WP Talk

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including:

The worst bond selloff in decades is seeing few signs of ending, Bloomberg data reveals.

Global institutional investors are shifting towards factor-based strategies to navigate the choppy waters of the current market environment.

Purpose Advisor Solutions is partnering with a new wealth firm that is using Nobel Prize winning science to modernize the Canadian wealth management sector. 

One of Canada’s leading insurance and financial services co-operatives has launched a new sustainable investment product for retail investors.

These stories in full at wealthprofessional.ca and in our newsletters, plus: Why Canada’s first multi-commodity ETF is ‘far, far overdue’; Mature managers dominate the SMA landscape, snapshot report reveals; and Are fools rushing into the most popular ETFs?

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including:

Global markets are reacting the the UK government's latest tax plans and energy-crisis support - and they aren't happy!

The divergence between Canadian mutual funds and exchange-traded funds (ETFs) escalated in August.

Taxes are taking a larger share of Canadian family income than essential living costs according to a new study.

The global economy will expand just 2.2% in 2023, the OECD said Monday. 

These stories in full at wealthprofessional.ca and in our newsletters, plus: Almost two-thirds of Canadians aren’t including mortgage payments in budgets; Lack of transparency likely a dealbreaker for private equity investors; and WP’s 5-Star Wealth Technology Providers 2022 have been revealed.

Lori Pinkowski does not waste any time. Spurred on by enterprising parents and inspired by her Oma, she interned at Canaccord Genuity Wealth Management at 15 and was a licensed advisor at just 22. She has since gone on to establish a hugely successful practice in Vancouver. In this edition of WP Talk, she talks about her ethical approach and why she likes to know everything about her clients down to the names of their pets. 

The comments and opinions expressed in this podcast are the results of work done by Lori Pinkowski. They may differ from the opinion of Canaccord Genuity’s Research, and should not be considered as representative of Canaccord’s beliefs, opinions, or recommendations. All views expressed in this podcast are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities.

CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER OF THE CIPF AND IIROC

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including:

The doom and gloom of rate hikes, inflation, and recession is weighing on the confidence of Canadian investors.

Investors are flocking to cash and shunning almost every other asset class as they turn the most pessimistic since the global financial crisis, according to Bank of America strategists.

Canadian employers are expecting to increase compensation budgets in 2023 compared to previous years says Mercer.

These stories in full at wealthprofessional.ca and in our newsletters, plus: Why you should start preparing clients RRSP season as fall starts; Evolve unveils global real estate fund; and How to pick ETFs during these turbulent, inflationary times.

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including:

-More than half of respondents to a new poll from Edward Jones who are aged 18-34 said they need an inheritance or windfall to reach their financial goals.

-The Canadian housing market has its ups and downs but the affordability issues in many markets are keeping more people on the sidelines.

-Two-thirds of Canadian small businesses want the federal government to concentrate on lowering the overall tax burden 

These stories in full at wealthprofessional.ca and in our newsletters, plus: Active managers on pace for best showing in 13 years; Manulife and Sun Life slammed for slow action on climate plans; and is the Fed raising rates so fast that it’s steering into a recession?

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including:

Canadian house prices continue to be a concern for those already in the market, with a new record drop set last month for a key trend measure.

Working Canadians are feeling the first drops of what could be an impending storm of financial stress, according to a new study.

With prices rising faster than wages, many Canadians are looking at how they can bring in extra income through a business venture.

These stories in full at wealthprofessional.ca and in our newsletters, plus: Why the BoC is at a crossroads on rate policy; August CPI a welcome win in Bank of Canada’s inflation fight; and Ontario advisor David Little on why Canadians are retiring overseas.

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including:

Milestone, expansion, and rewritten rules were among the highlights for the Investment Industry Regulatory Organization of Canada (IIROC) in the past year.

Norway’s $1.2 trillion sovereign wealth fund will require the companies it invests in to reach net-zero emissions by 2050 at the latest.

As it prepares for additional interest rate increases, the Canadian stock market continues to be volatile, presenting a chance to purchase dividend and growth stocks at a discount.

Commercial real estate investors should brace for a tougher year ahead according to a new report.

These stories in full at wealthprofessional.ca and in our newsletters, plus: ‘It’s up to advisors to democratize financial wellness’, says one leader; an Alberta credit counsellor speaks out on mounting financial struggles for the elderly; and why gold doesn’t have its 2020 shine.

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including:

Rising inflation is putting downward pressure on Canadians’ financial wellbeing, which was already declining due to the pandemic.

Foreign investors resumed their interest in Canadian bonds in July, buying almost $15 billion worth following a divestment of almost $18 billion in June.

Raven Indigenous Capital Partners, North America's only Indigenous-led and owned venture capital intermediary, has launched its second fund.

These stories in full at wealthprofessional.ca and in our newsletters, plus: Homebuyers are ‘feeling the heat’ as home prices drop 14%; Health care could take the next bull market by the horns; and how Non-royals can pre-plan their estates to minimize their inheritance taxes.

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including:

Institutional investors including several from Canada have joined forces to push governments to do more on climate change policy.

Foreign-exchange markets took a risk-averse turn Thursday, sending the Canadian dollar to its weakest against the greenback in almost two years.

Although Canadian consumers are generally happy with their credit cards, they are using them less frequently and turning to alternatives like buy now, pay later (BNPL) and personal loans.

The rise of exchange-traded funds (ETFs) is expected to continue unabated as research shows that younger investors are big fans.

These stories in full at wealthprofessional.ca and in our newsletters, plus: BoC’s commitment to hitting its inflation target will require short-circuiting a vicious spiral says Desjardins; are we nearing the point where banks can take their foot off the brake? and why are unmarried women less confident in their retirement?

Lori Pinkowski does not waste any time. Spurred on by enterprising parents and inspired by her Oma, she interned at Canaccord Genuity Wealth Management at 15 and was a licensed advisor at just 22. She has since gone on to establish a hugely successful practice in Vancouver. In this edition of WP Talk, she talks about her ethical approach and why she likes to know everything about her clients down to the names of their pets. 

The comments and opinions expressed in this podcast are the results of work done by Lori Pinkowski. They may differ from the opinion of Canaccord Genuity’s Research, and should not be considered as representative of Canaccord’s beliefs, opinions, or recommendations. All views expressed in this podcast are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities.

CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER OF THE CIPF AND IIROC