WP Talk

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: CDPQ reports 6-month returns that outperformed its benchmark portfolios; and does negative ESG screening really hurt sin-stock companies?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: CDPQ reports 6-month returns that outperformed its benchmark portfolios; and does negative ESG screening really hurt sin-stock companies?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: monthly Bank of America fund manager survey reveals better expectations for global growth and profit expectations; Canadian parents are having 'the money talk' with their kids; and consumers are cutting back spending amid a renewed focus on environmental matters.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: CSA tells crypto trading platforms to play by the rules; Canadian manufacturing sales decline; and hedge funds turn bearish on US dollar.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Wall Street strategists divided on direction of travel for US equities; Gen X more concerned about economy and personal finances; and could tax change harm those Canadians buying greener vehicles?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Buying a lottery ticket or a wager on the NHL is something that many Canadians enjoy, but when does gambling become a risk? A major power failure in downtown Toronto left parts of the city’s financial district without electricity for hours on Thursday, affecting about 10,000 customers at its peak.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Not-for-profit institutional investors see private market opportunities as key to achieving their goals; Canadians are not about to sit back and watch the debts pile up as the cost-of-living crisis intensifies; SEC to demand more from hedge funds; and Horizons ETFs launches new utilities fund.

Are clients transitioning from the baby boomer mentality of high achievement to a more 1960s hippy-like vibe? What is true is that many people are reassessing their work-life balance in the wake of the pandemic. But according to David Little, senior investment advisor at Blue Oceans Private Wealth, iA Private Wealth Inc., many of these investors are rushing into retirement without a proper income plan.

ESG has never enjoyed such a high profile; green funds abound and the awareness of the Paris Agreement and net-zero targets have grown considerably among investors. In this WP Talk podcast, we chat with Andrew Simpson, portfolio manager and head of the Mackenzie Betterworld Team. He explains where the team sits within Mackenzie Investments, its sustainable investing philosophy, and how regulators should address the greenwashing issue. What’s next in the evolution of ESG investing?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: In its recently published Financial Stress Index, FP Canada offered a snapshot look at the types of money regrets Canadians are living with; and more than half of Canadians pay more attention to the weather than the details of what they have been paid, according to a new poll from Payments Canada.