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.
Entries are now open for Canada's 5-Star Advisors 2025
20 hours ago · Wealth Professional Canada opens nominations for the 2025 5-Star Advisors.. If you know a financial advisor who is worth recognizing for their advice and expertise, nominate them via this online form before Friday, January 31.. A place on this prestigious list is an industry-wide recognition and a testament to your professional standing as one of the best in the Canadian financial services space.
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.
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 ...
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 …
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 …
Wealth Professional announces Top 40 under 40 Rising Stars for …
Oct 30, 2024 · Wealth Professional's Top 40 Under 40 Rising Stars of 2024 showcases exceptional young talent who are reshaping wealth management in Canada. With a combination of technical expertise, client-centred service, and a passion for innovation, these professionals stand out in an increasingly competitive field. Gillian Kunza has set herself apart as a leader and achiever in wealth management.
The Best Financial Advisors and Professionals
Jump to winners | Jump to methodology. More than a job. The number of financial advisors across Canada is on a steep upward trajectory that began back in 2018. Data shows the number in 2024 stands at 28,250, an increase of 7.1 percent on the previous year, which itself was a rise of 8.3 percent compared to 2022’s figure. The total is predicted to be 34,420 advisors by 2030.
Financial News, Opinion & Analysis | Wealth Professional
3 days ago · Wealth Professional is committed to delivering finance industry news and analysis for money management and financial planning professionals in Canada.
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.