The latest Canadian investment news for financial advisors, planners, and portfolio managers. Read interviews with wealth professionals from across Canada.

15 小时之前 · Managing any portfolio means balancing risk and opportunity, especially when markets are volatile. And for a major Canadian pension plan, they have judged it right.. Healthcare of Ontario Pension Plan (HOOPP) has announced today that it achieved a 9.7% return for 2024, boosting the net assets it manages for almost half a million healthcare professionals to $123 billion at the end of last year.

1 天前 · Spare a thought for the generation that came of age during and after the great financial crisis. Those millennials have stared down the barrel of a succession of ‘once in a generation’ economic events. The GFC kicked things off, followed …

2 天之前 · As per LSEG Data & Analytics, financial markets were largely tilted toward a quarter-point cut. According to Andrew Grantham, senior economist at CIBC Capital Markets, February’s weak hiring data, combined with concerns over the economic impact of trade uncertainty, should push the Bank of Canada toward another rate cut.. However, economists at RBC believe it will be a close call, with ...

1 天前 · Wealth Professional’s search for 5-Star Advisory Teams in Canada is still open.. Earning a spot in this showcase highlights your team’s excellence and leadership in the financial services industry. If you’re part of an outstanding advisory team, complete the …

2023年10月26日 · The Top 10 mutual funds in Canada in 2023 1. CI Canadian Dividend Funds Series F. 10-year annual return: 10.41% Index 10-year annual return: 7.61% This mutual fund is invested in both US and Canadian equities, with an 80% allocation of the fund in local stocks.

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 ...

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.

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.

6 天之前 · Wealth Professional is committed to delivering finance industry news and analysis for money management and financial planning professionals in Canada.