James Burton

Clarifying our position on awards process and criteria

Wealth management firm "chooses happiness" and more autonomy after leaving bank and returning to its independent roots

Personal trek from Uganda to Ontario informs Manish D. Kanani's approach and genuine care for clients

What are the winds of change that Canadian advisors should know about? A panel discussion, set to take place at the Q Wealth Canadian TIKI Lounge at the upcoming Future Proof festival will dive into the big issues

Alfred Lee, who helped build BMO ETFs, sees vast potential in the Canadian independent space and says there is a "real buzz" at his new firm

Matt Middleton tells WP that the lounge, which for the first time will feature a panel discussion on going independent, is the epitome of what he wants the Future Proof experience to be

NextGen advisor's focus on planning and behavioural finance finds perfect new home at independent platform

Clarifying WP methodology and CIRO expectations after regulators' email blast

CEO tells WP company is working diligently to address audit issue and remains proud of ETF offerings

Claims of getting trades approved by clients disproved by phone records