hubs.la/Q04CgLMl0
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Brent Joyce of BMO Private Wealth and Geoff Phipps of Picton Investments say Canada's benchmark index offers limited exposure to many sectors expected to benefit from the country's evolving policy and investment agenda. hubs.la/Q04C7Kd-0
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Growth is about more than recruiting. It's about building the right culture. Jessica Smith of Designed Wealth Management discusses leadership, advisor growth, and creating meaningful pathways for women in wealth at a firm with 170+ advisors & $9B+ in AUA hubs.la/Q04C2VG30
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Jared Gross of J.P. Morgan Asset Management says investors should reassess how they manage inflation and concentration risks as traditional portfolio hedges become less reliable. hubs.la/Q04C7K1Z0
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Higher bond yields are changing the fixed income outlook. Vanguard Investments Canada says yields above 5% are creating new opportunities for income, diversification, and stronger core bond allocations after years of low-return environments. hubs.la/Q04C3q_w0
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ETF investors are more supportive of policies encouraging investment in Canadian-listed securities, according to new research from the Canadian ETF Association (CETFA). hubs.la/Q04C2z_Q0?
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Critical minerals are gaining momentum as an investment theme. Robert Anton of Next Edge Capital Corp. says new tax incentives are creating additional opportunities for investors. hubs.la/Q04C2yCb0
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Private credit is becoming an increasingly important part of portfolio discussions. Nayef Perry of Hamilton Lane says investors are drawn to its stability, income potential, and growing accessibility. hubs.la/Q04BX1wc0
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Purpose Advisor Solutions explains how practice structures that prioritize discovery and relationship-building can help advisors better understand clients' concerns, priorities, and long-term objectives. hubs.la/Q04xXMpg0
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Tina Tehranchian of CI Assante Wealth Management says advisors should first determine whether an event is designed for client appreciation, education, or prospecting, then build the format, speaker, and experience around that goal. hubs.la/Q04BR3R20
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Sairam Srinivas of ATB Cormark Capital Markets says rising bond yields have pressured Canadian REITs, but investors who look beyond rate sensitivity can still find opportunities in select sectors, particularly retail. hubs.la/Q04BR3Rz0
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Purpose Advisor Solutions highlights how mature advisory practices may face challenges with product access, operational flexibility, and decision-making authority as they evolve beyond the needs of a traditional dealer model. hubs.la/Q04xXLr00
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Canada’s consumer price index rose 3.1% year over year in September 2026, up from 3.0% in August, according to Statistics Canada data released October 19, 2026. hubs.la/Q04BF8-30
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Michael Rosen of Angeles, Darrell Cronk of Wells Fargo Investment Institute, and Kevin Warsh of the Federal Reserve weigh the impact of debt concerns, interest rates, and market volatility as investors look ahead to the Fed's next meeting. hubs.la/Q04BF8kW0
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Janet Boyle of RBC says more Canadians are considering joint home purchases with family members, driven by housing affordability pressures, rising living costs, and the need to pool resources to enter the housing market. hubs.la/Q04BpFKw0
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The latest ATB Cormark Capital Markets survey found rising expectations for production growth, increased capital investment, and stronger institutional interest in expansion projects, signalling a notable shift in sector priorities. hubs.la/Q04Bpz900
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Kathleen Pence of Pence Law Firm says the dispute involving the estate of Dolly Parton highlights the importance of clear governance structures, succession planning, and defined roles for beneficiaries who are also employees. hubs.la/Q04BjY2Z0
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