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Globe Advisor s Best of 2023: Investment strategies for client portfolios

Regardless of advisors’ investment acumen, being an astute investment manager who stays on top of current trends and strategies is key in helping clients achieve their life goals

British columbiaCoreen solWood gundyManmeet bhatiaEric nuttallPeter hofstraSimon carlsenToronto stock exchangeRogers communication incNicola wealth management ltdTelus corpFranklin templetonLog increate freeGlobe advisorBig threeNinepoint partners

Private mortgages set for growth as traditional lenders tighten criteria in risk-off environment

One reason it’s more common for borrowers to require a second position mortgage is because traditional lenders limit loan sizes

British columbiaRob tetraultJeff sparrowSimon carlsenSean kilpatrickCastle mortgage group in winnipegNicola wealth management ltdFinancial services regulatory authority of ontarioGlobe advisorNicola wealth managementDean kirkhamTrez capitalFinancial services regulatory authorityCastle mortgage groupNicola wealthTetrault wealth advisory group

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