WP unveils the cream of the crop

WP unveils the cream of the crop

WP unveils the cream of the crop Wealth Professional is proud to announce the Top 50 Financial Advisors in Canada list, featured in the latest issue of WP Magazine.

The purpose of the list is to give recognition to Canada’s most hard-working and successful advisors, whose dedication to the profession often gets overlooked.

Results are objective and based on specific performance criteria including increase of AUM, individually-generated business revenue, client retention and new business generation.

WP thanks all the advisors who took the time to enter and congratulates all who made the grade.

We encourage our readers to enter again, or for the very first time, next year.

Here are WP's top 25 advisors in Canada.
  1. Bill McElroy, The William Douglas Group Inc., Manulife Securities Incorporated
  2. Léony deGraaf, deGraaf Financial Strategies MGA, Gryphin Advantage
  3. Nathan Leibowitz, Assante Wealth Management, Assante Wealth Management
  4. Anita Dalakoti, Dalakoti Financial & Insurance Services Inc., Sun Life Financial
  5. Charles Jiang, Queen Financial Group Inc.
  6. Nick Bakish, Investors Group Financial Services Inc.
  7. Stephen Jones, Assante Financial Managment Ltd.
  8. John De Goey, BBSL
  9. Cyrilla Saunders, Saunders Wealth Advisory Group
  10. Tim Kelly, Sun Life Financial
  11. Gene Kim, Summit Private Wealth Inc., Manulife Securities Inc.
  12. Don Taylor, Taylor Spies Wealth Management, Nesbitt Burns
  13. Eva Rubinstein, RD Wealth Management, BMO Nesbitt Burns
  14. Luke Kratz, Kratz Group, CIBC Wood Gundy \
  15. Chad Price, Odlum Brown Limited
  16. Shafik Hirani, Shafik Hirani Private Wealth Management, Investors Group
  17. Reg Jackson, JMRD Wealth Management Team, National Bank Financial
  18. Peter Boronkay The Boronkay Team Raymond James Ltd.
  19. Chet Brothers Brothers & Company Financial, FundEX Investments Inc.
  20. Rob McClelland, The McClelland Financial Group, Assante Capital Management Ltd.
  21. Laurie Bonten, The Bonten Group, National Bank Financial
  22. Brian McGorman, The McGorman Investment Team, CIBC Wood Gundy
  23. Wolfgang Klein, Canaccord Genuity Wealth Management
  24. Michael Trklja, CDSPI Advisory Services
  25. Mike Lakhani, Tax Matters for Dentists (TMFD), Assante Wealth Management
For the full listing, check out the latest issue of  WP's e-magazine

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  • Doug McCaw 2014-01-29 1:05:50 PM
    Congratulations to all!
    Post a reply
  • Brian Shumak 2014-01-29 1:48:16 PM
    The list is exceedingly subjective as to the criteria used Moreover, I think that the term financial advisor is also misused in the list. Wealth Advisor, Money Manager, Portfolio Advisor etc would qualify. If you are using the term Financial Advisor, I would then respectfully suggest that AUM and AUM growth have nothing to do with the cream of the crop.

    To suggest that it does is actually something that comprehensive planners (not those who simply sell investments) likely are offended by
    Post a reply