Canadian Investment News | Wealth Professional
WEBBy David Kitai Sep 05, 2024 Fixed Income. Macklem makes his third cut with more likely to come, what does that mean for housing, fixed income, and advisors? 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 ...
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’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 …
Investments - Wealth Professional
WEBiA Clarington partners with top fixed-income specialist, deepens Loomis Sayles collaboration. iA Clarington introduces Agile Investment Management as sub-advisor while strengthening ties with Loomis Sayles. Sep 05, 2024 Fixed Income.
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 ...
Entries now open for 2022 Top 50 Advisors | Wealth Professional
WEBNov 04, 2021. Entries are open for Wealth Professional Canada ’s ninth annual Top 50 advisors showcase, the industry’s most highly sought-after ranking. WPC will be ranking the best advisors based on assets under management, AUM growth, certifications achieved, and organic client growth introduced to the business during 2020 and 2021.
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.
Wealth Technology - Wealth Professional
WEBJul 25, 2024 · A case for sophistication in philanthropy plans. CEO and head of business development explain why more clients expect philanthropy plans and how advisors can manage everything that comes after a gift. Jun 19, 2024. More.