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 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 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 ...
Manulife sees new opportunities in fixed income amid global …
WEB6 hours ago · By Freschia Gonzales. Sep 30, 2024. In an article by Wealth Professional in partnership with Manulife Investment Management, the fixed income market's current landscape is highlighted as offering new opportunities for investors. While bond yields have faced significant volatility in recent years, Manulife's experts suggest that recalibrated ...
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.
Women still face significant career barriers in Canadian investment ...
WEB8 hours ago · By Steve Randall. Sep 30, 2024. Women hoping to rise through the ranks of Canada’s investment banking industry continue to find the route challenging according to a new report. Eight in ten respondents to a survey by VersaFi said that more needs to be done to retain women in the industry and the report overall highlights systemic barriers ...
Revealed: the 5-Star Best Wealth Advisory Teams in Canada
WEBJul 20, 2023 · Almost three tenths were veteran teams with more than two decades’ experience. Among the 5-Star Wealth Advisory Teams for 2023, WP is proud to feature The Lepoidevin Group with CG Wealth Management. A three-time winner of the advisory teams award, the group is headed by David Lepoidevin, whose multi-decade career in the investment industry ...
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 ...
Canadian wealth wrapped: celebrating the Best in Wealth for 2023
WEBDec 11, 2023 · 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
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 ...