What groups are excelling in Canada’s highly competitive wealth management space?
Two heads are better than one, and the same can usually be said for numbers greater than that. With clients expecting a full range of services from their advisor, the benefits of operating as part of a team of specialists are clear. Wealth Professional Magazine therefore seeks your input on what teams are thriving and driving the industry forward. Whether it’s a small independent practice, or a group under the umbrella of a financial services giant, we want to know what teams are producing results for their clients and enhancing the reputation of financial advisors across Canada.
Please take the time to nominate an advisory team you consider outstanding by completing the following survey.
https://www.surveymonkey.com/r/WPC-Outstanding-Advisory-Teams-2017
Please take the time to nominate an advisory team you consider outstanding by completing the following survey.
https://www.surveymonkey.com/r/WPC-Outstanding-Advisory-Teams-2017