A NEW BREED OF ADVISOR
Wealth Professional strives to recognize the best in the wealth management industry. At the heart of that industry are the financial advisors and advisory teams who provide necessary advice to millions of Canadians each year, who are the focus of WP’s latest 5-Star Awards.
So what qualities define a 5-Star Advisor? The investors WP surveyed were asked to rank their advisors on communication, portfolio performance, product knowledge, client trust, client knowledge and customer service. Teams were evaluated on similar criteria, in addition to their key service offerings, differentiators, and value propositions.
The result was truly a snapshot of the future of the industry – those advisors and teams who made the final cut as 5-Star winners are going above and beyond investment management. They are helping clients with financial, tax and estate planning; offering them access to opportunities they might not be able to achieve on their own; and putting them in control of their financial well-being.
To find the best advisors in Canada, Wealth Professional undertook a rigorous marketing and survey process, reaching more than 200,000 investors across Canada. Investors were asked to nominate their advisors and rate them on six key criteria. From there, list of finalists was compiled, and one-on-one calls with nominators added qualitative research to the quantitative results from survey. The end result is a list of 5-Star Advisors who are recognized based not on AUM, but rather the service provided to their clients.
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I look forward to connecting with you again soon.
Maili Wong, CFA, CFP, FEA
Senior Portfolio Manager
If you have any questions about how this relates to you or your investment portfolio and financial plan, please give us a call at 778 655 2410 or email us at [email protected]