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.
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 ...
The Best Wealth Management Firms and Teams in Canada
Shafik Hirani’s Private Wealth Management Practice at Aligned Capital Partners. Location: Calgary, AB. Number of team members: 8. Combined experience: 40 years. The firm combines steering clients objectively with non-traditional psychology. “Our core values lean towards independent advice rather than being told what to sell.
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 2021 - Wealth Professional
Jan 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 ...
What are the 7 best low-risk investments in Canada?
Aug 13, 2021 · The risk-return tradeoff in investments. High-Interest Savings Account. Guaranteed Investment Certificates (GICs) Money Market Funds. Low Volatility Fund. Annuities. Dividend-Paying Stocks. Corporate Bonds. Diversification: minimizing risk through allocation.
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 ...
5-Star Advisors and Top Teams 2021 | Wealth Professional
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 …
Who are the 2023 top advisors in wealth management?
Feb 24, 2023. From rising interest rates and inflation to market volatility and geopolitical unrest, uncertainty means investors are looking for advisors who can navigate challenging economic conditions. In Wealth Professional Canada’s Top 50 Advisors report, we recognize those innovating amid adversity to deliver exceptional results for ...
Investments - Wealth Professional
Equiton eyes future growth as $1 billion real estate fund expands amid falling interest rates. Leveraging rate cuts and strategic acquisitions, Equiton strengthens its multifamily portfolio and positions itself for continued success in Canadian real …