Wealth Professional Canada's Top 50 Financial Advisors

Wealth Professional Canada's Top 50 Financial Advisors

Wealth Professional Canada
Wealth Professional Canada's Top 50 Financial AdvisorsThe time has come to recognize the country’s finest planners as  we unveil Wealth Professional’s inaugural list of the top 50 financial  advisors in Canada. In a trailblazing initiative, the industry’s top  performers are finally being rewarded for their excellence.

Too often the tireless and vital work that financial planners  perform is overlooked in terms of recognition. Wealth Professional  would like to put that right. This issue is dedicated to making  heroes out of the most hard-working and successful advisors in  Canada, which was the driving force behind this presentation of  the top 50 advisors in Canada.
 
Of course it fell to you to make a submission, but what was the  methodology behind the rankings? The results are purely objective  and based on fixed criteria of performance. The first two aspects  we ranked were the increase of assets under management (AUM)  in the financial year ended October 31, 2013, and revenue the  individual contributed to the business. Due to their vital role,  these aspects of performance were given heavy weighting. Other aspects ranked were client retention, new clients introduced to the business, new business as a percentage of total client base and AUM per client managed by the individual planner. This is all designed to provide a good cross section of well-rounded planners.

Thanks to all the advisors who took the time to enter and congratulations to all those who made the cut. As part of Wealth Professional’s wider ethos to not just inform our readers, but also actively find ways to improve their business and profitably, we hope making the rankings will have a profound impact on your reputation.

We hope you enjoy the rundown and if you did not enter this year, we hope that you will do so the next time.
 
