Canadian Investment News | Wealth Professional
网页Hybrids 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 2023 | Wealth Professional
网页Kathy 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 ...
FP Canada and Institute launch new pathways for F.Pl. and CFP ...
网页1 天前 · By Freschia Gonzales. Oct 09, 2024. FP Canada and the Institute of Financial Planning have introduced new pathways to simplify the process for CFP professionals to earn the financial planning diploma required for the F.Pl. designation. Likewise, F.Pl. holders can now pursue CFP certification through a streamlined process.
The Best Wealth Management Firms and Teams in Canada
网页Shafik Hirani’s Private Wealth Management Practice at Aligned Capital Partners. Location: Calgary, AB. Number of team members: 8. Combined experience: 40 years. The firm combines steering clients objectively with non-traditional psychology. “Our core values lean towards independent advice rather than being told what to sell.
Rising inflation erodes purchasing power for lower-income …
网页1 天前 · The report concludes that while purchasing power remains higher than in 2019 for most households, inflation and monetary policy have eroded purchasing power for many since 2022, particularly lower-income Canadians. Finance Minister Chrystia Freeland, addressing the easing of interest rates in 2024, said it provides significant relief for ...
Top 50 Advisors 2022 - Wealth Professional
网页Wealth 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 ...
Investments - Wealth Professional
网页2024年10月3日 · 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 …
Top 50 Advisors 2021 - Wealth Professional
网页2021年1月26日 · 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 ...
Canadian wealth wrapped: celebrating the Best in Wealth for 2023
网页2023年12月11日 · 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
网页Apr 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 ...