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 ...
Top 50 Advisors 2023 | Wealth Professional
Top 50 Advisors 2023. Assets under management, number of clients, and years in industry as of September 30, 2022
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 ...
The Best Wealth Management Firms and Teams in Canada
Putting clients first. Wealth Professional celebrates the best wealth management firms with the ability to grow and retain clients. 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.
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 Female Financial Advisors in Canada - Wealth Professional
Jump to winners | Jump to methodology. This year’s trailblazers. Wealth Professional Canada recognizes the Top 50 Leading Women in Wealth who have excelled and delivered for their clients over the past 12 months.. Not only are they accomplished top financial advisors, but are contributing to the industry as mentors and community …
Top 50 Advisors 2020 - Wealth Professional
Jan 28, 2020 · Reg Jackson, National Bank Financial. 3. Rob McClelland, Assante Capital Management. 2. Todd Degelman, Wellington-Altus Private Wealth. 1. Faisal Karmali, CIBC Wood Gundy. Discover who made the cut in Wealth Professional’s annual ranking of the 50 best advisors in the country.
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 ...
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 ...