Best in Wealth

Special Reports 2024

Special Reports 2024

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

The Best Wealth Management Firms in Canada | 5-Star Wealth Management Firms

Celebrating the nation’s outstanding wealth management firms for their ability to combine expertise in compliance, technology, and portfolio management

Best in Wealth

Exploring the use cases for covered call bond ETFs

CIO & Portfolio Manager explains how advisors are using these ETFs since their launch late last year

Fixed Income

Best Financial Advisors in Ontario | 5-Star Advisors

Ontario’s leading advisors are recognized for their commitment and dedication in delivering outstanding service to their clients

Best in Wealth

Best Financial Advisors in Eastern Canada | 5-Star Advisors

Eastern Canada’s leading advisors are recognized for their commitment and dedication in delivering outstanding service to their clients

Best in Wealth

Top 25 portfolio management software and fintech providers in Canada

The leading wealth tech providers are recognized for elevating advisors’ ability to serve their clients with superior technical analysis, compliance, and customizable design features

Best in Wealth

The 50 Best Fund Wholesalers in Canada | 5-Star Wholesalers

From tailored solutions, communications skills, and comprehensive product knowledge, celebrating the key drivers behind success in fund distribution

Best in Wealth

Best in Wealth 2023

Recognizing the wealth professionals and companies across North America who have excelled and raised the bar

Best in Wealth

Top Female Financial Advisors in Canada | Top 50 Leading Women in Wealth 2023

WPC’s Top 50 Leading Women in Wealth 2023 showcases female advisors who have stood as trusted partners for their clients and led by example across the industry

Best in Wealth

The Best Financial Advisors Under 40 in Canada | Top 40 Under 40 Rising Stars 2023

The Top 40 Under 40 Rising Stars are the leading lights in the Canadian wealth industry, financial advisors who are giving their clients outstanding advice and mentoring colleagues to reach the same heights

Best in Wealth

Best Financial Advisors in Quebec | 5-Star Advisors 2023

Celebrating some of the best financial advisors in Quebec

Best in Wealth

Best Financial Advisors in Western Canada | 5-Star Advisors 2023

Celebrating the best financial advisors in Western Canada who are managing their clients’ wealth with industry-leading practises

Best in Wealth

Best Wealth Management Teams in Canada | 5-Star Advisory Teams 2023

Celebrating the 2023 WPC 5-Star Advisory Teams award winners – talented firms securing their clients’ future financial independence

Best in Wealth