Wealth Professionaltag:wealthprofessional.ca,2019:/rss2024-03-19T11:34:03ZWealth Professionaltag:wealthprofessional.ca,2024-03-19:/investments/fixed-income/tax-reform-could-eliminate-middle-income-rates-altogether-says-report/384656Tax reform could eliminate middle income rates altogether, says report2024-03-19T11:34:03Z<p>Fraser Institute says that a two-rate system would fuel economic growth</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0382_638464448365980337.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-19:/news/industry-news/business-owners-are-facing-a-perfect-storm-says-equifax-canada/384655Business owners are facing a 'perfect storm' says Equifax Canada2024-03-19T11:29:19Z<p>CEBA loan repayments are one of several factors challenging businesses</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0382_638464445536528358.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-18:/news/industry-news/rekindling-connections/384633Rekindling connections2024-03-18T17:25:25Z<p>Advocis Toronto's latest event spotlights the essential role of personal networking, mentorship, and gender parity in shaping the future of financial advising</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0379_638463795143970426.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-18:/investments/socially-responsible-investing/can-retail-clients-be-impact-investors/384619Can retail clients be impact investors?2024-03-18T13:40:08Z<p>Head of impact equities explains strategy behind impact fund and why it differs from traditional ESG strategies</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0422_638463660025352767.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-18:/investments/alternative-investments/clients-asking-more-about-gold-as-yellow-metal-moves-higher/384618Clients asking more about gold as yellow metal moves higher2024-03-18T13:34:58Z<p>Advisors say the stealthy advance in gold is starting to attract more attention from clients</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0422_638463656754685882.png" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-18:/investments/alternative-investments/gold-and-uranium-prices-surge-amid-market-shifts/384617Gold and uranium prices surge amid market shifts2024-03-18T13:27:41Z<p>Economic data and geopolitical tensions drive gold and uranium to new highs, revealing investment opportunities</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0422_638463652553753887.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-18:/investments/fixed-income/canada-welcomes-165-billion-net-inflow-from-securities-in-january/384616Canada welcomes $16.5 billion net inflow from securities in January2024-03-18T13:24:41Z<p>Foreign investments drive shift, with a focus on government debt</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0422_638463650765872141.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-18:/investments/socially-responsible-investing/genus-capital-management-unveils-new-biodiversity-investment-screen/384615Genus Capital Management unveils new biodiversity investment screen2024-03-18T13:21:57Z<p>Screen prioritizes conservation of natural capital</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0422_638463649131535148.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-18:/investments/alternative-investments/canadas-housing-starts-jump-14-in-february/384614Canada's housing starts jump 14% in February2024-03-18T13:17:56Z<p>Multi-unit projects drive a significant uptick in construction activity</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0422_638463646700843187.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-18:/investments/etfs/rbc-gam-updates-etf-names-and-risk-rating/384613RBC GAM updates ETF names and risk rating2024-03-18T13:12:33Z<p>RBC updates ETF names for a Canadian focus and raises the risk rating of its Bank Yield Index ETF</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0422_638463643498066741.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-18:/investments/etfs/canadians-significantly-reduced-foreign-equities-at-the-start-of-the-year/384612Canadians significantly reduced foreign equities at the start of the year2024-03-18T11:56:15Z<p>Statistics Canada data shows a rise in foreign investment in Canadian securities</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0382_638463597702581596.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-18:/investments/socially-responsible-investing/would-investors-trust-sustainability-more-if-the-data-was-better/384611Would investors trust sustainability more if the data was better?2024-03-18T11:54:38Z<p>Deloitte study reveals challenge for public companies</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0382_638463596719869213.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-18:/news/industry-news/the-case-for-staying-the-course-with-chinese-equities/384592The case for staying the course with Chinese equities2024-03-18T04:00:00Z<p>ILIM maintains "a lot of the bad news is already reflected in valuations," a continued GDP growth premium expected</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0422_638461280909124299.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-15:/investments/etfs/inside-bmos-new-gold-bullion-etfs/384582Inside BMO's new gold bullion ETFs2024-03-15T13:30:07Z<p>Portfolio manager explains why BMO GAM recently launched these gold bullion products, what's driving gold prices now, and the role these could play in portfolios</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0422_638461062010062556.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-15:/news/industry-news/deficit-concerns-loom-as-canada-faces-fiscal-shortfall/384581Deficit concerns loom as Canada faces fiscal shortfall2024-03-15T13:25:34Z<p>Desjardins warns Canada's deficit may hit $47bn without cuts or new revenue</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0422_638461059308204526.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-15:/news/industry-news/canada-sees-dip-in-charitable-giving-in-2022/384580Canada sees dip in charitable giving in 20222024-03-15T13:22:21Z<p>Charitable donations decline as fewer Canadians donate, despite shifts towards mid-sized contributions</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0422_638461057378831776.