WP Talk

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: More than half of Canadian investors already hold sustainable investments or are planning to do so in the next few years Mackenzie Investments reveals; trust in financial services is at a record high; and younger Canadians most concerned about finances says TD Wealth.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadians cut back on their holdings of foreign securities in February says Statistics Canada; Canadian investors and advisors have increased their general bullish sentiment, particularly towards commodities; and The world’s largest asset managers are failing to put pressure on foss...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadian house prices continue their juggernaut-like momentum and may not react to new government policies until next year according to Royal LePage; Rate hikes are beginning to bite for more than half of Canadians, the MNP Debt Index reveals.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Academics identify link between crypto investors and 'dark' personality types such as narcissism and sadism; and is the 60/40 model dead?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: The Bank of Canada wasn’t the only central bank to hike interest rates this week and it’s prompted a rally for global bond markets; Global real estate funds have taken a pause for breath at the start of 2022 after the record-breaking end to 2021; and BlackRock aims to launch its fir...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Statistics Canada says that almost one third of all Canadian residential properties are owned by multiple-property owners; Starlight Investments Capital has agreed to buy Stone Investment Group; and BofA poll of fund managers reveals gloomy outlook.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canada is seen as a good bet for foreign direct investment (FDI) in the next few years by global business leaders; fund fees have declined in most nations around the world; and Tight household budgets means more Canadians are turning to gig economy side hustles to make ends meet.

Interest rates are rising – but is this good or bad for investors? The knee-jerk reaction is that this is a terrible thing, but the reality is it’s not that clear-cut. Corrado Russo, Managing Partner and Head of Global Securities at Hazelview Investments, dives into how the changing interest-rate landscape is affecting portfolios. Unsurprisingly, given his firm’s focus, Russo has a clear opinion o...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadian employers take action on pay fairness; Impact investing gets a new comparison benchmarking tool; and is Elon Musk weighing a Twitter takeover?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadians are tired of barrage of fraud attempts; and crypto adoption continues among Canadian institutional investors.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadian wealth generation remains an uneven playing field according to Statistics Canada data; Canada’s entrepreneurs have been forced to draw on every bit of their business acumen so far this decade, but how are they shaping up? Plus Younger Canadians are more likely than any othe...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: SEI Canada's director of solutions shares investing insights; Canadians are giving up on homeownership dream; a Canadian passport is one of the best you can have for access to other countries.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadian ETFs saw strong inflows in March with domestic equities and bonds leading the way; Canadians are ready to spend despite rising rates; and homeownership on hold for many Canadians says Scotiabank.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: The financial services industry has a huge opportunity by working with big tech and others outside the industry; Canada's SMEs are more optimistic than a month ago despite price rises; and why couples get an unexpected benefit from pooling finances.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: What do Canadians want from the federal budget? and Canada's banks have improved service through technology, survey finds.

Travis Forman is the first to admit he has a restless streak – but it’s meant his career as a wealth manager has thrived. The Harbourfront Wealth Management advisor wears two hats. Not only does he run a successful practice, he’s been instrumental in architecting and managing the Rockridge Private Debt Pool and Forsyth Private Real Estate Portfolios for Willoughby Asset Management. In the podcast,...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Goldman Sachs says the US equities rally could be coming to an end; Canada's recreational home prices set for further gains; and CFIB urges focus on small businesses for federal budget.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: $600m stolen in crypto heist; Canadians say this year is a 'wildcard' for tax filing; Deloitte CFOs poll reveals weaker sentiment.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadian insolvencies were up 13% in February compared to the previous month; and Women entrepreneurs remain optimistic and have continued to exhibit great resilience and innovation in the face of unprecedented challenges.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Joe Biden’s budget is out today; The Atlantic provinces appear less competitive to higher earners according to a new analysis from the Fraser Institute; and low-income Canadians are taking on risky loans.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Inflation continues to mean tough choices for millions of Canadian families; Canada is among the world-leaders for hedge funds; and Ontario appoints first dedicated CEO for the OSC.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: FSRA has taken a Canada-leading step in investor protection with the approval of the Financial Professionals Title Protection Rule in the province; and Mogo launches venture division to manage its investments.

It’s been a busy time for Forstrong Global Asset Management. As a macro investor, its team has been intensely analyzing the impact of Russia’s war on Ukraine, while on a business level the firm recently closed the acquisition of Shaunessy Investment Counsel. After the deal was announced, Tyler Mordy agreed to speak to WP, providing insight into why he believes the acquisition will benefit advisor...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Global fixed income has posted its worst drawdown ever according to the Bloomberg Global Aggregate Index; global investment in private capital markets is set for continued strength in the next 12 months; and how to get your team featured in WP's 5-Star Advisory Teams showcase.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Top 3 countries for privately-held wealth revealed; and Thinking Capital has a new name and shares some insights about Canada's small businesses.