Best in Wealth - Annual Calendar

Top 50 Advisors

The best individuals will be ranked based on assets under management, AUM growth, certifications achieved, and organic client growth introduced to the business during the 2021 fiscal year.

Survey OpenOct 3, 2022

Survey CloseOct 28, 2022

Top 50 Wholesalers

Wealth Professional is researching who are the best wholesalers in Canada, based on the service they offer to advisors.

Survey OpenNov 7, 2022

Survey CloseNov 25, 2022

5-Star Brokerages

5 Star Brokerages will rank the most successful brokerages based on a number of factors such as premium income, client retention, policies written and new clients. This survey is open to all brokerages with three or more brokers writing business (including licence holders or authorised representatives) and be independently branded and headquartered in Canada.

Survey OpenNov 21, 2022

Survey CloseDec 16, 2022

Survey

5-Star Advisors

5-Star Advisors will identify the best advisors in Canada as rated by investors. This survey is open to all advisors across Canada.

Survey OpenJan 23, 2023

Survey CloseFeb 17, 2023

5-Star Advisory Teams

5-Star Advisory Teams will identify the best teams advisors in Canada as rated by investors. This survey is open to all advisory teams across Canada.

Survey OpenMar 6, 2023

Survey CloseMar 31, 2023

Top 40 Under 40 Rising Stars

Survey OpenJun 5, 2023

Survey CloseJun 30, 2023