Canadian Investment News | Wealth Professional
WEBBy Freschia Gonzales Sep 25, 2024 Emerging Markets. Brookfield sells Saeta's 745MW portfolio to Masdar as part of a US$1.4bn deal to fuel energy growth. The latest Canadian investment news for financial advisors, planners, and portfolio managers. Read interviews with wealth professionals from across Canada.
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 ...
After a calm September, where are markets headed?
WEB2 days ago · Oct 01, 2024. September is historically the most challenging month on markets. From 1928 to 2023 the S&P 500 has averaged a decline during the month of September. Seasonal investing dictates that September and October are the most volatile months for equities. Lehman Brothers declared bankruptcy in …
A US giant just entered the Canadian ETF market
WEB1 day ago · Travis Hughes, head of Canada at JP Morgan Asset Management, said, “The introduction of the JP Morgan ETFs in Canada is an important advancement of our Canada market strategy, with these offerings representing the first of a broad suite of active ETF solutions we plan to deliver over time.”. He added that Canada, being home to the first ETF, is an ideal market for these products, and that ...
Can DIY investors keep pace with their advisor-backed peers?
WEB1 day ago · The research was commissioned by FAIR Canada to better understand the behaviours and attitudes of DIY-Only investors, who manage investments entirely on their own, and Hybrid investors, who seek advice from advisors while also managing some investments.. The study surveyed 1,350 Canadian investors, with 46 percent identifying as DIY-Only investors and 54 percent as Hybrid investors.
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 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 ...
Wealth Professional’s Top 50 Advisors for 2023 revealed
WEBJan 31, 2023 · In its Top 50 Advisors Special Report for 2023, WP also turned the spotlight on 17 outstanding advisors: Sean O’ Connor, O’Connor and Associates, IG Wealth Management. With more than $735 million in AUM and over 1,200 clients in his book of business, Kevin Hegedus took first place in the overall rankings of …
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.