Canadian Investment News | Wealth Professional
Investment professionals predict the US dollar could lose its global reserve currency status by 2039. Our daily newsletter is FREE and keeps you up-to-date with the world of wealth. The latest Canadian investment news for financial advisors, planners, and portfolio managers. Read interviews with wealth professionals from across Canada.
Showcasing 2024's Rising Stars in wealth | Wealth Professional
10 hours ago · Wealth Professional’s Top 40 Rising Stars of 2024, all under 40, are providing cutting-edge insight and diligent service to clients across Canada.. This year’s best young financial advisors and professionals continue to breathe fresh life into the industry, with a self-driven approach to obtain the best outcome for clients amid increased competition.
Top 50 Advisors 2023 | Wealth Professional
Managing between $71 million and $1.8 billion in assets, the advisors on Wealth Professional ’s annual Top 50 list have excelled by doing what they do best – ensuring peace of mind and providing sage advice for their clients, especially in challenging times. Rising interest rates, inflation, and geopolitical uncertainty stoked volatility ...
Wealth Professional’s Top 50 Advisors for 2023 revealed
Jan 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 Wealth Professional ’s Top 50 ...
Who is the most trusted investment firm in Canada?
Apr 16, 2020 · 8. BMO Nesbitt Burns. Right behind RBC Dominion Securities is BMO Nesbitt Burns, the latest iteration of the oldest and most respected investment houses in Canada. It was founded in 1912 and formerly known as Nesbitt, Thomson and Co., until the Bank of Montreal acquired the business in 1987.
The Best Wealth Management Firms and Teams in Canada
Putting clients first. Wealth Professional celebrates the best wealth management firms with the ability to grow and retain clients. Ontario remains the dominant province but the only one to lose national share by 14 percent. Manitoba is the largest gainer on 5 percent. Quebec is the second largest gainer on 3 percent.
The Best Wealth Management Firms in Canada
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 2022 - Wealth Professional
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 ...
Top 50 Advisors 2020 - Wealth Professional
Jan 28, 2020 · Reg Jackson, National Bank Financial. 3. Rob McClelland, Assante Capital Management. 2. Todd Degelman, Wellington-Altus Private Wealth. 1. Faisal Karmali, CIBC Wood Gundy. Discover who made the cut in Wealth Professional’s annual ranking of the 50 best advisors in the country.
5-Star Advisors - Wealth Professional
A good investment portfolio is a must, but understanding a client’s life, unique circumstances and financial goals is what separates the best advisors from the rest. Back in May, Wealth Professional showcased 30 5-Star Advisors from Western Canada and Quebec; in this issue, we spotlight 35 advisors who are raising the bar for clients in ...