Assets under management, number of clients, and years in industry as of September 30, 2022
- 2 Brian Kadey
Kadey Group
CG Wealth Management
AUM: $901,074,000
Number of clients: 55
Years in industry: 35
- 3 David LePoidevin
LePoidevin Group
CG Wealth Management
AUM: $1,878,838,802
Number of clients: 4,448
Years in industry: 34
- 4 Sophia Ito
Nicola Wealth
AUM: $872,990,864
Number of clients: 164
Years in industry: 18
- 5 Karen Ikeda
Nicola Wealth
AUM: $1,477,785,406
Number of clients: 225
Years in industry: 28
- 7 Marvin J. Schmidt
The Schmidt Investment Group
CIBC Private Wealth
AUM: $925,000,000
Number of clients: 173
Years in industry: 28
- 9 Craig Baun
Baun & Pate Investment Group
Wellington-Altus Private Wealth
AUM: $930,000,000
Number of clients: 477
Years in industry: 25
- 12 Matthew Langsford
Langsford Wealth Counsel
CG Wealth Management
AUM: $505,000,000
Number of clients: 487
Years in industry: 23
- 13 Kyle Richie
Richie Feindel Wealth Management
Richardson Wealth
AUM: $625,000,000
Number of clients: 380
Years in industry: 23
- 15 Tim Esplen
Nicola Wealth
AUM: $502,768,992
Number of clients: 154
Years in industry: 15
- 16 Todd Degelman
Degelman Pruden Group
Wellington-Altus
AUM: $643,000,000
Number of clients: 448
Years in industry: 29
- 17 Gerald L. Goertsen
DeThomas Wealth Management
AUM: $601,983,634
Number of clients: 3,589
Years in industry: 21
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- 19 Vanessa Flockton
Nicola Wealth
AUM: $267,392,935
Number of clients: 34
Years in industry: 12
- 20 Jason Nicola
Nicola Wealth
AUM: $481,265, 437
Number of clients: 111
Years in industry: 15
- 21 Ida Khajadourian
Khajadourian Wealth Management
Richardson Wealth
AUM: $635,401,926
Number of clients: 130
Years in industry: 22
- 22 Andrew Feindel
Richie Feindel Wealth Management
Richardson Wealth
AUM: $350,000,000
Number of clients: 214
Years in industry: 20
- 23 Elie Nour
Nour Private Wealth
AUM: $412,000,000
Number of clients: 634
Years in industry: 16
- 24 Colin Andrews
The CM Group
CIBC Wood Gundy
AUM: $550,000,000
Number of clients: 450
Years in industry: 23
- 25 Ethan Astaneh
Nicola Wealth
AUM: $273,219,959
Number of clients: 118
Years in industry: 14
- 26 Nathalie Racine
The Racine-Marcotte Advisory Group
RBC DVM
AUM: $446,000,000
Number of clients: 520
Years in industry: 28
- 27 Bradley Jardine
CIC Financial Group
Aligned Capital Partners
AUM: $406,160,141
Number of clients: 767
Years in industry: 37
- 28 Wes Ashton
Oakwater Wealth Counsel
Harbourfront Wealth Management
AUM: $450,000,000
Number of clients: 385
Years in industry: 21
- 29 Brad Coutts
Nicola Wealth
AUM: $272,394,837
Number of clients: 151
Years in industry: 9
- 30 Robert Luft
Luft Financial
iA Private Wealth
AUM: $422,393,000
Number of clients: 914
Years in industry: 23
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- 32 Brian Peters
Lecky Peters Advisory Group
CG Wealth Management
AUM: $186,000,000
Number of clients: 696
Years in industry: 17
- 36 Darcie Crowe
Crowe Private Wealth
CG Wealth Management
AUM: $360,640,000
Number of clients: 360
Years in industry: 12
- 37 Mark Hewett
Dekker Hewett Group
CG Wealth Management
AUM: $292,315,000
Number of clients: 764
Years in industry: 20+
- 38 Erik Dekker
Dekker Hewett Group
CG Wealth Management
AUM: $292,315,000
Number of clients: 764
Years in industry: 20+
- 39 Ron Haik
Nicola Wealth
AUM: $71,276,819
Number of clients: 44
Years in industry: 29
- 40 Francis Gingras Roy
Diligence Wealth Management
Manulife Securities
AUM: $240,000,000
Number of clients: 370
Years in industry: 7
- 44 Luke Kratz
The Kratz Financial Group
CIBC Wood Gundy
AUM: $264,000,000
Number of clients: 150
Years in industry: 30
- 45 Michael Holden
Elevate Wealth Management
QWealth Partners
AUM: $192,597,941
Number of clients: 375
Years in industry: 31
- 46 Travis Forman
Strategic Private Wealth Counsel
Harbourfront Wealth Management
AUM: $152,230,066
Number of clients: 396
Years in industry: 23
- 50 David Harris
Green Private Wealth Counsel
Harbourfront Wealth Management
AUM: $88,000,000
Number of clients: 220
Years in industry: 23
