Who are the best fund wholesalers in Canada? Find out in this report
As advisors course the ever-evolving landscape of financial products and market trends, fund wholesalers serve as invaluable allies, offering expertise, support, and access to diverse investment opportunities.
The Top 50 Wholesalers of 2024, voted by advisors across the country, forged their successful ways of working by having an excellent source of information, knowing their own and competitors’ products, understanding portfolio construction, and realizing what types of clientele suit products best for the risks and benefits.
The awardees this year forged their successful ways of working by having an excellent source of information, knowing their own and competitors’ products, understanding portfolio construction, and realizing what types of clientele suit products best for the risks and benefits.
2024’s prestigious list includes:
- Tesha Gray of Mackenzie Investments Canada
- Brent Paul of Mackenzie Investments Canada
- Gregory Rank of Mackenzie Investments Canada
- Krishan Lad of Ninepoint Partners
- Zachary Sikorski of Sun Life Canada
- Amelie Laferriere of Sun Life Canada
- Luc Laverdiere of iA Clarington Investments
Access the report and meet the master dealmakers in Canada’s wealth management industry.