Wealth Professional Canada

Chief investment strategist says fundamentals are starting to matter again and ingredients are there for a full-blown correction

Congratulations to Nicola Wealths Karen Ikeda, Sophia Ito, Brent Thomson, Howard Kwan, and Jason Nicola for being recognized as this years Top Advisors! #WPCTop50Advisors. Learn more: https://hubs.ly/H0ww92x0

Mackenzie Investments, a subsidiary of IGM Financial, Great-West Lifeco Inc. and Northleaf Capital Partners Ltd have joined forces to enhance the private markets product capabilities across IGMs and Lifecos distribution channels.

Tangible alternative investments have outperformed the public markets over the last 5 years. What are the key takeaways and how can investment advisors get their clients appropriate exposure to this burgeoning asset class? Join #WPAdvisorConnect to hear from Proof Capital Inc. President and CEO Jeremy Kaliel and Chief Investment Officer Cameron Reid. Register today: https://hubs.ly/H0wx7tF0

Every advisor knows communication with clients is the lifeblood of their practice. But one expert believes only the elite understand that feedback is critical to their success.

Congratulations to Chad Larson of MLD Wealth Management on being named as a Top Advisor! #WPCTop50Advisors. Learn more: https://hubs.ly/H0wrFs20

Congratulations to the finalists of the 2020 Wealth Professional Awards! #WPAwardsCA Learn more: https://wpawards.ca/

CI Financial (CI) has announced its completed acquisition of Balasa Dinverno Foltz LLC (BDF), an Itasca, Illinois-based private wealth firm with US$4.5 billion in assets as of August 31.

Upcoming WP Advisor Connect event will cover the evolution of alts and one speaker explains why thats a crucial story to know

Growing pressure and competition among institutions will ultimately force open the economy, according to a chief economist.

Repacked and recharged for the new normal, the Wealth Professional Awards 2020 is ready to host the virtual celebration of the year. #WPAwardsCA

Capital International Asset Management, a subsidiary of Capital Group, has unveiled a new solution to address the unique lifestyle needs of investors approaching or in retirement.

As the COVID-19 pandemic effectively restricted many forms of in-person business, financial-service institutions found themselves relying more on digital platforms and remote-work arrangements to ensure their continuing ability to meet customers needs.

Portfolio managers share the bleeding-edge investment approach developed at their small shop, now made available to mass market by TD Asset Management

Guardian Capital has set it sights on becoming a market leader in retirement solutions after announcing an exclusive partnership with renowned expert Moshe A. Milevsky.

A new estate settlement and inheritance platform is coming to Canada on a mission to democratize access to tools traditionally enjoyed by only the high-net-worth.

Evolve ETFs has introduced a new ETF that aims to invest in companies expected to lead in sectors that are poised for future growth.

Among the many waves ripping across the U.S. investment market this year, one has the makings of a decade-defining movement: the rise of special-purpose acquisition companies (SPACs).

Certain registered representatives with Mandeville now have the opportunity to expand their business footprint south of the border, thanks to the formation of a new subsidiary company.

North Cove Advisors Inc. President Ben Rabidoux will be at #WPAdvisorConnect to discuss how you can use alternative investments without making rookie mistakes. Register today! https://hubs.ly/H0wgG490

The Fed has done a spectacularly job at saving the U.S. economy while a Joe Biden election win will not harm the market as much as many think, according to an investment firm chairman.

Firms founder on liquidity cascades, central bank policy and huge hedging pressures

This year has produced an exceptional focus on how things can and should be done differently.

The uncertainty of the pandemic dominates concerns of global investors but they are willing to take the risk of greater exposure to emerging markets (EMs).

The COVID-19 outbreak has forced drastic and radical change upon companies and industries across Canada, including a much wider adoption of work-from-home practices.

Western investors have been urged to recognise that the opportunities around the digital revolution extend far beyond their own borders, according to a portfolio manager.

The Canadian advisor industry is on the cusp of transformation, according to the CEO of Purpose Advisor Solutions (PAS), which today completed its merger with Wealthsimple for Advisors (W4A).

Advocacy group comments on investor protection, updating enforcement powers, and improving SRO regulatory structure

Top advisor previews some of the insights hell share at upcoming advisor connect event

A fintech CEO behind an app for investors is hoping to appear on hit CBC show Dragons Den after his pitch was filed in the famous entrepreneurs layer.

Real estate is often tarred with the same brush but firm says its expertise in private apartment space gives it an edge

The remaining months of 2020 have some big questions to be answered: what will the trajectory of the virus be as winter bites in the Northern hemisphere? And who will be in the White House in 2021?

With a major test from the pandemic now under the belts of private credit managers, the case for private lending is more powerful today than ever before. Join #WPAdvisorConnect to hear more from Next Edge Capital Managing Director Rob Anton. Register now: https://hubs.ly/H0v-fvg0

The link between finances and mental health is one that has been established time and time again and the state of Canadians in the wake of the COVID-19 pandemic has only added to the mountain of evidence.

Past winner and nominee speaks to the value of event for portfolio management in the age of index investing. #WPAwardsCA

Investors saving for retirement will have to shift their long-term thinking because of a low-yield environment that could last until well after 2023.

Centurion Asset Management Inc. Founder and CEO Greg Romundt on being the social media sponsor of the Wealth Professional Awards 2020. #WPAwardsCA Register now: https://hubs.ly/H0vYKPb0