Wealth Professional Canada

TD Economics no longer expects any growth in Canadian home sales or prices this year – it now sees both slipping, after a weak start that forced a “steep downgrade” to its 2026 outlook. hubs.la/Q048Fyfj0

Guardian Capital CEO George Mavroudis says cultural alignment and long‑term thinking were central to the firm’s $1.67B acquisition by Desjardins. hubs.ly/Q048FzKL0

The federal government posted a budgetary deficit of $31.21 billion for the April-to-January period of its 2025-26 fiscal year. hubs.la/Q048FLQN0

Jeff Thorsteinson of Advisor Practice Management highlights seven key coaching questions top advisors use to drive clarity, growth, and results. He outlines how focusing on opportunities, time use, and mindset can unlock performance. hubs.la/Q048wbWQ0

Manulife CIO Nathan Thooft says recent geopolitical shocks have weakened the traditional diversification role of long‑duration bonds. He argues portfolios need a broader mix of diversifiers as positive stock‑bond correlation becomes more frequent. hubs.la/Q048vHJF0

Richardson Wealth advisor Francis Sabourin says recent outperformance in global equities reflects a rotation, not a replacement, for U.S. leadership. He continues to anchor portfolios in U.S. equities while seeking “unloved” opportunities globally. hubs.la/Q048l5-R0

Nicola Wealth is shifting part of its private credit focus to Europe, says Jurgen van Vuuren, citing diversification and evolving views on US market concentration. He emphasizes disciplined risk assessment and realistic return expectations. hubs.la/Q048kWk50

Mackenzie Investments’ Arup Datta highlights low-volatility value stocks outperforming in EMs amid Middle East tensions. He notes that energy-dependent markets like India may offer strategic entry points for Canadian investors. hubs.la/Q0486hVC0

CFA Institute research shows Gen Z and Millennial Canadians seek advisors for budgeting, insurance, career planning, and financial education, not just investments. hubs.la/Q048669Q0

The 2026 Wealth Professional Awards are proud to celebrate Canada’s top talent! Check out our full list of Excellence Awardees — advisors, teams, and firms setting the benchmark for leadership, innovation, and client impact. Congratulations to all! 👉 hubs.la/Q0483L9T0

Andrew Grantham of CIBC says retail sales show a strong start to 2026, but rising gas prices could strain spending. Shelly Kaushik of BMO warns energy costs may weigh on consumers, testing momentum in the months ahead. hubs.la/Q047Z4Y50

Heela Donsky Walker of Robins Appleby LLP says second marriages and blended families require careful estate and family‑law planning to avoid disputes and unintended outcomes. hubs.la/Q047Y_Jp0

Donald Trump’s pause on strikes against Iran lifted market sentiment, with equities rising and oil prices falling. Markets reacted to easing geopolitical tension signals, though Iran denied any negotiations, underscoring ongoing uncertainty. hubs.la/Q047WF9C0

Time is running out! Nominate your team for 5-Star Advisory Teams 2026 and showcase your expertise, collaboration, and client impact. Entries close March 27. Nominate here: hubs.la/Q04608mz0

CIRO is set to launch its Disgorgement Distribution Program on April 1, 2026. The program creates a process that allows money collected through enforcement actions to be returned to investors who were affected. hubs.la/Q047JQSk0

Ken Chen of Global X Canada explains why investors are turning to Chinese tech as an AI exposure beyond US markets. He says China’s focus on commercialization and efficiency offers diversification from US tech’s innovation‑heavy model. hubs.la/Q047JJwb0

Jeff Thorsteinson of Advisor Practice Management says waiting too long to hire limits growth. Advisors should track tasks, identify gaps, and hire for specific outcomes to free time, energy, and focus on what drives their practice. hubs.la/Q047BfPM0

Keith Reading of Morguard says falling rents are temporary. Slowing supply, rising immigration, and ongoing multifamily demand point to long-term resilience, urging investors to stay patient. hubs.la/Q047zHl90

Gene Kim of Summit Private Wealth remains agnostic on ex-US market trends, focusing instead on business fundamentals and risk-adjusted returns. Kim highlights discipline and diversification as key to long-term portfolio success. hubs.la/Q047pnzy0

Ashish Dewan of Vanguard Investments Canada outlines how prolonged Middle East conflict could lift oil prices and modestly boost Canada’s GDP, though higher inflation and uneven regional impacts may offset gains. hubs.la/Q047nxws0