Most Canadians are not familiar with many of the key components needed for a comprehensive estate plan, finds IG Wealth Management.

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#estateplanning #financialplanning #financialliteracy #financialadvisor

CIRO and the Canadian Anti-Fraud Centre (CAFC) are alerting Canadians to the rising threat of sophisticated scams, particularly those involving prolonged online communication.

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#cybersecurity #fraudprevention #investment

Fitch Ratings Inc. a has announced it has downgraded its outlook on TD Bank Group to negative from stable because of potential fallout from anti-money laundering deficiencies at the bank.

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#financenews #bankingandfinance

Wealth Professional has unveiled its highly anticipated annual 5-Star Advisors list for Ontario!

Check out who made the list 👉hubs.la/Q02y--n60

#wealthmanagement #financialadvisor

OpenAI CEO Sam Altman joins The Giving Pledge, donating over half his fortune: 'There is nothing we can do except feel immense gratitude and commit to pay it forward and do what we can to build the scaffolding up a little higher.”

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#Philanthropy #TechFirms

Explore Avenue Living's innovative integrated communications strategy! From interactive annual reports to peer-reviewed research and technical conferences, Avenue Living is connecting with stakeholders like never before.

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HelloSafe survey reveals stock market as top investment choice for Canadians, with 46.3% favoring it. Cryptocurrency favored by 9.26%, especially among younger age groups.

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#investment #alternativeinvestment #wealthmanagement

Exploring the global hunt for value with Manulife Investment Management Global Equity Class. Portfolio manager Manar Hassan-Agha reveals Mawer Investment Management's strategy, spanning from São Paulo to Paris, in search of robust investment opportunities.

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#Leadership Update: Richardson Wealth Limited (Richardson Wealth) has appointed Derek Perritt as vice president, Wealth Planning and Solutions, within its Wealth Strategies group.

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#wealthmanagement #finance

Embrace digital empowerment with Qtrade! Learn from Darren Dalchand how advisors enhance client relationships and practice efficiency.

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#Qtrade #FinancialServices #DigitalEmpowerment #Finance #FinancialAdvisory

Deputy Prime Minister Chrystia Freeland hints at potential rate cut as inflation hits 3-year low, emphasizes Bank's independence but acknowledges declining inflation's impact on Canadians.

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#economicoutlook #interestrates

The SEC has approved ether ETFs, following bitcoin ETFs earlier this year. Greg Taylor, CIO at Purpose Investments, discusses the potential price impact and investor interest.

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#Investment #Cryptocurrency

Keeping excess cash idle can hinder financial growth. Discover how advisors can guide clients back into the market and avoid the pitfalls of sidelined cash with strategies from Canada Life.

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Best Financial Advisors in Ontario | 5-Star Advisors
Ontario’s leading advisors are recognized for their commitment and dedication in delivering outstanding service to their clients.
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Marc-André Lewis from CI Global Asset Management discusses the nuances of managing liquidity in these less liquid assets, emphasizing their suitability for medium to long-term horizons.

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The Canadian Securities Administrators (CSA) has announced that rule amendments supporting a shorter settlement cycle for equity and long-term debt market trades have come into force in Canada.

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#stocktrading #investment #finance

A big congratulations to the Excellence Awardees of 🌟The Desjardins Award for Rising Star Advisor of the Year🌟 at the 2024 Wealth Professional Awards! Best of luck!

Learn more: hubs.la/Q02ykJBk0

#WPAwardsCA #FinancialAdvisor

While pensions pivot away from office assets, Dean Orrico, Middlefield's President, sees promise in retail, multifamily, and industrial real estate.

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#investment #alternativeinvestment

#WPTV : Paul Kornfeld of SIACharts explains what his platform has done to help advisors navigate a tough environment, what he’s doing to build out capacity now, and why his firm was named one of WP’s Top 25 Wealth Tech Providers.

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#wealthtech #finance

Yves L. Giroux, VP of Multi Network Business Development, credits their commitment to member and client satisfaction, unique product offerings, and advisor education for this achievement.

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