Rank Name Picture Company
1 Bill McElroy Wealth Professional's Top 50 Advisor: Bill McElroy The William Douglas Group Inc.
2 Léony deGraaf Wealth Professional's Top 50 Advisor: Léony deGraaf Hastings DeGraaf Financial Strategies
3 Nathan Leibowitz Wealth Professiona's Top 50 Advisor: Nathan Leibowitz Assante Wealth Management
4 Anita Dalakoti Wealth Professional's Top 50 Advisor: Anita Dalakoti Dalakoti Financial & Insurance Services Inc
5 Charles Jiang Wealth Professiona's Top 50 Advisor: Charles Jiang Queen Financial Group Inc
6 Nick Bakish Wealth Professional's Top 50 Advisor: Nick Bakish Investors Group Financial Services Inc., Financial 
Services Firm
7 Stephen Jones Wealth Professional's Top 50 Advisor: Stephen Jones Assante Financial Managment Ltd
8 John De Goey Wealth Professional's Top 50 Advisor: John De Goey BBSL
9 Cyrilla Saunders Wealth Professional's Top 50 Advisor: Cyrilla Saunders Saunders Wealth Advisory Group (SWAG)
10 Tim Kelly Wealth Professional's Top 50 Advisor: Tim Kelly Tim Kelly Sun Life Financial
11 Gene Kim Wealth Professiona's Top 50 Advisor: Gene Kim Summit Private Wealth Inc
12 Don Taylor Wealth Professional's Top 50 Advisor: Don Taylor Taylor Spies Wealth Management
13 Eva Rubinstein Wealth Professional's Top 50 Advisor: Eva Rubinstein RD Wealth Management
14 Luke Kratz Wealth Professiona's Top 50 Advisor: Luke Kratz Kratz Group
15 Chad Price Wealth Professional's Top 50 Advisor: Chad Price Odlum Brown Limited
16 Shafik Hirani Wealth Professional's Top 50 Advisor: Shafik Hirani Shafik Hirani Private Wealth Managment
17 Reg Jackson Wealth Professional's Top 50 Advisor: Reg Jackson JMRD Wealth Management Team
18 Peter Boronkay Wealth Professional's Top 50 Advisor: Peter Boronkay The Boronkay Team
19 Chet Brothers Wealth Professional's Top 50 Advisor: Chet Brothers Brothers & Company Financial
20 Rob McClleland  Wealth Professional's Top 50 Advisor: Rob McClleland The McClelland Financial Group
21 Laurie Bonten Wealth Professional's Top 50 Advisor: Laurie Bonten The Bonten Group
22 Brian McGorman Wealth Professional's Top 50 Advisor: Brian McGorman The McGorman Investment Team
23 Wolfgang Klein Wealth Professional's Top 50 Advisor: Wolfgang Klein Canaccord Genuity Wealth Management
24 Michael Trklja Wealth professional's Top 50 Advisor: Michael Trklja CDSPI Advisory Services
25 Mike Lakhani Wealth Professional's Top 50 Advisor: Mike Lakhani Tax Matters for Dentists (TMFD)
26 Paul Johnson Wealth Professional's  Top 50 Advisor: Paul Johnson Johnson Legacy Wealth Management
27 Elie Nour Wealth Professional's Top 50 Advisor: Elie Nour Elie Nour Group
28 William Vastis Wealth Professional's Top 50 Advisor: William Vastis The William Vastis Wealth Management Group
29 Eric Davis Wealth Professional's  Top 50 Advisor: Eric Davis Davis Wealth Management Team
30 Brian S. Jones Wealth Professionl's Top 50 Advisor: Brian Jones Brian Jones Wealth Management
31 Rona Birenbaum Wealth Professional's Top 50 Advisor: Rona Birenbaum Caring for Clients
32 David Christianson Wealth Professional's Top 50 Advisor: David Christianson Christianson Wealth Advisors
33 Penny Meadows Wealth Professional's Top 50 Advisor: Penny Meadows CIBC
34 Gillian Stovel Rivers Wealth Professional's Top 50 Advisor: Gillian Stovel Rivers Assante Financial Management
35 Neil R. McIver Wealth Professional's Top 50 Advisor: Neil McIver McIver Wealth Management Consulting Group R
36 Kevin Webber Wealth Professional's Top 50 Advisor: Kevin Webber Webber Brodlieb and Associates
37 Joel David Wealth Professional's Top 50 Advisor: Joel David CIBC Wood Gundy
38 David Allard Wealth Professional's Top 50 Advisor: David Allard Navigation Wealth Management
39 Ronald Rusnak Wealth Professional's Top 50 Advisor: Ronald Rusnak Rusnak Financial Ltd.
40 Amod P. Lokre WPCA Top 50 Advisor: Amod P. Lokre Edward Jones Investments
41 Jeff Watchorn Wealth Professional's Top 50 Advisor: Jeff Watchorn and Oliver Gilbert CIBC Wood Gundy
42 Oliver Gilbert Wealth Professional's Top 50 Advisor: Jeff Watchorn and Oliver Gilbert CIBC Wood Gundy
43 Jim Baumgartner Wealth Professional's  Top 50 Advisor: Jim Baumgartner National Bank Financial
44 Brian Lonsdale Wealth Professional's Top 50 Advisor: Brian Lonsdale Lonsdale Financial Group
45 David J. Ritcey Wealth Professional's Top 50 Advisor: David Ritcey The Ritcey Team
46 Terry Heavisides Wealth Professional's Top 50 Advisor: Terry Heavisides Prarieview Wealth Management
47 Lyle Rouleau Wealth Professional's Top 50 Advisor: Lyle Rouleau Rouleau Investment Group
48 Jack Panteluk Wealth Professional's Top 50 Advisor: Jack Panteluk The Panteluk Wealth Advisory Group
49 Paul Hurwitz Wealth Professional's Top 50 Advisor: Paul Hurwitz Raymond James Ltd.
50 Glen Lyster Wealth Professional's Top 50 Advisor: Glen Lyster Lyster Financial

Weal Professional Canada Top 50 Advisor 2014

To read the full feature, click on the following link Wealth Professional Canada Top 50 Advisor for 2014