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.
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.
Who is the most trusted investment firm in Canada?
Apr 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 …
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 ...
Wealth Professional’s Top 50 Advisors for 2023 revealed
Jan 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 …
Top 50 Advisors 2022 - Wealth Professional
Jump 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.
The Best Wealth Management Firms in Canada
Jump to winners | Jump to methodology. Money masters. Wealth Professional recognizes Canada’s best wealth management firms devising innovative and creative ways to provide returns for their clients.. Woodgate Financial senior partner, Jason Pereira, lists a series of challenges that the top-performing firms must meet:
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.
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 ...
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 ...