Canadian Investment News | Wealth Professional
WEBThe latest Canadian investment news for financial advisors, planners, and portfolio managers. Read interviews with wealth professionals from across Canada.
Top 10 Performing Mutual Funds in Canada to Look at Now
WEBOct 26, 2023 · Learn about the best-performing mutual funds in Canada for 2023, based on their 10-year annual returns and fees. Compare different types of funds, such as Canadian dividend, global equity, emerging markets, and life science and technology.
Best Wealth Management Firms in Canada | 5-Star Brokerages 2023
WEBFind out which firms are leading the way in wealth management in Canada, based on innovation, technology, compliance, and client service. Learn about their growth strategies, challenges, and achievements in this comprehensive report.
Top 50 Advisors 2023 | Wealth Professional
WEBMeet the top wealth management advisors in Canada who excelled in challenging times and delivered peace of mind and sage advice to their clients. Learn about their methods, approaches, and technologies to navigate the market volatility and …
The Best Wealth Management Firms and Teams in Canada
WEBOntario 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 ...
Investments - Wealth Professional
WEBOct 3, 2024 · Sun Life and MFS strengthen 42-year wealth management partnership MFS focuses on long-term investing to counter inflation's impact, supporting Sun Life's client growth
Top 50 Advisors 2022 - Wealth Professional
WEBSee the list of the best financial advisors in Canada based on their AUM, growth and certifications. The Top 50 Advisors for 2022 managed nearly $30 billion in assets and represent seven provinces.
Top 50 Advisors 2021 - Wealth Professional
WEBJan 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 and Top Teams 2021 | Wealth Professional
WEBFind out the best financial advisors and teams in Canada, divided into four regions: Western Canada, Ontario, Quebec and Eastern Canada. See how they scored on communication, portfolio performance, product knowledge, client …
5-Star Brokerages 2022 - Wealth Professional
WEBMethodology. To find the 5-Star Brokerages of 2022, 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.