Wealth Professional Canada Magazine

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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

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

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

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

#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

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

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

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

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