Discover how Quebec's top financial advisors are setting new standards with client-first strategies
Wealth Professional has unveiled the 2024 5-Star Advisors list for Quebec.
The list recognizes exceptional financial advisors dedicated to providing outstanding client service, with David Poliquin, Gene Kim, and Georges Achkar among the recognized names.
David Poliquin of BGY Gestion de portefeuille, iA Private Wealth has been named a 5-Star Advisor for the third consecutive year. He attributes his success to an unwavering commitment to putting clients’ interests first, no matter the financial implications.
“Recently, I recommended to a client that he pay back his debt of $3.6m. That meant less assets for us, less commissions, and fees, but I didn’t care. Honestly, it’s ‘client first’ all the way.” This ethos drives every decision Poliquin makes, reinforcing his dedication to ethical advice over profit.
Gene Kim of Summit Private Wealth at Mandeville Private Client, prides himself on building long-term, trusted relationships with his clients. Kim believes that understanding a client’s goals and aligning with their values is the cornerstone of effective wealth management.
“Sometimes we run into wealthy families, but it’s not quite the right fit for us, and that relationship won’t evolve into anything more than a preliminary discussion. Alignment is very important, if only to set the right expectations for everybody,” he explains.
Georges Achkar from Diligence Wealth Management at Manulife Wealth is another advisor recognized on the 5-Star list. Achkar’s approach centres on a conservative, client-focused strategy, prioritizing long-term stability over short-term gains.
“Typically, we are investing in defensive positions and in blue-chip stocks. We’re making sure we’re not following the next best thing, but basing ourselves on solid companies that we believe can weather any storm,” he says.
This cautious investment philosophy has resonated with his clients, particularly business owners and corporate professionals with over $1m in assets.
These professionals have not only demonstrated expertise but have also earned client trust through their client-centred approaches.
Margaret Franklin, president, and CEO of the CFA Institute, noted, “Trust is a critical element of the client and advisor relationship. This trust can only exist when professionals act with transparency, integrity, and candor.”
