Outstanding financial advisors, teams, and firms stand shoulder-to-shoulder in new report
It’s been quite a year for wealth management: from volatile markets to economic uncertainty, sector and asset-class upheavals driven by drastically rising rates, and a renewed focus on financial risks, the space has faced a daunting array of challenges in 2023.
But that hasn’t stopped extraordinary individuals, teams, and organizations from achieving new heights of success – and elevating the industry while they’re at it.
Embracing a mindset of continuous growth, professionalism, diversity, and tireless client focus, they aren’t just paragons of success and outstanding leadership, but also beacons of inspiration.
To recognize those achievers, leaders, movers and shakers, Wealth Professional is proud to unveil the Best in Wealth 2023 report.
The report offers a definitive look at the top-performing financial advisors, advisory teams, brokerage firms, veterans and rising stars of the Canadian wealth space this year.
This compendium of honours encompasses hundreds of names, capturing a rich cross-section of the crème de la crème of Canada’s wealth industry.
Through the Best in Wealth 2023 annual guide, we celebrate the stories of stellar individuals and enterprises across Canada, as chronicled in the following reports:
- 5-Star Advisors Eastern Canada
- 5-Star Advisors Ontario
- 5-Star Advisors Quebec
- 5-Star Advisors Western Canada
- 5-Star Advisory Teams
- 5-Star Brokerages
- Top 40 under 40 Rising Stars
- Top 50 Advisors
- Top 50 Leading Women in Wealth
- Top 50 Wholesalers
The report also offers a glimpse at exemplary companies and individuals in other corners of the financial and investing universe, including the Canadian benefits and pensions space and the US investment industry.
To see the deserving winners and luminaries who’ve taken the spotlight in the Canadian wealth industry and beyond, please click here.
