From financial planning to investments, risk management, and attention to detail, these teams know how to win clients' trust
For the third year running, Wealth Professional is proud to announce the best 5-Star Wealth Advisory teams in Canada.
Canadians across the wealth and income spectrum are struggling to navigate a panoply of unprecedented challenges – elevated inflation, a rising-rate environment, market volatility, tax changes, and more.
The shifting economic landscape has critical implications across the demographic spectrum. From wealth-building to retirement, succession, and estate planning, maintaining financial peace of mind and achieving life goals is becoming more complicated across the board.
Against that backdrop of turbulence and evolution, Wealth Professional’s 5-Star Advisory Teams 2023 are stepping up. Armed with experience, expertise, and empathy, Canada’s top wealth advisory teams are demonstrating just what it takes to gain and retain client business, through good times and bad.
To provide truly holistic services, the best wealth management teams in Canada are building deep benches. Rather than one master-of-all-areas, practices today are increasingly composed of multi-specialist dream teams that include portfolio managers, financial planners, wealth advisors, and more. They’re also leveraging the latest technology to provide smooth client experiences and making deliberate efforts to engage with clients by sending relevant educational content and reaching out during crucial life milestones.
These top planning professional teams, representing eight provinces, were selected after an extensive nomination process, with investors across Canada sharing what key service offerings set them apart and how they provide value to clients.
Nearly four fifths of Wealth Professional’s 5-Star Wealth Advisory Teams for 2023 have between three and 15 members. Almost a tenth are supersized teams, with deep benches that include more than 20 members.
This year’s crop of top teams are also evenly spread across the experience spectrum. Around one quarter are relatively young practices, having been established for just one to five years. Almost three tenths were veteran teams with more than two decades’ experience.
Among the 5-Star Wealth Advisory Teams for 2023, WP is proud to feature The Lepoidevin Group with CG Wealth Management. A three-time winner of the advisory teams award, the group is headed by David Lepoidevin, whose multi-decade career in the investment industry includes successfully predicting the financial collapse of 2008.
“By conducting our own research, and avoiding market fads and cookie-cutter solutions, such as 60-40 balanced mutual funds, we have provided consistently attractive returns to clients through all market cycles,” Lepoidevin says.
Wealth Professional's 5-Star Advisory Teams 2023 Report is supported by the Canadian Association of Alternative Strategies and Assets. CAASA is Canada’s largest association representing the alternative investment industry with more than 370 members nationwide — including alternative investment managers, pension plans, foundations, endowments, family offices, and service providers.
To view the full list of Wealth Professional’s 5-Star Advisory Teams for 2023, click here.
