Wolfgang Klein

If you don’t cut your losses, they’ll cut you, says CG portfolio manager

Portfolio manager points to tech sector as area ripe for tax-loss selling consideration

5-Star Advisors (Ontario & Eastern Canada) 2022

WP recognizes 35 financial professionals who have distinguished themselves through outstanding client service

Top 50 Advisors 2022

Wealth Professional salutes 50 advisors whose embodiment of excellence has catapulted them to the top of the industry

What sectors look attractive for equity investors?

As Russia-Ukraine conflict complicates central banks' rate-hiking path, what sectors should investors consider?

Did advisors' client service during pandemic change fee debate?

Two top advisors say, think again: in this business, it proves you get what you pay for!

What advisors should watch as economy reopens

Veteran portfolio manager points out some issues peers should be looking at as economies restart

Get ready for volatility after rate-cut frenzy

Why advisors should get their clients ready for a rocky year in equities and a slow-growth Canadian economy

Top tips to help you scale your practice

Wolfgang Klein, of Canaccord Genuity Wealth Management, tells WPTV how he built his book of business

Top tips from our top 50 financial advisors

This article compiles insights from some of the professionals featured on our Top 50 Advisors list since its launch

The challenges facing about-to-retire clients

Wolfgang Klein, of Canaccord Genuity Wealth Management, tells WPTV how this group should approach the markets at this time