Ron Hanson, SVP, Head of Retirement at Mackenzie Investments, explains what’s changed, how this affects advisors, and the strategies they can implement to overcome these hurdles.

Episode 10 – Navigating the new retirement reality

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: What do institutional investors think about private equity (PE) firms? Why advisors should do a deep dive to learn about cryptocurrency; and Elon Musk sells $5bn of his massive Tesla stake.

Morning Briefing: Remembrance Day fund embraces NFTs

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadians can't wait to share their wealth with heirs; and why wealth management firms have a fine balance when implementing tech.

Morning Briefing: Credit card spending is highest in 3 years says Equifax Canada

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canada's tax ombudsman sees complaints jump; Canadian banks pause return-to-workplace plans; and should advisors be calming return expectations for 2022?

Morning Briefing: Boom time ahead for private markets?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Wall Street strategists are warning of a further pullback in US equities; A Vancouver firm is now offering a metaverse mortgage; and Harbourfront has a new tax & wealth planning leader.

Morning Briefing: BMO to join Bill Gates' global climate-change action group

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canada probes assets of more Russian oligarchs; CI Global Asset Management launches two new thematic ETFs; and finding companies that fit with investors’ responsible investing goals is less challenging than it used to be.

Morning Briefing: Canada's interest rate hikes start today say economists

Travis Forman is the first to admit he has a restless streak – but it’s meant his career as a wealth manager has thrived.  

The Harbourfront Wealth Management advisor wears two hats. Not only does he run a successful practice, he’s been instrumental in architecting and managing the Rockridge Private Debt Pool and Forsyth Private Real Estate Portfolios for Willoughby Asset Management.  

In the podcast, WP Talk hears why Forman believes he has the ideal personality for the job, the lessons he’s learnt while building his book of business, and what he believes the biggest headwind is for investors right now.

Episode 15 – Driven and dynamic: how advisor grew his practice

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

RBC to acquire HSBC Canada

Sustainable investment is now firmly mainstream

Canada now has an IIROC registered crypto dealer

Lori Pinkowski, Senior Portfolio Manager with Canaccord Genuity Wealth Management, does not waste any time. Spurred on by enterprising parents and inspired by her Oma, she interned at Canaccord 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.

Episode 20 - 'Clients welcome my strong ethical stance'

Morning Briefing: Economy still expected to slow, Canadian net wealth declines

In this latest episode of WPCTalk, we discuss “A Flexible Approach to Income and Managing Risk” with the experts at Franklin Templeton Advisors. We sit down to discuss the challenges facing investors in the current market environment, income opportunities in today's market and gain perspective on recent developments in monetary policy. 

This episode explores the team behind the Franklin US Monthly Income fund, including how the fund manages an active, flexible strategy and which type of investors are a fit for the fund. Additionally, the conversation examines growth vs. value and whether recent market moves have the potential to have a long-term impact. Finally, the episode covers the future outlook for the US and Canada for the next 12-24 months. Listen now for an insightful discussion on investing and navigating the current market landscape.

Important legal information 
Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investments in mutual funds. Please read the prospectus and fund fact document before investing. Mutual funds are not guaranteed. Their values change frequently. Past performance may not be repeated. 
The views expressed are those of the investment manager and the comments, opinions and analyses are rendered as at publication date and may change without notice. The underlying assumptions and these views are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. The information provided in this material is not intended as a complete analysis of every material fact regarding any country, region or market. There is no assurance that any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets will be realized. The value of investments and the income from them can go down as well as up and you may not get back the full amount that you invested. Past performance is not necessarily indicative nor a guarantee of future performance. All investments involve risks, including possible loss of principal. 
Products, services and information may not be available in all jurisdictions and are offered outside the U.S. by other FT affiliates and/or their distributors as local laws and regulation permits. Please consult your own financial professional or Franklin Templeton institutional contact for further information on availability of products and services in your jurisdiction. 
Issued by Franklin Templeton Investments Corp., 200 King Street West, Suite 1500 Toronto, ON, M5H3T4, Fax: (416) 364-1163, (800) 387-0830, www.franklintempleton.ca.

A Flexible Approach to Income and Managing Risk

Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

Morning Briefing: Canaccord management urge bid rejection; Canadian debt rises

Morning Briefing: Global ETFs could reach $6tr AUM by 2030

Morning Briefing: Could Canada lose its current credit rating?

Morning Briefing: Canadians buddy-up to afford homes

Morning Briefing: Jobs cuts at Canadian big six bank

Morning Briefing: 11 Canadian ETFs to be terminated

Morning Briefing: New sustainable investing solutions from Canada Life

Morning Briefing: BoC to announce latest rates decision

Morning Briefing: Economists react to BoC rate pause

Morning Briefing: BMO leadership changes, NBC layoffs

Morning Briefing: Small businesses are happier with their banks

Morning Briefing: Canadian hedge fund investigated over finances

Morning Briefing: CRA announces new CPP limits for 2024

Morning Briefing: Scotiabank departures, RBC agrees settlements, FTX founder jailed

Morning Briefing: Canadian hedge fund placed into receivership

Morning Briefing: Are Canadians too ashamed to talk about debt?

WP Talk goes in depth on wholesaling, interviewing three members of the WP Top 50 Wholesalers List to discover what advisors expect from their wholesalers today.

What makes a great wholesaler?

North America Home Finance is offering a new approach to real estate investment, built around giving Canadians access to homeownership. Learn how the model works and what it can do for advisors and their clients here.

A real estate investment built on expanding homeownership

Dr. Jim Thorne, Chief Investment Strategist at Wellington-Altus Private Wealth explains how advisors can use history to understand the current moment, especially with regards to US policy under President Donald Trump.

Can history help advisors understand Trump, US policy?

Learn why Michael Lee-Chin, billionaire chairman of Portland Holdings Inc. is now focused on two key issues facing mankind: clean energy and cancer.

Hear why Michael Lee-Chin is investing in atomic technologies

WP Talk is a podcast from Wealth Professional Canada, an online and print publication for financial advisors across the country. Go to www.wealthprofessional.ca for all the latest industry news and views or to subscribe to our daily newsletter.



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