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Wealth Professional Canada Magazine
Financial Services
Toronto, Ontario 13,585 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
Employees at Wealth Professional Canada Magazine
Updates
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Best known for their flagship portfolio management application, Harmony, Infinite Investment Systems has been recognized as one of the Top Wealth Tech Providers by WP! Built as an ‘independent book of record’, you can confidently rely on your data in Harmony whether you are utilizing new dashboard functionality, rebalancing accounts or providing your clients customizable reports. With two decades of innovation, Infinite Investment Systems continues to lead the industry, marking a milestone of excellence. Learn more about Infinite Investment Systems here: https://hubs.la/Q02NmSX_0 #WealthTech #FinTech #FinancialPlanning
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Explore how specializing with a Chartered Life Underwriter (CLU) Designation can enhance your expertise and open new opportunities! Get all the details on the requirements, time commitment, and benefits in our latest guide: https://hubs.la/Q02Nzm8G0
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Statistics Canada reported a 0.5% increase in Canada's real GDP for Q2 2024, driven by higher government spending, business investment, and household service expenditures. Read more: https://hubs.la/Q02NzwJS0
Canada's Q2 growth steady despite June's mixed sector performance
wealthprofessional.ca
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Wellington-Altus is focused on growth, whether through organic expansion or strategic acquisitions like their recent purchase of Wickham Investment Counsel. CEO Shaun Hauser emphasized that growth aligns with the firm’s commitment to supporting advisors and clients while maintaining independence. Read more: https://hubs.la/Q02NxVHF0
Wellington-Altus CEO on recent growth, endgame plans
wealthprofessional.ca
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#WPAwardsCA: Greg Romundt's visionary leadership has transformed Centurion Asset Management Inc. into a leading award-winning alternative asset manager. He has been instrumental in Centurion’s mission to enhance housing availability in Canada. His focus on strategic equity investments and support for property developers contributes to building new apartment structures and addressing Canada’s housing shortage. Under his leadership, Centurion’s workforce engagement score reached 4.7/5 in 2023, surpassing the industry benchmark. Read more here: https://hubs.la/Q02MWxJ90
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As we navigate through fluctuating economic cycles, private real estate is proving to be a stable alternative investment. Geoff Lang, SVP of Business Development at Equiton Inc, highlights the benefits of investing in Canadian multi-residential apartments, especially with recent rate cuts. Explore how reallocating capital towards such alternatives can enhance stability and growth potential. https://hubs.la/Q02Nkttx0 #PrivateRealEstate #AlternativeInvestments #Equiton #GeoffLang #InvestmentStrategy
Embracing stability with income-producing alternative investments
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Ross Healy of Strategic Analysis Corporation has expressed a positive outlook for Canada's six largest banks following their latest earnings reports. Read more: https://hubs.la/Q02NmDfR0
Big six banks deliver mixed Q3 results; expert predicts positive outlook for sector
wealthprofessional.ca
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Erik Wachman from WWH Financial Group at CI Assante Wealth Management highlights the importance of addressing tough topics in financial planning, such as death, illness, and long-term care. Read more: https://hubs.la/Q02NmPJx0
The art of 'heavy' conversations as an advisor
wealthprofessional.ca
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Global X Canada unveils its suite of ETFs designed for optimal exposure to leading equity indices. Whether you're looking for benchmark tracking, amplified returns with 1.25x leverage, or enhanced income through covered call overlays, Global X’s Equity Essentials have you covered. Explore the benefits and strategic advantages of these ETFs and discover how they can fit into your investment portfolio! https://hubs.la/Q02NjYMd0 #GlobalX #EquityEssentials #Investing #ETFs #MarketPotential
Investing in major market potential with Global X’s equity essentials