Wealth Professional's special reports provide an expert-collated resource for the industry when looking for best-in-class partners and the most revered service providers.
The Special Reports also provide an opportunity to honor the top companies and individuals in the industry for their hard work and commitment to innovation. This year, Wealth Professional will produce a comprehensive portfolio of special reports covering a plethora of topics and agendas that are top of mind for professionals and most pertinent to the industry.
Our User Guide details the entire process from the initial research stage to final publication, and also introduces the team members who work on our special reports in a variety of roles.
To view the entire schedule and participate in the surveys that are integral to revealing the trends and conversations that matter, please visit our Annual Calendar
Celebrating Canada's top female financial advisors and professionals whose passion, leadership, and mentorship are leading the wealth industry forward
Recognizing the best young financial advisors and professionals providing cutting-edge insight and diligent service to clients across Canada
Honouring the best financial advisors in Western Canada valued by their clients for their integrity, expertise and judgement
Honouring the best financial advisors in Quebec valued by their clients for their integrity, expertise and judgement
The best wealth management firms in Canada display a steadfast commitment to an employee-centred approach
Recognizing the best wealth management firms and teams in Canada who are delivering for clients and are at the industry’s leading edge
Celebrating the nation’s outstanding wealth management firms for their ability to combine expertise in compliance, technology, and portfolio management
Ontario’s leading advisors are recognized for their commitment and dedication in delivering outstanding service to their clients
Eastern Canada’s leading advisors are recognized for their commitment and dedication in delivering outstanding service to their clients
The leading wealth tech providers are recognized for elevating advisors’ ability to serve their clients with superior technical analysis, compliance, and customizable design features
From tailored solutions, communications skills, and comprehensive product knowledge, celebrating the key drivers behind success in fund distribution
Recognizing the wealth professionals and companies across North America who have excelled and raised the bar
