Canadian Investment News | Wealth Professional
WEBHybrids outperform major stocks as real estate debt rebounds in 2023. Real estate hybrids deliver 170% returns, surpassing Nvidia’s performance, as investors regain confidence. The latest Canadian investment news for financial advisors, planners, and portfolio managers. Read interviews with wealth professionals from across Canada.
Top 50 Advisors 2022 - Wealth Professional
WEBWealth Professional’ s Top 50 Advisors for 2022 managed nearly $30 billion in assets last year – a healthy jump from the $18.5 billion in AUM across the 2021 Top 50. The honourees on the ninth annual list represent seven provinces, although nearly two-fifths hail from BC and 30% work in Ontario. In terms of industry experience, this year ...
Top 50 Advisors 2021 - Wealth Professional
WEBJan 26, 2021 · To compile the Wealth Professional Top 50 Advisors list, WP first solicited nominations from advisors, industry professionals and clients; only those advisors nominated were eligible for the list.The final list is based on each advisor’s weighted ranking in four categories: overall AUM, AUM growth, client growth (both between October 2019 and October 2020) and, new this year, number of ...
The Best Wealth Management Firms in Canada
WEBWellington-Altus has grown from $2 billion to over $30 billion in assets under administration, with 50+ offices and 800+ employees nationwide in just over seven years. Since January 2023, the firm has welcomed 17 new advisor teams, with a robust pipeline for 2024 and beyond. “Our advisors are shareholders; they have a say in the firm’s ...
Investments - Wealth Professional
WEBOct 3, 2024 · Volatility creates opportunity and demands diversity. Cohen & Steers is a global investment manager specializing in real assets, including real estate, infrastructure, resource equities, commodities, as well as diversified multi …
5-Star Brokerages 2022 - Wealth Professional
WEBMethodology. To find the 5-Star Brokerages of 2022, Wealth Professional solicited applications from brokerage firms across Canada. WP invited applicants to explain how they were excelling in key areas like culture, compliance, training, and technology. To be eligible, each firm had to be a full-service brokerage with a minimum of three locations.
5-Star Advisors and Top Teams 2021 | Wealth Professional
WEBMethodology. To find the best advisors in Canada, Wealth Professional undertook a rigorous marketing and survey process, reaching more than 200,000 investors across Canada. Investors were asked to nominate their advisors and rate them on six key criteria. From there, list of finalists was compiled, and one-on-one calls with nominators added qualitative research to the quantitative results from ...
Wealth Professional Awards 2021
WEBWealth Professional Awards shift to a two-day digital event to celebrate the best in the wealth management industry. Sep 21, 2021. In early June, the Wealth Professional Awards recognized the industry’s best during a two-day virtual event that featured not only award announcements, but also panel discussions with the various finalists.
Saluting the Best in Wealth 2022
WEBJan 26, 2023. Wealth Professional is celebrating Canada’s best-in-class service providers, organizations, teams, and financial industry professionals with a Special Report rounding up all the 5-Star awardees from 2022. In the Best in Wealth 2022 digital edition, WP showcases the wealth award winners from all its special reports last year.
Financial News, Opinion & Analysis | Wealth Professional
WEBOct 2, 2024 · Cyber criminals are getting smarter—are Canadian businesses keeping up? A recent IBC survey reveals a decline in cyber resilience efforts as AI heightens security risks. Wealth Professional is committed to delivering finance industry news and analysis for money management and financial planning professionals in Canada.