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.
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.
Canada's equity markets decline as firms opt for foreign buyers …
1 day ago · The paper identifies several causes for this decline. The fixed cost burden on issuers and intermediaries, regulatory changes, the shift towards private capital as a substitute for public equity, and significant government spending are all highlighted. Additionally, regulatory structures initially intended to protect markets may now be hindering growth.
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.
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 ...
Newcomers to Canada need tailored financial advice, survey reveals
2 days ago · Canadian newcomers may face significant challenges to their financial security, with a lack of understanding playing a key role in financial struggles.. According to Interac Corp., 61% of newcomers feel confident financially when they first arrive in Canada but as they grapple with the economic realities of living and working in Canada that confidence slumps to just 31%.
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 ...
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 ...
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 …
Canadian wealth set to rise by $2 trillion by 2026 amid global surge
Jun 10, 2022 · The digital world we now live in offers several growth opportunities for wealth professionals. Firstly, crypto-related assets of which non-traditional asset managers currently manage up to $1 trillion worth. The report says that market value for these assets could surge four-to-fivefold by 2026. But wealth professionals may be leaving potential ...