Top 50 Advisors 2020

Discover who made the cut in Wealth Professional’s annual ranking of the 50 best advisors in the country

Top 50 Advisors 2020

Wealth Professional is proud to present the seventh annual Top 50 Advisors list. In total, this year’s Top 50 Advisors are managing more than $16 billion worth of assets, improving on last year’s total by close to $6 billion. Once again, this year’s list contains advisors from across the country, representing seven different provinces; British Columbia narrowly surpassed Ontario for the first time this year with the most advisors on the list (17 versus 15).

This year, the list is almost split down the middle between returning (26) and new (24) members. The years of experience amassed by this year’s Top 50 Advisors ranges from five to 37, highlighting both the current strength and the bright future of wealth management in Canada.

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METHODOLOGY
To compile the Top 50 Advisors list, Wealth Professional solicits nominations and submissions from advisors, industry professionals and investors. To determine which advisors make the final list, WP considers multiple factors, including overall AUM, AUM growth, number of clients and client growth. Each factor is given a specific weighting and entered into an equation that produces a score for each advisor; the final ranking is determined by that score. While these factors alone don’t measure an advisor’s overall abilities, in combination, they provide insight on an advisor’s performance and effectiveness.

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50. Kevin Haakensen, HollisWealth, a division of Industrial Alliance Securities

50. Kevin Haakensen, HollisWealth, a division of Industrial Alliance Securities

49. Paul Green, Harbourfront Wealth Management

49. Paul Green, Harbourfront Wealth Management

48. Ben Behseta, Coast Capital Wealth Management

48. Ben Behseta, Coast Capital Wealth Management

47. Don Emond, Assante Wealth Management

47. Don Emond, Assante Wealth Management

46. Jamie Townsend, Lawton Partners Wealth Management

46. Jamie Townsend, Lawton Partners Wealth Management

45. Francis Gingras Roy, Manulife Securities

45. Francis Gingras Roy, Manulife Securities

44. Christine LaLiberte, Manulife Securities

44. Christine LaLiberte, Manulife Securities

43. Karen Ikeda, Nicola Wealth

43. Karen Ikeda, Nicola Wealth

42. John Rathwell, HollisWealth, a division of Industrial Alliance Securities

42. John Rathwell, HollisWealth, a division of Industrial Alliance Securities

40. (tie) Mark Hewett, Canaccord Genuity Wealth Management

40. (tie) Mark Hewett, Canaccord Genuity Wealth Management

40. (tie) Erik Dekker, Canaccord Genuity Wealth Management

40. (tie) Erik Dekker, Canaccord Genuity Wealth Management

39. David Rutledge, TD Wealth Private Investment Advice

39. David Rutledge, TD Wealth Private Investment Advice

38. Sean Ryder, IG Private Wealth Management

38. Sean Ryder, IG Private Wealth Management

37. Brent Thomson, Nicola Wealth

37. Brent Thomson, Nicola Wealth

36. Jim Durnin, Assante Wealth Management

36. Jim Durnin, Assante Wealth Management

35. Allan Small, HollisWealth, a division of Industrial Alliance Securities

35. Allan Small, HollisWealth, a division of Industrial Alliance Securities

34. Stephen Ross, ScotiaMcLeod

34. Stephen Ross, ScotiaMcLeod

33. Matt Wilhelm, Sun Life Financial

33. Matt Wilhelm, Sun Life Financial

32. Dan Noonan, Harbourfront Wealth Management

32. Dan Noonan, Harbourfront Wealth Management

31. Serena Cheng, Richardson GMP

31. Serena Cheng, Richardson GMP

30. Wolfgang Klein, Canaccord Genuity Wealth Management

30. Wolfgang Klein, Canaccord Genuity Wealth Management

29. Maurice Pallone, Rothenberg Capital Management

29. Maurice Pallone, Rothenberg Capital Management

28. Elie Nour, Nour Private Wealth

28. Elie Nour, Nour Private Wealth

27. Rona Birenbaum, Caring for Clients

27. Rona Birenbaum, Caring for Clients

26. Darcie Crowe, Canaccord Genuity Wealth Management

26. Darcie Crowe, Canaccord Genuity Wealth Management

25. Lyle Rouleau, CIBC Wood Gundy

25. Lyle Rouleau, CIBC Wood Gundy

23. (tie) Dan LeBlanc, HollisWealth, a division of Industrial Alliance Securities

23. (tie) Dan LeBlanc, HollisWealth, a division of Industrial Alliance Securities

23. (tie) Colin White, HollisWealth, a division of Industrial Alliance Securities

23. (tie) Colin White, HollisWealth, a division of Industrial Alliance Securities

22. Wes Ashton, Harbourfront Wealth Management

22. Wes Ashton, Harbourfront Wealth Management

21. Robert Luft, HollisWealth, a division of Industrial Alliance Securities

21. Robert Luft, HollisWealth, a division of Industrial Alliance Securities

20. Brad Jardine, Aligned Capital Partners

20. Brad Jardine, Aligned Capital Partners

19. Alexandra Horwood, Richardson GMP

19. Alexandra Horwood, Richardson GMP

18. Sophia Ito, Nicola Wealth

18. Sophia Ito, Nicola Wealth

17. Rory O’Connor, Richardson GMP

17. Rory O’Connor, Richardson GMP

16. Bart Hunter, Scotia Wealth

16. Bart Hunter, Scotia Wealth

15. Jason Nicola, Nicola Wealth

15. Jason Nicola, Nicola Wealth

14. Nader Hamid, Industrial Alliance Securities

14. Nader Hamid, Industrial Alliance Securities

13. Howard Kwan, Nicola Wealth

13. Howard Kwan, Nicola Wealth

12. Roderick Mahrt, Wellington-Altus Private Wealth

12. Roderick Mahrt, Wellington-Altus Private Wealth

11. Frank Mauro, Wellington-Altus Private Wealth

11. Frank Mauro, Wellington-Altus Private Wealth

10. Kevin Hegedus, HollisWealth, a division of Industrial Alliance Securities

10. Kevin Hegedus, HollisWealth, a division of Industrial Alliance Securities

9. Kelly Hemmett, Harbourfront Wealth Management

9. Kelly Hemmett, Harbourfront Wealth Management

8. Kyle Richie, Investors Group Private Wealth Management

8. Kyle Richie, Investors Group Private Wealth Management

7. Gerald L. Goertsen, DeThomas Wealth Management

7. Gerald L. Goertsen, DeThomas Wealth Management

6. Rob Tétrault, Canaccord Genuity Wealth Management

6. Rob Tétrault, Canaccord Genuity Wealth Management

5. Chad Larson, Canaccord Genuity Wealth Management

5. Chad Larson, Canaccord Genuity Wealth Management

4. Reg Jackson, National Bank Financial

4. Reg Jackson, National Bank Financial

3. Rob McClelland, Assante Capital Management

3. Rob McClelland, Assante Capital Management

2. Todd Degelman, Wellington-Altus Private Wealth

2. Todd Degelman, Wellington-Altus Private Wealth

1. Faisal Karmali, CIBC Wood Gundy

1. Faisal Karmali, CIBC Wood Gundy