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Top 50 Advisors 2020

Wealth Professional is proud to present the seventh annual Top 50 Advisors list. In total, this year’s Top 50 Advisors are managing more than $16 billion worth of assets, improving on last year’s total by close to $6 billion. Once again, this year’s list contains advisors from across the country, representing seven different provinces; British Columbia narrowly surpassed Ontario for the first time this year with the most advisors on the list (17 versus 15).

Congratulations to Todd Degelman, Frank Mauro and Roderick Mahrt for their ranking within Canada’s Top 50 Advisors 2020.

Click here to view the complete ranking and read the full article as originally featured in Wealth Professional Magazine on January 28, 2020.

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Digital Security Guidelines for a Safer Way Forward

Just as we buy home insurance for that once-in-a-lifetime hailstorm and insure our vehicles in case of an accident, protecting your financial future in today’s digital age calls for heightened awareness and a proactive approach to online safety. Many of us have seen friends or family members connect to Wi-Fi at an airport, coffee shop or hotel to check an account balance, post on social media or do some online shopping. It’s a familiar habit, and one we’ve likely done ourselves, often without realizing our devices can potentially interface with a multitude of unsecure public networks as we move through the day.

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March Market Insights: There is no Bronze Medal

“There’s only two cultures that are going to win in the next year. It’s going to be us or China.” The subtext of Palantir CEO Alex Karp’s widely cited speech from late 2025 sounds like tech‑bro theatre until you reflect on it. In artificial intelligence, there is no bronze medal. There will be a hegemon and a runner‑up. Everyone else will be a client. Markets are not pricing that reality. Investors still treat the AI build-out as marginal cloud spend or another overhyped software cycle. They debate whether Big Tech is “exhausting its available capital” or whether capex “must mean revert,” as if infrastructure were optional and competition courteous. They are using valuation models from the wrong century for the wrong game. AI is not an app store. It is a weapon system—and the operating system of the next industrial era. The capital going into it is not a bubble. It is rearmament.

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The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Wealth Inc. (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII), Wellington-Altus Group Solutions Inc. (WAGS), Independent Advisor Solutions Inc., (IAS) and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein.

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