Canadian Investment News | Wealth Professional
WEBBy Freschia Gonzales Sep 18, 2024 Wealth Technology. Manulife Wealth advisors now have access to Conquest's AI-driven platform to assist clients with comprehensive financial planning. The latest Canadian investment news for financial advisors, planners, and portfolio managers. Read interviews with wealth professionals from across Canada.
Top 10 Performing Mutual Funds in Canada to Look at Now
WEBOct 26, 2023 — The Top 10 mutual funds in Canada in 2023. 1. CI Canadian Dividend Funds Series F. 10-year annual return: 10.41%. Index 10-year annual return: 7.61%. This mutual fund is invested in both US and Canadian equities, with an 80% allocation of the fund in …
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 ...
Top 50 Advisors 2023 | Wealth Professional
WEBTop 50 Advisors 2023. Assets under management, number of clients, and years in industry as of September 30, 2022
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 …
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 ...
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 ...
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