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Join date: Jun 3, 2025
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Jun 24, 2025 ∙ 1 min
New Report Highlights Gaps in Investment Suitability Practices Across Canada
Canadian wealth management firms are navigating a pivotal shift in how they deliver investment advice — and new research from Canada’s...
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Apr 16, 2025 ∙ 1 min
Investment Suitability in Canada: New Research Explores a Changing Landscape
The Financial Wellness Lab is pleased to share a new research study, developed in collaboration with Ortec Finance, that explores the...
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Mar 10, 2025 ∙ 1 min
Lab Researchers Published New Study on Financial Knowledge and Well-Being
We are excited to share that Dr. Adam Metzler and PhD Candidate Nathan Phelps, two of our esteemed researchers at the Financial Wellness...
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