MONTREAL, Dec. 11, 2025 /PRNewswire/ -- Wealth Write.Up, a Canadian leader in AI-powered investment accounting software, announced today it has successfully completed its SOC 2 Type 1 certification.

In today’s litigious and highly transparent environment, protecting wealth is no longer viewed as an optional strategy; it is a fundamental component of responsible financial planning. High-net-worth ...

The acquisition aims to accelerate both firms’ commitment to deliver an exemplary client experience to Canadian investors TORONTO, March 24, 2025 (GLOBE NEWSWIRE) -- Purpose Unlimited Inc. (“Purpose”) ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

In a significant move to create a fairer tax system, the federal government of Canada announced a series of changes to the taxation of capital gains in its Budget 2024. Cardinal Point Wealth ...

There has lately been a renewed interest by clients in asset protection planning. A problem for these clients and their planners who are unfamiliar with asset protection planning is that there is ...

A global wealth management technology provider administering over US$2 trillion in assets, supporting 26 million end investors, and serving 650+ financial institutions and 12,000+ wealth and asset ...

Canadians have earned a reputation for being careful with money. This approach makes sense when protecting what you already have, but it can backfire when building wealth. The same strategies that ...