DigitalWealth Management

PhilanthPro Solutions Launches PhilanthPro, Cloud-Based Philanthropic Financial Planning Software

TORONTO, ON–PhilanthPro Solutions Inc., a software company dedicated to fostering philanthropy, announces the launch of PhilanthPro. The cloud-based software offers a suite of easy-to-use tools for clients and their financial advisors to professionally plan and manage charitable accounts. PhilanthPro is useful for any sized portfolio and is available on a …

AwardsWealth Management

Charitable Impact Inaugural 2022 Awards Recognize Wealth Management Teams

Awards Recognize Most Engaged Wealth Management Teams VANCOUVER, BC–Charitable Impact—an online giving platform and Canada’s fastest-growing donor-advised fund—presents the winners of the first ever Charitable Impact Awards. The Awards recognize Charitable Impact’s most active wealth management teams for their outstanding engagement with charitable giving on behalf of their clients. The …

Market ResearchTax PlanningWealth Management

Affluent Canadians Prioritize Education, Real Estate for their Children, and Philanthropic Giving

New research report on high-net-worth Canadians reveals the priorities, concerns and blind spots related to the transfer of wealth TORONTO, ON–According to a new report on high-net-worth (HNW) households by IG Private Wealth Management (a division of IG Wealth Management), the pandemic has caused many to pause and reflect on …

Wealth Management

Raymond James Ltd. Deepens Wealth Management Leadership Team

TORONTO, ON–Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial, Inc., today announced that effective immediately, the following changes will be made to its Wealth Management leadership team. Mario Addeo, formerly EVP, Head of Private Client Solutions, is appointed to Vice Chair, Private Client Group. …

Estate PlanningWealth Management

New MD survey finds physicians stressed but eager to learn about financial priorities

MD Financial Management shares findings from physician-based research on Canadian physicians’ financial literacy OTTAWA, ON–A lack of knowledge about financial services and products is causing stress among Canadian physicians, according to the results of a physician-based survey of financial literacy released today by MD Financial Management Inc. (MD). The stress …