Canadian Investment News | Wealth Professional
WEBThe 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
WEBJump 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.
Top 50 Advisors 2022 - Wealth Professional
WEBJump to winners | Jump to methodology | View PDF. 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.
Who is the most trusted investment firm in Canada?
WEBApr 16, 2020 · Updated 10-25-2023. Some investors remain keen to grow their portfolios despite the headwinds created by a series of unusual events. In this hyper-connected and globalized economy, current conflicts and regional tensions reverberate across countries and can impact investments.
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 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 ...
Wealth Professional’s Top 50 Advisors for 2023 revealed
WEBJan 31, 2023 · Wealth Professional is honoured to announce its Top 50 Advisors for 2023.. Managing books of business of up to $1.8 billion in assets, the financial professionals on this year’s list have stood out for their ability to steer their clients’ portfolios through economic and market challenges, while still elevating their practices with innovative strategies, solutions, and best practices.
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 ...
Financial News, Opinion & Analysis | Wealth Professional
WEB2 days ago · Wealth Professional is committed to delivering finance industry news and analysis for money management and financial planning professionals in Canada.
Canadian wealth wrapped: celebrating the Best in Wealth for 2023
WEBDec 11, 2023 · To recognize those achievers, leaders, movers and shakers, Wealth Professional is proud to unveil the Best in Wealth 2023 report.. The report offers a definitive look at the top-performing financial advisors, advisory teams, brokerage firms, veterans and rising stars of the Canadian wealth space this year.