Standing Out in a Crowded Market: Leveraging Property Wealth Advice as Your Firm's USP
For high-net-worth clients, property is a universal (not alternative) asset class.
Shift to Alternatives: How Wealth Professionals Are Rewriting the Portfolio Playbook
Including property, the most traditional of alternative investments.
Relocation Strategy: When is the Time is Right?
Plans to upsizing, rightsize, downsize? You need a strategy.
Why Wealth Managers Must Rethink the Role of Primary Residences
Traditional wealth managers don’t think a home is an investment.
How Specialized AI Agents Are Creating Real Business Value
Lessons learned by our founders.
Values Over Value: The Rise of Ideological Investing
People want to invest with their hearts.
‘Bias Machines’: How AI Summaries Can Hide Bias
AI summaries amplify existing search bias.
Property vs. Portfolios: Why Wealth Advisors Are Asking the Wrong Question
Challenging a widespread assumption with data-driven research.
Peak 65 and the Great Wealth Transfer: How Advisors Can Retain the Next Generation of Clients
Nimble tech savvy advisors will reap the rewards of the Great Wealth Transfer.
Navigating the Future of Wealth Management
How AI, Digital Innovation, and Holistic Strategies Are Reshaping Wealth Advice
Navigating Complexity: AI and the Dawn of Personalized Wealth Advice
Achieve proactive and real-time hyper-personalization at scale.
Bridging the Divide: Closing Canada’s Property Ownership Gap
How the drive toward profit can deliver social impact.
The Rise of Holistic Wealth Management: Beyond Stocks and Bonds
The industry is moving toward holistic planning and advice. Don’t be left behind.
How To Unlock More Value in Residential Real Estate
Savvy owners get more out of their properties than their neighbours.
Why Wealth Professionals Are Excited About Properti Edge
The key to next generation wealth advice.
Seeking Wealth Professionals to Beta Test Properti Edge
People deserve better property investment advice.
Investors Taking a Bigger Bite of the Canadian Property Market
Property makes up a growing share of Canadian’s invested assets.
Canada’s Riskiest Property Markets: Vancouver and Kelowna on Edge
The property market risks are local and can change.