Explore how Fintech innovations—ranging from mobile banking and P2P lending to robo-advisors and data analytics—are reshaping the Canadian wealth management landscape, with emphasis on compliance, data security, and client-focused strategies.
Explore how robo-advisory services utilize sophisticated algorithms and fintech innovations to provide accessible, cost-effective portfolio management solutions in Canada.
Discover how Smart Beta ETFs fit into the Canadian wealth management landscape through factor investing, rules-based approaches, and regulatory considerations to enhance portfolio construction.
Learn how integrating Environmental, Social, and Governance (ESG) factors into portfolio decisions can align clients’ values with robust risk mitigation and potential long-term growth within the Canadian financial landscape.