The 2025 Wealth Professional Awards are your chance to highlight outstanding achievements in wealth management. Nominate a deserving firm, leader, or rising star today! Nominate here: https://hubs.la/Q02ZzW8z0 #WPAwardsCA #FinanceCareer #FinancialAdvisor #WealthManagement
Wealth Professional Canada Magazine
Financial Services
Toronto, Ontario 14,329 followers
Wealth Professional is Canada's leading independent publication dedicated to financial planners and advice professionals
About us
Wealth Professional is Canada's leading independent publication for financial planning and advice professionals
- Website
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https://www.wealthprofessional.ca/
External link for Wealth Professional Canada Magazine
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
Locations
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Primary
312 Adelaide Street West
Ste. 800
Toronto, Ontario M5V 1R2, CA
Updates
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Client success, strategic excellence, and innovation — the hallmarks of an outstanding portfolio manager. Nominate a deserving leader for The Avenue Living Award for Portfolio/Discretionary Manager of the Year at the 2025 Wealth Professional Awards! https://hubs.la/Q02_YxRX0 #WPAwardsCA
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Corporate class mutual funds are still a smart tax play for your clients’ portfolios, even after the elimination of tax-deferred fund switching. Manulife’s John Natale explains how these funds continue to offer tax advantages, such as pooling expenses and capital losses across multiple funds, and avoiding the distribution of high-tax-income sources like interest and foreign dividends. Advisors, revisit this strategy to enhance your clients’ tax efficiency and provide tailored solutions that preserve more of their earnings. https://hubs.la/Q030lz_B0 #CorporateClassFunds #TaxEfficiency #Manulife #InvestmentStrategy #WealthManagement #FinancialPlanning
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The Canadian Investment Regulatory Organization (CIRO) imposed penalties on Desjardins Securities Inc. after supervisory failures regarding two representatives. https://hubs.la/Q030nypz0
CIRO orders over $800k penalty for major investment firm over supervisory failures
wealthprofessional.ca
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Nasdaq-100 ETFs are becoming a go-to for advisors seeking mega-cap growth with a focus on technology and innovation. Learn how BMO’s ETF options can provide distinct exposure for Canadian portfolios. Explore the benefits of currency-hedged and unhedged options for tailored investment strategies. https://hubs.la/Q030lB1n0 #Nasdaq100 #ETFs #InvestmentStrategy #CanadianInvestors
What you need to know about investing in the Nasdaq-100
wealthprofessional.ca
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Skyler Soper of IG Wealth Management emphasizes how generative AI tools, like automated note-takers and will-building platforms, can help financial advisors provide more holistic services. https://hubs.la/Q030nDkb0
Can AI note takers and estate planners help advisors deliver?
wealthprofessional.ca
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As real estate activity surges, now is an opportune time for advisors to explore its unmatched potential. Geoff Lang, SVP of Business Development at Equiton, highlights how real estate can offer stability, growth, and income for diverse client goals. Discover why it’s a smart, sustainable addition to portfolios. https://hubs.la/Q030lvG-0 #RealEstateInvesting #WealthManagement #Equiton #ClientSuccess
'An opportune time': Setting clients up for success amid a real estate resurgence
wealthprofessional.ca
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Winning means celebrating collective success. Shaun Hauser of Wellington-Altus reflected on what it took to win at the 2024 Wealth Professional Awards. Make sure your team’s hard work is recognized—send in your nominations today! Nominate here: https://hubs.la/Q02_YgKg0 #WPAwardsCA
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The Canadian Investment Regulatory Organization (CIRO) sanctioned a former managing director for disclosing confidential block trade details to hedge fund clients, leading to potential profits from short sales. https://hubs.la/Q030k1zy0
CIRO penalizes representative for improper disclosure to hedge funds
wealthprofessional.ca
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With the US and Canada facing widening economic differences, Shiraz Ahmed of Sartorial Wealth shares insights on the potential impact of tariffs and the weakening Canadian dollar. https://hubs.la/Q030j_LD0
How can advisors manage the widening gap between the US and Canadian economies?
wealthprofessional.ca