#WealthProfessionals - Twitter Hashtag

over 2 years ago

The wait is over! We're thrilled to announce the Excellence Awardees for the 2024 Wealth Professional Awards! Check out the full list here: https://t.co/veT266yHwZ #WPAwardsCA #WealthProfessionals #WealthManagement

WealthProCA's tweet photo. The wait is over! We're thrilled to announce the Excellence Awardees for the 2024 Wealth Professional Awards!

Check out the full list here: https://t.co/veT266yHwZ

#WPAwardsCA #WealthProfessionals #WealthManagement https://t.co/hNH5X5OjUQ

0

3

0

237

Wealth Professional Canada @WealthProCA

over 2 years ago

It's your time to shine! 🌟 Nominate for the 2024 Wealth Professional Awards and showcase your excellence in wealth management. Nominations run until February 16, 2024. Nominate here: https://t.co/XS8drXgBms #WPAwards #WealthManagement #WealthProfessionals #WealthFirms

WealthProCA's tweet photo. It's your time to shine! 🌟 Nominate for the 2024 Wealth Professional Awards and showcase your excellence in wealth management.

Nominations run until February 16, 2024.

Nominate here: https://t.co/XS8drXgBms

#WPAwards #WealthManagement #WealthProfessionals #WealthFirms https://t.co/XQyZnQWTtr

0

2

0

55

Citywealth @Citywealth

over 2 years ago

Citywealth Leaders List: Susie Hillier – Stonehage Fleming We are pleased to share that Susie Hillier, Partner - Head of Wealth Planning at Stonehage Fleming and part of the Citywealth Leaders List, has received a Peer review. #Citywealth #WealthManagement #WealthProfessionals

0

2

0

62

Co-operators @_Cooperators

over 4 years ago

According to our study, 89% of #wealthprofessionals believe that young #Canadians (aged 18-34) aren't #saving up enough for #financial security in the future. Our own Peter Marager gave some tips on how you can be better prepared for tomorrow by investing in your future today.

CP24 Breakfast @CP24Breakfast

over 4 years ago

This week on Money Mondays, our @The_Cooperators financial representative talks about achieving your savings goals. Send your questions to [email protected] #advicethatfitsyourlife FULL Q&A: https://t.co/NVL7KgS3GM

CP24Breakfast's tweet photo. This week on Money Mondays, our @The_Cooperators financial representative talks about achieving your savings goals. Send your questions to moneymondays@cp24.com
#advicethatfitsyourlife FULL Q&A: https://t.co/NVL7KgS3GM https://t.co/pjBBoQf84B

0

8

0

7

2

0

Jackie Porter, CFP @jackieportercfp

over 4 years ago

Here's an article with Wealth Professionals, where I share my insights into why it's important to pay attention to interest rates and the direction they're going. Take a read, and let me know what you think. . https://t.co/aLZs4jymhL #interestrates #debt #wealthprofessionals

jackieportercfp's tweet photo. Here's an article with Wealth Professionals, where I share my insights into why it's important to pay attention to interest rates and the direction they're going. Take a read, and let me know what you think. . https://t.co/aLZs4jymhL #interestrates #debt #wealthprofessionals https://t.co/wGPBw6xKNt

0

3

1

0

Class @Class_Pty_Ltd

almost 6 years ago

Avoid #compliance pitfalls and spend less time on #spreadsheets by reviewing portfolios faster. Our partner, @FinSimplicity is a trusted leading #portfolio management solution helping #wealthprofessionals serve more clients and grow their portfolio. MORE: https://t.co/tNq3RiB1qS

Class_Pty_Ltd's tweet photo. Avoid #compliance pitfalls and spend less time on #spreadsheets by reviewing portfolios faster. Our partner, @FinSimplicity is a trusted leading #portfolio management solution helping #wealthprofessionals serve more clients and grow their portfolio. MORE: https://t.co/tNq3RiB1qS https://t.co/lcdrc4cQHM

0

3

2

0

LOTaDATA @lotadata

almost 8 years ago

#hedgefunds #financialanalysts #WealthProfessionals & #VentureCapital firms can develop accurate insights and valuations from #locationinsights produced by #GeoDash #AI processed #geotemporal #locationdata #context from #LotaData

0

2

0

Wealth Professional Canada @WealthProCA

over 8 years ago

#Roboadvisers are going to be an essential helping hand for #wealthprofessionals just like you. Find out how in a must-see keynote address by @Wealthsimple's Michael Katchen at Wealth Professional Canada's Leadership and Tech Summit. Visit - https://t.co/Vo3PtYOBSF #WPSummitTO