We showcase the firms that have gone above and beyond in helping advisors meet the needs of their clients
The global pandemic supercharged a lot of trends within the wealth management industry and more than ever, clients are looking to advisors to provide next-level support. Fortunately, Canada’s 5-Star Brokerages are helping financial professionals answer the call.
To find the 5-Star Brokerages of 2022, Wealth Professional solicited applications from brokerage firms across Canada, inviting applicants to explain how they were excelling in key areas like culture, compliance, training, and technology. To be eligible, each firm had to be a full-service brokerage with a minimum of three locations.
To see all the 5-Star Brokerages for 2022, check out Wealth Professional’s full report here.
Among the 12 standouts from this year’s list, WP cast a spotlight on three winners. Click on the links for full profiles:
For many independents, putting technology at the forefront of their growth strategy has provided clear benefits. “A technology-first independent brokerage can gain an advantage over some of the incumbents and the industry stalwarts that have significant amounts of legacy technology,” according to Jordy Chilcott, president at Wellington‑Altus Private Wealth.
And by fostering a spirit of collaboration and a sense of shared ownership, the most outstanding brokerages in Canada also inspire advisors to rise above the crowd. “We like to share the pie. We want to make sure that everyone working within the firm feels that they get to participate in the success of what we achieve together,” says David Sung, president at Nicola Wealth, in a snippet from the full report.