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-15:/investments/socially-responsible-investing/scotiabank-unveils-2023-esg-and-climate-reports/384579Scotiabank unveils 2023 ESG and climate reports2024-03-15T13:17:24Z<p>The bank details progress in sustainability and climate action, highlighting investments and achievements</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0422_638461054381366692.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-15:/investments/life-and-health-insurance/cisro-names-new-chair/384578CISRO names new chair2024-03-15T13:14:44Z<p>Patrick Ballantyne brings over 30 years of experience to the organization</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0422_638461052801607355.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-15:/investments/socially-responsible-investing/td-advances-sustainability-goals-in-2023/384577TD advances sustainability goals in 20232024-03-15T13:12:27Z<p>TD reports progress on climate action and inclusion, surpassing targets and enriching communities</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0422_638461050996879748.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-15:/investments/wealth-technology/how-are-fis-doing-with-digital-transformation/384576How are FIs doing with digital transformation?2024-03-15T11:35:17Z<p>Report finds a widening gap between the leaders and the laggards</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0382_638460993118689774.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-15:/investments/alternative-investments/is-canadian-wealth-accumulation-under-threat-from-renting-trend/384575Is Canadian wealth accumulation under threat from renting trend?2024-03-15T11:25:51Z<p>RBC economist highlights challenging conditions for renters</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0382_638460987466977794.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-15:/investments/etfs/lets-talk-about-putting-cash-to-work/384395Let's talk about putting cash to work!2024-03-15T04:00:00Z<p>Head of ETF strategy at Franklin Templeton, Alex Lee, on how the new market cycle takes cash off the sidelines</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0394_638457348562437511.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-14:/investments/alternative-investments/as-bitcoin-breaks-records-again-advisor-makes-the-case-for-education/384542As Bitcoin breaks records again, advisor makes the case for education2024-03-14T13:42:56Z<p>Understanding the value drivers behind Bitcoin can help advisors guide their clients through hype and speculation towards opportunities</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0405_638460205715461240.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-14:/investments/wealth-technology/ciros-2024-report-a-roadmap-for-compliance/384541CIRO's 2024 report: a roadmap for compliance2024-03-14T13:40:55Z<p>CIRO unveils a guide for Member Firms to navigate regulatory demands, ensuring market integrity</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0405_638460204517911618.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-14:/news/industry-news/q-wealth-partners-named-canadian-ambassadors-for-future-proof-2024/384540Q Wealth Partners named Canadian ambassadors for Future Proof 20242024-03-14T13:38:26Z<p>Partnering again with Advisor Circle, Q Wealth gears up for an impactful Future Proof Festival</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0405_638460261047095151.png" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-14:/news/industry-news/last-chance-to-be-named-a-5-star-wealth-management-firm/384539Last chance to be named a 5-Star Wealth Management Firm2024-03-14T13:34:27Z<p>Entries for Wealth Professional Canada 5-Star Wealth Management Firms 2024 showcase ends this week</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0405_638460200492899699.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-14:/news/industry-news/quebec-unveils-11bn-deficit-in-2024-25-budget/384538Quebec unveils $11bn deficit in 2024-25 budget2024-03-14T13:31:47Z<p>Quebec Finance Minister unveils a budget with a focus on critical sectors and fiscal stability</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0405_638460198944784675.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-14:/investments/socially-responsible-investing/csa-supports-new-sustainability-standards/384537CSA supports new sustainability standards2024-03-14T13:29:15Z<p>CSA backs CSSB's launch of sustainability disclosure standards, seeking public input</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0405_638460197776022680.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-14:/news/industry-news/why-are-18-of-canadians-worried-about-loan-defaults/384536Why are 18% of Canadians worried about loan defaults?2024-03-14T13:27:45Z<p>Survey shows a rise in Canadians fearing loan defaults and bankruptcy</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0405_638460196623701931.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-14:/investments/etfs/canadian-households-net-worth-gained-290-billion-in-q4-2023/384535Canadian households' net worth gained $290 billion in Q4 20232024-03-14T11:14:57Z<p>But home values offset strong performance from equities and bonds</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0382_638460116929059346.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-14:/news/industry-news/tds-ceo-takes-a-2-million-pay-cut-after-challenging-year/384534TD's CEO takes a $2 million pay cut after 'challenging year'2024-03-14T11:12:05Z<p>Aborting the First Horizon takeover and regulatory issues tainted 2023</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0382_638460115150459547.png" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-14:/investments/wealth-technology/financial-sector-has-faced-death-by-1-million-cuts-from-cybercriminals/384533Financial sector has faced 'death by 1 million cuts' from cybercriminals2024-03-14T11:08:02Z<p>BlackBerry report warns financial institutions are under increased pressure</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0382_638460112735744857.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-13:/investments/fixed-income/are-we-in-a-new-era-for-fixed-income/384483Are we in a new era for fixed income?2024-03-13T13:32:30Z<p>Ahead of Advisor Connect event, portfolio manager explains why advisors should be looking more closely at fixed income again</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0405_638459334368023312.