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
13 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 ...
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 …
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.
Top 50 Advisors 2020 - Wealth Professional
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 make the final list, WP considers multiple factors, including overall AUM, AUM growth, number of clients and client growth.
5-star wealth advisory firms revealed | Wealth Professional
Jun 19, 2024 · Wealth Professional has just unveiled its 2024 5-Star Wealth Management Firms list.. The list recognizes all the work wealth management firms do to advance the industry and ensure that advisors can provide the highest level of quality service to their clients.
About Us - Wealth Professional
About Wealth Professional Canada. Wealth Professional is a free online information resource for all Canadian advice and planning professionals. It focuses on providing the latest industry news, opinion and analysis, in print and multimedia formats.
Best in Wealth 2023
Jump to winners | View PDF. Celebrating the outstanding organizations and professionals in the wealth industry in Canada and the US. All throughout 2023, Key Media’s 30-strong Intelligence Unit researched and produced a series of Special Reports, each showcasing the top-performing wealth professionals and companies across a number of important professional categories.