Canadian Investment News | Wealth Professional
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 and Teams in Canada
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. Government agency Statistics Canada data shows that Ontario and Quebec account for a combined 61 percent of the ...
Top 50 Advisors 2023 | Wealth Professional
Jump to winners | Jump to methodology | Jump to listing in order. Navigating a turning point in wealth management. 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.
Best Wealth Management Firms in Canada | 5-Star Brokerages 2023
Methodology. 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.
After a banner year, how are advisors setting client expectations?
6 days ago · Two straight years of 20+ per cent returns on the S&P 500 present advisors with what might be called a ‘very good problem.’ Clients who had US equity exposures did very well. Looking at 2024, even those with just Canadian equity exposure saw the TSX 60 rise over 20 per cent. Even clients minimal ...
The Best Financial Advisors and Professionals
Jump to winners | Jump to methodology. More than a job. The number of financial advisors across Canada is on a steep upward trajectory that began back in 2018. Data shows the number in 2024 stands at 28,250, an increase of 7.1 percent on the previous year, which itself was a rise of 8.3 percent compared to 2022’s figure. The total is predicted to be 34,420 advisors by 2030.
Top 50 Advisors 2020 - Wealth Professional
Jan 28, 2020 · To compile the Top 50 Advisors list, Wealth Professional solicits nominations and submissions from advisors, industry professionals and investors. To determine which advisors make the final list, WP considers multiple factors, including overall AUM, AUM growth, number of clients and client growth.
5-star wealth advisory firms revealed | Wealth Professional
Jun 19, 2024 · Wealth Professional has just unveiled its 2024 5-Star Wealth Management Firms list.. The list recognizes all the work wealth management firms do to advance the industry and ensure that advisors can provide the highest level of quality service to their clients.
5-Star Advisors - Wealth Professional
Methodology. To find the best advisors in Eastern Canada and Ontario, the Wealth Professional team undertook a rigorous marketing and survey process, relying on WP’s connections to thousands of advisors across the region. Investors were asked to nominate their advisors and rate them on six key criteria: communication, portfolio performance, product knowledge, client trust, client knowledge ...
Financial News, Opinion & Analysis | Wealth Professional
Jan 10, 2025 · Wealth Professional is committed to delivering finance industry news and analysis for money management and financial planning professionals in Canada.