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.
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.
Top 50 Advisors 2023 | Wealth Professional
Top 50 Advisors 2023. Assets under management, number of clients, and years in industry as of September 30, 2022
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 ...
Top 50 Advisors 2022 - Wealth Professional
Jump to winners | Jump to methodology | View PDF. Wealth Professional’s Top 50 Advisors for 2022 managed nearly $30 billion in assets last year – a healthy jump from the $18.5 billion in AUM across the 2021 Top 50.The honourees on the ninth annual list represent seven provinces, although nearly two-fifths hail from BC and 30% work in Ontario.
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.
Top 50 Advisors 2021 - Wealth Professional
Jan 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 ...
Canadian wealth wrapped: celebrating the Best in Wealth for 2023
Dec 11, 2023 · To recognize those achievers, leaders, movers and shakers, Wealth Professional is proud to unveil the Best in Wealth 2023 report.. The report offers a definitive look at the top-performing financial advisors, advisory teams, brokerage firms, veterans and rising stars of the Canadian wealth space this year.
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.
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.