Canadian Investment News | Wealth Professional
Stephen Harper named AIMCo chair after Alberta government dismissed entire board in governance shakeup. 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.
Revealed: Top 50 Leading Women in Wealth 2024
1 day ago · The Top 50 Leading Women in Wealth 2024 also includes the following outstanding professionals: Sara La Gamba, senior advisor, SPM/King Financial and Benefits Inc. Stephanie Wolfe, EVP, head of marketing, Global X Investments Canada. Tina Tehranchian, senior wealth advisor, Assante Capital Management. Susyn Wagner, senior portfolio manager and ...
Top Female Financial Advisors and Professionals in Canada | Top …
Women represent 15–20 percent of financial advisors.. Female investors are 2.5 times more comfortable taking investment risks with female advisors.. Women occupy 21.9 percent of senior leadership roles and 10 percent of highly paid positions.. There are increased opportunities for female advisors as Mackenzie Private Wealth has predicted that:. …
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 ...
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 ...
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 ...
Canada's 5-star advisory teams revealed | Wealth Professional
Jul 30, 2024 · “Since our humble beginnings, we have thrived to become better every day and be the hardest-working people in Canada. Those are the two values that dominate our DNA,” says Camille Estephan, senior investment advisor at Diligence Wealth Management of Manulife Securities — one of the teams recognized. “Whether through face-to-face meetings, phone calls, emails, or digital platforms, we ...
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 · Updated: November 21, 2023. When you read the news, it’s easy to see that today’s economic climate is uncertain. That’s why when it comes to investing, it’s wise to consider investments that can help preserve your capital while minimizing the risk of significant losses.
Investments - Wealth Professional
Nov 20, 2024 · Canadian $4.9 billion real estate fund pauses payments to investors. Costs have risen for the industry and maintaining liquidity is key. Nov 22, 2024 Alternative Investments.