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WP Special Issue: Year in Review (available for immediate download)

WP Special Issue: Year in Review (available for immediate download)


Product Description

Year in Review 2017

This special issue of Wealth Professional offers the best insights, advice and reports from 2017. How have 2017 trends shaped this your portfolio? What are the biggest issues facing Canadians? What are the projections for 2018 and beyond? This ad free issue is packed with the top stories in Wealth Professional’s most cherished columns and reports.


Leaders of the Fintech Pack: from established players to innovative startups, meet 10 fintech firms every advisor should know. | ETF Portfolio: Using ETFs to gain global exposure. | Finding Alpha in an M&A: Mergers and acquisitions are on the rise in Canada, so how can investors cash in? | Life Insurance: 4 ways to bridge the information gap. | Health Insurance: critical thinking on critical illness.

Moving with the times: A pioneer in the mutual fund space. | Reinventing the wheel: Advicent offers a master class on how a tech company can evolve over decades and remain cutting-edge. | Vision for the future: accuracy is essential for advisors and the products they use.

Saving the Generational Divide: how to deal with the contrast of a new generation and its approach to managing money.


Wealth Professional names the 50 industry professionals who have had the biggest impact on Canada’s investment landscape over the past year.


Are Canadians saving enough for retirement? | How is real estate affecting retirement strategies?


Not shy and retiring: tracking the impressive global reach of Canada’s pension funds. Forward momentum: charting the unstoppable rise of ETFs. | Mutual Funds Bouncing Back:

should investors look abroad to find returns in mutual funds?


School of finance: should advisors help improve financial literacy levels? | Growth industry: Does it make sense to invest in pot? | Consolidation conundrum: is industry consolidation a raw deal for investors?


Blake Golding | Randy Cohen | Fiera Capital


Warren Collier | Nicolas Richard | Michael Cooke


Corrado Russo | Dustyn Lanz | Peter Kinkaide


All in the mind: why the behavioural component of financial planning is so crucial. | When clients get the axe: how to manage your clients’ finances in the event of a layoff.


Driven by data | Specialist advice | Thinking big | Taking a dive | Mixing martial arts

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