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Compare portfolio platforms for Canadian advisory firms. Ask these questions about fees, reporting, custody and what happens when you sell your practice.
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Muneeb talks about what drew him to the industry, the lessons he is carrying forward from more than five years at Victory Hill Capital, and what he will be focused on at Bold Wealth.
Compare portfolio platforms for Canadian advisory firms. Ask these questions about fees, reporting, custody and what happens when you sell your practice.
Chris talks about the decision to start the firm in 2021, the thinking behind growing through partnerships rather than client by client, how his role has shifted as the team has grown, and what he looks for in the people who join it.
Craig Ripley, President of Longevity Wealth, joins Senior Portfolio Manager Michael Craig to talk about what it takes to coordinate every part of a client's financial life.
Geopolitical tensions can feel distant until they show up in your portfolio. In this video, we break down how the Iran conflict is impacting markets, what it means for your investments, and how we are thinking about strategy moving forward.
An in-depth discussion on how disciplined acquirers create value in wealth management and the common pitfalls in the process.
Jason Lemire and Michael Craig discuss key topics, including recent market trends, market volatility, and what is happening to the US stock market.
We currently do not have any private credit exposure in our client portfolios. That's by choice, a decision we made about a year ago because we believed the risks outweighed the potential benefits for our clients over the short and medium term.
Advisor Spotlight: Chris Arthur of Bold Wealth Partners
Young leaders are redefining Canadian wealth management—discover the visionaries shaping tomorrow
Helping clients truly understand their financial plan is key to keeping them on track.
One of WP's Top 40 Under 40 Rising Stars explains how a career spent in advice, wealth, tech, and beyond has shaped his firm's offerings for advisors
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