WP Talk

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Joe Biden’s budget is out today; The Atlantic provinces appear less competitive to higher earners according to a new analysis from the Fraser Institute; and low-income Canadians are taking on risky loans.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Inflation continues to mean tough choices for millions of Canadian families; Canada is among the world-leaders for hedge funds; and Ontario appoints first dedicated CEO for the OSC.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: FSRA has taken a Canada-leading step in investor protection with the approval of the Financial Professionals Title Protection Rule in the province; and Mogo launches venture division to manage its investments.

It’s been a busy time for Forstrong Global Asset Management. As a macro investor, its team has been intensely analyzing the impact of Russia’s war on Ukraine, while on a business level the firm recently closed the acquisition of Shaunessy Investment Counsel.

After the deal was announced, Tyler Mordy agreed to speak to WP, providing insight into why he believes the acquisition will benefit advisor clients and lifting the lid on how a deal like this comes to fruition.

In addition, he gave his take on the situation in Ukraine, how it affects markets, and what investors should be mindful of when positioning portfolios.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Global fixed income has posted its worst drawdown ever according to the Bloomberg Global Aggregate Index; global investment in private capital markets is set for continued strength in the next 12 months; and how to get your team featured in WP's 5-Star Advisory Teams showcase.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Top 3 countries for privately-held wealth revealed; and Thinking Capital has a new name and shares some insights about Canada's small businesses.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: RBC Economics reveals that Canadian household net wealth soared to a record $15.9 trillion in Q4 2021; High gas prices are fuelling interest in electric vehicles; and Canadians are set to cut back on charitable donations as budgets are squeezed.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Are you spending too much time serving non-ideal clients? Durum Capital joins carbon credit market; and a new hire at Fiera Capital.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Retirement planning is low on most Canadians’ priorities despite a strong desire to boost financial resilience says CIBC; Canada is enjoying a revival in small business growth, according to Equifax Canada's Market Pulse Small Business Credit Trends Report; and time is running out to enter Wealth Professional Canada’s 5-Star Advisory Teams 2022 showcase.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadians' living standard advantage over Aussies has reversed; institutional investors are bullish on ETFs; and Canadian small businesses say card processing fees are too high.