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A new era in wealth management

November 6th, 2018

The wealth management industry is evolving and the rate of change is accelerating. While regulators have had an impact, it is the evolving expectations and behaviours of consumers that are really driving the pace of change in the business. Clients’ expectations are increasingly being set by newcomers such as Wealthsimple,…

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Streetwise TD Wealth Executive Moving to Purpose Investments

August 2nd, 2018

TD Wealth executive Jeff Gans is stepping down from his bank role to join ETF pioneer Som Seif’s Purpose Investments. Jeff Gans, vice-president of Private Wealth Management at TD Wealth, will be leaving the firm as of Feb. 9. Mr. Gans joined the bank in 2012. Prior to his current…

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Wealth Professional Hot List 2018

August 2nd, 2018

Canada’s markets have long been dominated by three sectors: energy, materials and financials. While things currently look promising in these industries – energy in particular – it’s no secret that many advisors would like to see the dominance of those three sectors challenged in the coming decades.

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