Meet this year's 5-Star Advisors – trusted ethical professionals putting clients first
Credentials, professionalism, and curiosity on how to continually evolve their service offering and advice with clients’ best interest in mind are the characteristics of what it means to be a top financial advisor in Canada in 2024.
Wealth Professional honours the best financial advisors in Quebec valued by their clients for their integrity, expertise and judgement.
Respondents shared their views on how the best advisors in Quebec go above and beyond their duty and data shows that the standouts are those that provide unconflicted advice, along with expert value-added insights around areas such as financial planning, trust/estate, and other complex matters.
Included in the showcase are:
- David Poliquin of BGY Wealth Management
- Gene Kim of Summit Private Wealth
- Georges Achkar of Manulife Securities
Access the list and discover how these top-tier advisors are leading the way in Canada’s biggest province.
