Meet the advisors and executives taking the Canadian wealth management industry into the future
NEW TRANSPARENCY regulations, shifting compensation models, mergers and acquisitions – the volatility and change in the industry are unrelenting and greater than ever before. As the next phase of CRM2 comes into play, the Canadian wealth management industry will work through even more of that kind of upheaval. In anticipation, we’re seeing companies jostle for position this year. Who’s going to come out on top?
You’ll find a couple clues on this year’s Hot List, a look at just some of the industry stars shaping its agenda. Each has won a place on Wealth Professional’s second-annual list by capturing headlines in 2014/15 and leading their organizations to greater heights. As a group, they embody the excellence that characterizes Canadian wealth management.
About Our Sponsor
At IA Clarington, we believe that investing has changed. Shifting investor demand and unprecedented access to information and products have created new challenges and new opportunities. We believe that the best results for investors will be achieved by being invested – not just in the markets, but in distinctive and outcome-based product solutions, and in active, trusting relationships with advisors. We market a wide range of investments to individual investors through their advisors, including actively managed mutual funds, portfolio solutions, socially responsible investments and target date funds. IA Clarington manages more than $15 billion in assets (as at March 31, 2015) and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Canada’s fourth largest life and health insurance company.