Wealth Professional Canada

@WealthProCA

Where Canadian financial advisors, wealth managers, and portfolio managers come for news on alternative investments, equity markets, fixed income, and ETFs.

Canada wealthprofessional.ca Joined June 2013

378 Following 4.1K Followers 19K Posts

Latest posts 5

Wealth Professional Canada @WealthProCA 12h

Brian O’Reilly of Croesus explains how advisors can turn wealth data into actionable insights, improve efficiency, and deliver more relevant client advice.

hubs.la/Q04DVx_10

#WealthManagement #FinancialAdvice #Fintech #ArtificialIntelligence #WealthTech

www.wealthprofessional.ca From data overload to better advice: the opportunity for wealth management Croesus’s Brian O’Reilly explains how investment advisors can turn wealth data into actionable intelligence, improve productivity and deliver more relevant client advice

Wealth Professional Canada @WealthProCA 15h

Paul MacDonald of Harvest ETFs argues that uncertainty is part of investing, particularly as volatility picks up heading into the U.S. midterm elections.

hubs.la/Q04CNnWQ0

www.wealthprofessional.ca Harvest sees more value in volatility than investors think Paul MacDonald on how HONE keeps investors in higher-growth names while using volatility to generate income

Wealth Professional Canada @WealthProCA 19h

Associations across Canada’s financial services industry divided over Budget 2026 in the days after Finance Minister François-Philippe Champagne tabled it in the House of Commons on November 5.

hubs.la/Q04DRTj30

www.wealthprofessional.ca Financial industry splits over who Budget 2026 actually serves Investors and banks back the capital gains exemption as household groups say Ottawa skipped them

Wealth Professional Canada @WealthProCA 20h

Judith Charbonneau Kaplan of Wellington-Altus and Hemal Balsara of Manulife Canada say the Canada Growth Incentive and expanded small business rollover could create new opportunities for business owners and investors.

hubs.la/Q04DRSzH0

www.wealthprofessional.ca What the budget means for your clients and the Canadian economy New capital gains exemptions and other tax deductions might seem promising, but experts urge cautious consideration

Wealth Professional Canada @WealthProCA 2d

Despite geopolitical tensions, tariffs, rising bond yields, and market volatility, David Wong of CIBC Global Asset Management says strong earnings growth and AI-driven innovation continue to support markets.

hubs.la/Q04DMmzT0

www.wealthprofessional.ca Markets climbed ‘walls of worry’ for much of this year, can they keep that up? David Wong explains how AI optimism outweighed bearish events and outlines how general purpose technologies can impact investors longer-term