Wealth Professional unveils the elite financial advisors putting Western Canada on the map
Once again, it’s with great pride that Wealth Professional is unveiling the best financial advisors in Western Canada.
From cultivating high-touch exclusive relationships in the ultra-high-net-worth space to pushing the boundaries of literacy on alternative investments, the top wealth advisors in Western Canada are living proof that elite client service pays dividends in the financial services business.
Through ever-mounting regulatory expectations, challenging economic conditions, and turbulent markets, these wealth professionals have shown how excellence persists and thrives even through the most daunting obstacles.
With practices based in Manitoba, Saskatchewan, Alberta, and British Columbia, the best financial advisors in Western Canada for 2023 have built solid businesses on comprehensive education, personalized wealth management, and an expert grasp of markets, asset classes, and investment products.
“They [clients] expect you to have not just good product knowledge but expert product knowledge, especially in the higher wealth brackets,” says Thane Stenner, who caters to an uber-exclusive book of UHNW clients at Stenner Wealth Partners+ at CG Wealth Management. “At the end of the day, we're in the business of serving our clients first and foremost exceptionally well.”
The ability to cultivate trust among their clientele even as economic conditions threaten a near-term recession, manage portfolio risk through innovative private-market vehicles, and maintain peace of mind through clear communication are just some of the calling cards that elevate wealth management in the West.
“That's the overarching process we use with clients,” says Chris Anderson of Riverrock Private Wealth Partners at Harbourfront Wealth Management. “We really drill down and simplify the communication and put things in terms they'll understand.”
“We regularly provide financial literacy education to investors,” adds Wenbo (Davis) Zhang of Pinnacle Wealth Brokers. “Financial literacy is the key for clients to manage their own portfolios and manage their own families well.”
This year, WP casts the spotlight on five exceptional 5-Star Advisors in Western Canada:
- Chris Anderson, Riverrock Private Wealth Partners at Harbourfront Wealth Management;
- Davis Zhang, Pinnacle Wealth Brokers;
- Martin Cloutier, Prestige Private Wealth at Harbourfront Wealth Management;
- Scott Starratt, Starratt Wealth Management at CG Wealth Management; and
- Thane Stenner, Stenner Wealth Partners+ at CG Wealth Management.
The full report on Wealth Professional’s 5-Star Wealth Management Advisors can be viewed here.
