WP Talk

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadians are tired of barrage of fraud attempts; and crypto adoption continues among Canadian institutional investors.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadian wealth generation remains an uneven playing field according to Statistics Canada data; Canada’s entrepreneurs have been forced to draw on every bit of their business acumen so far this decade, but how are they shaping up? Plus Younger Canadians are more likely than any other group – even Boomers – to evaluate their financial objectives and plans on a consistent basis, according to new research from BMO.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: SEI Canada's director of solutions shares investing insights; Canadians are giving up on homeownership dream; a Canadian passport is one of the best you can have for access to other countries.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadian ETFs saw strong inflows in March with domestic equities and bonds leading the way; Canadians are ready to spend despite rising rates; and homeownership on hold for many Canadians says Scotiabank.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: The financial services industry has a huge opportunity by working with big tech and others outside the industry; Canada's SMEs are more optimistic than a month ago despite price rises; and why couples get an unexpected benefit from pooling finances.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: What do Canadians want from the federal budget? and Canada's banks have improved service through technology, survey finds.

Travis Forman is the first to admit he has a restless streak – but it’s meant his career as a wealth manager has thrived.

The Harbourfront Wealth Management advisor wears two hats. Not only does he run a successful practice, he’s been instrumental in architecting and managing the Rockridge Private Debt Pool and Forsyth Private Real Estate Portfolios for Willoughby Asset Management.

In the podcast, WP Talk hears why Forman believes he has the ideal personality for the job, the lessons he’s learnt while building his book of business, and what he believes the biggest headwind is for investors right now.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Goldman Sachs says the US equities rally could be coming to an end; Canada's recreational home prices set for further gains; and CFIB urges focus on small businesses for federal budget.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: $600m stolen in crypto heist; Canadians say this year is a 'wildcard' for tax filing; Deloitte CFOs poll reveals weaker sentiment.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadian insolvencies were up 13% in February compared to the previous month; and Women entrepreneurs remain optimistic and have continued to exhibit great resilience and innovation in the face of unprecedented challenges.