The results are in! See who came out on top of this year's Wealth Professional Top 50 Advisors list
Once again, Wealth Professional Canada Magazine is proud to present the Top 50 Advisors list. The list spotlights 50 advisors who capably steered their clients through the tumult of COVID-19 while also managing to grow their business.
The 2021 Top 50 Advisors List is a mix of familiar faces (32 of this year’s honorees also made the list in 2020) and new blood. In total, the 50 advisors who made the list this year are managing more than $18.5 billion in assets, up from last year’s total of $16 billion. They represent a wide range of experience (from two to 50-plus years in the business) and are spread across seven different provinces.
This year’s list truly encompasses the breadth of individuals in the wealth management industry. WP talks to this year’s Top 50 Advisors about their reasons for getting into the industry, their proudest moments as advisors, how they dealt with the challenges of the COVID-19 pandemic and what they’re hoping to accomplish in the year ahead.
Methodology
To compile the Wealth Professional Top 50 Advisors list, WP first solicits nominations from advisors, industry professionals and clients; only the advisors nominated are eligible for the list. The final list is based on each advisor’s weighted ranking in four categories: overall AUM, AUM growth, client growth (both between October 2019 and October 2020) and, new this year, the advisor’s total certifications beyond a bachelor’s degree and basic securities licence.
Once received, all information was verified by WP with the advisor’s compliance department. The magazine’s data and analytics team then tabulated the ranking for each advisor in each category and combined those scores to form the final ranking for the 2021 Top 50 Advisors list.
Topping this year’s list was Nicola Wealth’s Karen Ikeda. Ikeda ranked at or near the top in all the ranking categories. She has the largest book of any member of the list and saw impressive growth over the past year. “It is an honor to be recognized as the top advisor among this esteemed group,” she says. “This confirms how a committed work ethic, a dedication to clients and a steadfast approach to planning can truly reap rewards, particularly in a year as volatile as 2020.”
To see who made the list and where they rank click here.
