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Wealth Professional Canada

@WealthProCA

Wealth Professional is Canada's leading independent publication dedicated to financial planners and advice professionals.

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linkhttps://www.wealthprofessional.ca calendar_today12-06-2013 14:21:09

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The 2024 Wealth Professional Awards is in joint forces with Trez Capital in recognizing the next Multi-office Advisor Network/Brokerage of the Year.

See the full list here: hubs.la/Q02tBgcs0

The 2024 Wealth Professional Awards is in joint forces with @trezcapital in recognizing the next Multi-office Advisor Network/Brokerage of the Year. See the full list here: hubs.la/Q02tBgcs0 #WPAwardsCA #WealthManagement #WealthProfessionals #FinancialAdvisor
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Desjardins Investments Inc. (DI), serving as the manager for Desjardins Exchange Traded Funds (ETFs), has announced the launch of four new index exchange-traded funds.

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management

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Explore Chinese equities with ILIM and Canada Life's combined expertise!

Gain insights from Darragh O’Dowd, Head of Multi-Asset solutions at ILIM, as he navigates the nuances of the Chinese market, offering strategic guidance for long-term growth.

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CWB Financial Group has been named one of Canada's Most Admired Corporate Cultures by Waterstone Human Capital for the fourth time.

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Toronto-Dominion Bank is currently navigating challenges, with investors and executives eagerly seeking clarity regarding potential US penalties and the future leadership of the company.

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Designed Wealth Management partners with Wolfond Financial, bringing $800 million in assets! 💼 Discover how this strategic alliance is tapping into underserved markets and reshaping wealth solutions across diverse communities.

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We are thrilled to announce Sun Life Global Inv. as our partner in recognizing the next Advisor of the Year (Responsible Investments) at the 2024 Wealth Professional Awards!

Learn more: hubs.la/Q02sR-NS0

We are thrilled to announce @SLGI_Canada as our partner in recognizing the next Advisor of the Year (Responsible Investments) at the 2024 Wealth Professional Awards! Learn more: hubs.la/Q02sR-NS0 #WPAwardsCA #WealthManagement #FinancialAdvisor
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Geoff Rush of KPMG notes the seamless integration of additional responsibilities for banks under the FCAC's oversight, anticipating an expedited implementation of open banking.

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Wealth Professional’s 5-Star Advisory Teams 2024 is still open for entries! We invite you to participate before the deadline on Friday, April 19.

Learn more: hubs.la/Q02tmSs_0

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Mark Zandi, chief economist at Moody's Analytics, believes that the Federal Reserve is strategically positioned with the economy but is now honing in on inflation metrics.

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The federal budget's $52.9 billion in new spending, partially funded by an increase in the capital gains tax inclusion rate, has sparked concerns among advisors and clients.

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The 2024 Wealth Professional Award is in proud partnership with IFSE Institute
in recognizing the next Financial Literacy Champion.

Check the full list of Excellence Awardees here: hubs.la/Q02sRXvg0

The 2024 Wealth Professional Award is in proud partnership with @IFSEInstitute in recognizing the next Financial Literacy Champion. Check the full list of Excellence Awardees here: hubs.la/Q02sRXvg0 #WPAwardsCA #WealthManagement #FinancialLiteracy #FinancialAdvisor
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Under Marc-André Lewis's leadership, CI Global Asset Management (GAM) has transitioned to a diversified and unified asset management platform, responding to evolving credit conditions.

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Federal Reserve Chair Jerome Powell indicated on Tuesday that the US economy remains robust but has not achieved its inflation target, suggesting that interest rate cuts are unlikely in the near future.

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Following Statistics Canada's report of a 2.9% increase in annual inflation for March, discussions about a potential interest rate cut in June have intensified.

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Finance Minister Chrystia Freeland introduced the 2024 budget, projecting $21.9bn in revenue over five years to fund initiatives such as housing supply enhancement and entrepreneur support.

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Adam Elliott, iAPW's Senior VP, emphasizes a seamless transition for clients and the shift from corporate to independent model for advisors.

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Uncover the resilience of Canada's warehousing sector amidst real estate challenges. CanFirst's Mark Braun discusses the e-commerce surge and population growth fueling industrial demand.

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