Canadian Investment News | Wealth Professional
WEBBy 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.
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
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 ...
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 ...
Who is the most trusted investment firm in Canada?
WEBApr 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.
Investments - Wealth Professional
WEBiA 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
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 ...