The latest Canadian investment news for financial advisors, planners, and portfolio managers. Read interviews with wealth professionals from across Canada.

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 …

1 day ago · While high-beta strategies like S&P 500 index ETFs are always going to be a mainstay of the ETF industry, Rai notes in his outlook that this year we may see a shift in …

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 …

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 …

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 …

Jan 28, 2020 · To compile the Top 50 Advisors list, Wealth Professional solicits nominations and submissions from advisors, industry professionals and investors. To determine which advisors …

What matters most to Canadians when it comes to their finances is receiving personalized attention and having their wishes listened to. Wealth Professional celebrates Ontario’s best …

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 …

Jan 13, 2025 · How can advisors, firms protect against fraud in their alts allocations? Leaders from Nicola Wealth explain how they vet products and balance portfolios to ensure their clients …