Waiting List · By Nomination

HDQ is a members-only publication.

Membership is open to CIRO-registered advisors and Certified Financial Planners practising in Canada, admitted by nomination. Membership is permanently capped, and access becomes available through the waiting list.

The annual subscription is $3,137 CAD. Of that, $1,137 is directed each year to a charity of the member’s designation. HDQ is the donor of record.

What membership includes

Published every weekday by 7 a.m. Eastern.

Editorial
The Daily Briefing
Five editorial desks: Market, Geopolitical, Economy, Tax & Wealth, and Behavioural. Published every weekday by 7 a.m. Eastern.
Daily Thread
Published every weekday at the close of trading. A single development examined in depth, with the cross-desk implications made explicit.
Weekend Edition
Saturday. Five charts from the week, annotated for Canadian portfolios, with the week ahead's calendar.
Month at a Glance
An end-of-month review of what the data said, what the desks got right, and what changed.
Advisor Toolkits
RESPOND. With every article.
What clients are feeling, what to say, action checklists, and a follow-up email template. Specific to the event covered.
PROSPECT. With every article.
Client profiles most affected, opening lines, discovery questions, and a prospecting email template. Specific to the insight in the article.
Professional Development
Module library
Structured modules on market structure, behavioural finance, tax strategy, and client communication. For advisors. CE accreditation in development.
Decision frameworks
Analytical frameworks behind HDQ editorial. Asset location under rate regimes. Inflation pass-through. Sector rotation. Client communication under uncertainty.
Preferred book pricing
Member pricing on titles from the HDQ reading list.
Editorial Standards
Named sources · Canadian focus · No speculation
Every claim is sourced and attributed. Every article addresses CAD, BoC policy, and TSX exposure. No anonymous sources. No price targets. No recommendations.

Access. All content is available to verified members only. The full archive, all five desk articles, subscriber toolkits, Daily Thread, Weekend Edition, Month at a Glance, and the Professional Development library are restricted to the membership.

Eligibility

HDQ is published for CIRO-registered investment advisors and representatives and Certified Financial Planners (CFP) practising in Canada. Applications from retail investors, students, or unlicensed individuals are not considered.

Every application is reviewed manually. Registration status is verified against the CIRO AdvisorReport and the CSA National Registration Search. Applications that cannot be verified will not proceed.

HDQ reserves the right to decline any application without explanation and to revoke access if a member's registration status changes or if the terms of use are violated.

Questions: support@hdq.ca