Canadian Investment News | Wealth Professional
网页By 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.
The Best Wealth Management Firms in Canada
网页Wellington-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 ...
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 ...
Investments - Wealth Professional
网页iA 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.
5-Star Advisors and Top Teams 2021 | Wealth Professional
网页Methodology. 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 ...
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 ...
About Us - Wealth Professional
网页About Wealth Professional Canada. Wealth Professional is a free online information resource for all Canadian advice and planning professionals. It focuses on providing the latest industry news, opinion and analysis, in print and multimedia formats. The site generates newsletters reaching more than 15,000 industry professionals each week.
Mutual Funds - Investments - Wealth Professional
网页2024年7月23日 · Equiton's apartment fund surpasses $1bn in assets. Equiton's flagship real estate fund hits $1.06bn in AUM, rewarding investors with steady growth. Aug 23, 2024.
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 ...
Wealth Professional’s Top 50 Advisors for 2023 revealed
网页2023年1月31日 · 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 …
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