Canadian Investment News | Wealth Professional
WEBWith recalibrated bond yields and innovative tools, Manulife Investment Management is seeking to offer compelling opportunities for capital preservation and risk-adjusted returns in the fixed income market. The latest Canadian investment news for financial advisors, planners, and portfolio managers. Read interviews with wealth professionals ...
Could high inflation now be behind us? | Wealth Professional
WEB4 hours ago · Sep 24, 2024. It’s been almost taken for granted that we are in an era of higher inflation. The forecast that has almost become consensus is as follows: Inflation should rest at a higher bound over the next ten years than it did in the decade before COVID. Underlined by the ‘four Ds’ of deglobalization, decarbonization, demographics, and ...
Revealed: Quebec's 5-star advisors of 2024 | Wealth Professional
WEB5 hours ago · Wealth Professional has unveiled the 2024 5-Star Advisors list for Quebec. The list recognizes exceptional financial advisors dedicated to providing outstanding client service, with David Poliquin, Gene Kim, and Georges Achkar among the recognized names. You can find the full list here. David Poliquin of BGY Gestion de portefeuille, iA Private ...
Canadian REITs rebound as interest rate cuts fuel recovery
WEB4 hours ago · Canadian real estate investment trusts (REITs) have started to recover after experiencing losses, aided by ongoing interest rate cuts, the return to office practices, and growing market confidence, according to a report by BNN Bloomberg.. Adam Jacobs, head of research at Colliers Canada, explained that REITs, often dependent on borrowing and refinancing, suffered during the COVID-19 pandemic.
Top 50 Advisors 2023 - Wealth Professional
WEBKathy Sager, CG Wealth Management. In this milieu, clients are looking to financial professionals even more for support and guidance, and WP ’s 2023 Top 50 Advisors are answering the call. Tammy Cash, head of marketing for the Americas at Vanguard Investments Canada, says, “It’s a difficult and fearful time for investors, so that’s ...
Best Wealth Management Firms in Canada | 5-Star Brokerages 2023
WEBMethodology. To find the 5-Star Brokerages of 2023, 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.
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 ...
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 ...
Canadian wealth wrapped: celebrating the Best in Wealth for 2023
WEBDec 11, 2023 · This compendium of honours encompasses hundreds of names, capturing a rich cross-section of the crème de la crème of Canada’s wealth industry. Through the Best in Wealth 2023 annual guide, we celebrate the stories of stellar individuals and enterprises across Canada, as chronicled in the following reports: 5-Star Advisors Eastern Canada.
Revealed: Wealth Professional’s 5-Star Brokerages 2023
WEBApr 11, 2023 · After an exhaustive search, Wealth Professional is proud to announce its 5-Star Brokerages for 2023. With their multi-provincial footprints, expertise spanning multiple areas, and differentiated offerings, this year’s top brokerages have shown their commitment to empowering advisors and providing the best service possible to Canadians as they navigate their financial journeys.