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-13:/news/industry-news/us-core-inflation-exceeds-forecasts-pressures-fed-policy/384482US core inflation exceeds forecasts, pressures fed policy2024-03-13T13:28:41Z<p>February sees US core inflation surpass expectations, challenging the Federal Reserve's rate cut plans</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0405_638459332981604926.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-13:/news/industry-news/canadian-farmland-value-up-115-in-2023/384481Canadian farmland value up 11.5% in 20232024-03-13T13:26:56Z<p>Farmland prices rise despite economic cool-down, with notable increases in SK, QC, MB, and ON</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0405_638459332076314834.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-13:/news/industry-news/hoopp-achieves-938-return-in-2023/384480HOOPP achieves 9.38% return in 20232024-03-13T13:24:51Z<p>HOOPP's strategy leads to robust growth, supporting Ontario healthcare workers' pensions</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0405_638459330806754092.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-13:/news/industry-news/canadians-set-to-spend-big-on-travel-in-2024/384479Canadians set to spend big on travel in 20242024-03-13T13:22:46Z<p>Amex report shows Canadians eyeing lavish, spontaneous trips, with Europe top on the list</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0405_638459329584896107.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-13:/news/industry-news/hamilton-lane-2024-overview-debunks-private-market-myths/384478Hamilton Lane 2024 overview debunks private market myths2024-03-13T13:18:18Z<p>2024 report reveals private markets' resilience, clarifying misconceptions on valuations and sustainability</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0405_638459326613530286.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-13:/investments/retirement-solutions/ontario-teachers-blames-multiple-factors-for-disappointing-performance/384476Ontario Teachers blames multiple factors for disappointing performance2024-03-13T11:39:18Z<p>The pension fund underperformed benchmark return as portfolio missed chances</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0382_638459267545556545.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-13:/news/industry-news/cutting-interest-rate-cap-to-35-will-harm-consumers-economy-says-ey-report/384475Cutting interest rate cap to 35% will harm consumers, economy says EY report2024-03-13T11:35:41Z<p>Ottawa decided to make the first change in 44 years in the 2023 budget</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0382_638459265375448528.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-12:/investments/mutual-funds/partnership-philosophy-key-to-q-wealth-partners-and-arca-financial-group-joining-forces/384469Partnership philosophy key to Q Wealth Partners and Arca Financial Group joining forces2024-03-12T21:55:21Z<p>"Our decision to join Q Wealth was driven by our strong commitment to be part of building something special, while retaining the most important benefits of independence," says Arca founder</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0379_638458773137825416.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-12:/investments/etfs/do-big-tech-stocks-come-with-anti-trust-risk/384445Do big tech stocks come with anti-trust risk?2024-03-12T14:12:04Z<p>After EU (and B.C) crack down on Apple, CIO explains why he doesn’t see big risks from regulators in US technology stocks</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0405_638458495152214585.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-12:/news/industry-news/fsra-releases-penalty-guidance-to-protect-consumers/384444FSRA releases penalty guidance to protect consumers2024-03-12T14:09:00Z<p>Ontario's FSRA finalizes penalty guidance, focusing on transparency and consumer protection</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0405_638458504544965797.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-12:/news/industry-news/canada-braces-for-open-banking-era/384443Canada braces for open banking era2024-03-12T14:07:47Z<p>Open banking promises Canadians more control over financial data, though adoption may be slow</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0405_638458492624640148.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-12:/news/industry-news/reddit-targets-748m-in-major-ipo-debut/384442Reddit targets $748m in major IPO debut2024-03-12T14:05:52Z<p>Reddit announces IPO plans, aiming to raise $748M with shares priced between $31 and $34</p><img src="https://cdn-res.keymedia.com/cms/images/ca/159/0405_638458489766384634.png" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-12:/news/industry-news/fed-holds-on-rate-cuts-amid-slow-inflation-decline/384441Fed holds on rate cuts amid slow inflation decline2024-03-12T14:05:07Z<p>US inflation dips slowly, prompting the Fed to wait for clearer signs before cutting rates</p><img src="https://cdn-res.keymedia.com/cms/images/ca/159/0405_638458488343647634.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-12:/news/industry-news/us-jobless-rate-rises-market-still-strong/384440US jobless rate rises, market still strong2024-03-12T14:04:25Z<p>Despite a two-year high in unemployment, the US labor market remains resilient with robust hiring</p><img src="https://cdn-res.keymedia.com/cms/images/ca/159/0405_638458487342901810.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-12:/news/industry-news/fortrade-fined-2-million-by-ciro-agrees-to-6-million-fund-for-claims/384436Fortrade fined $2 million by CIRO, agrees to $6 million fund for claims2024-03-12T11:35:49Z<p>Order execution only firm sanctioned for recommendations and record-keeping failures</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0382_638458401445335504.jpg" alt="" style="max-width:240px" />tag:wealthprofessional.ca,2024-03-12:/news/industry-news/hazelview-appoints-former-tdam-leader-as-executive-chairman/384435Hazelview appoints former TDAM leader as executive chairman2024-03-12T11:29:12Z<p>Industry veteran has joined the firm in an advisory role</p><img src="https://cdn-res.keymedia.com/cms/images/ca/155/0382_638458397471332167.jpg" alt="" style="max-width:240px" />