Best in Wealth

Special Reports 2022

Special Reports 2022

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.

 

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

5-Star Wealth Technology Providers 2022

Thirty technology-driven firms have cutting-edge solutions to the most pressing challenges in wealth management

Best in Wealth

5-Star Asset Managers 2022

Wealth Professional spotlights 15 leading asset managers navigating a shifting industry

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5-Star CSR Strategies in Wealth 2022

Wealth Professional recognizes the organizations that support socially, economically and environmentally sound investing

Best in Wealth

5-Star Advisors (Quebec and Western Canada) 2022

These 30 industry-leading advisors in Quebec and Western Canada stand apart with alternative offerings, top-notch planning, and future-proofing initiatives

Best in Wealth

5-Star Advisory Teams 2022

Through holistic financial planning, technological innovation, and emotional support, these teams represent the best the industry has to offer

Best in Wealth

5-Star Brokerages 2022

From technology-focused platforms to alternative investments and inspiring cultures, Canada’s top brokerages are arming advisors for next-level service

Best in Wealth

5-Star Advisors (Ontario & Eastern Canada) 2022

WP recognizes 35 financial professionals who have distinguished themselves through outstanding client service

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5-Star Wholesalers 2022

This year’s winning wholesalers have competently enabled financial advisors to support the growth of their clients’ investments

Best in Wealth

Top 50 Advisors 2022

Wealth Professional salutes 50 advisors whose embodiment of excellence has catapulted them to the top of the industry

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5-Star Leading Women in Wealth

Wealth Professional spotlights 50 women who tackled the turbulent climate of the wealth industry in 2021 – and really made their mark

Best in Wealth

5-Star Wealth Tech Providers

We recognize the vendors who have gone above and beyond to help elevate advisory community

Best in Wealth

5-Star Asset Managers

Wealth Professional turned to advisors to find out which asset managers are delivering a winning combination of service, product range and innovation

Best in Wealth