Wealth Professional Canada Magazine

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

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

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

The Canadian Investment Regulatory Organization (CIRO) imposed penalties on Desjardins Securities Inc. after supervisory failures regarding two representatives. https://hubs.la/Q030nypz0

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

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

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

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

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

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