Best in Wealth - Annual Calendar

5-Star Wealth Management Firms

5-Star Wealth Management Firms 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 wealth management firms with three or more brokers writing business (including licence holders or authorised representatives) and be independently branded and headquartered in Canada.

Survey OpenFeb 19, 2024

Survey CloseMar 15, 2024

Survey

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 25, 2024

Survey CloseApr 19, 2024

Top Employers

Top Employers will recognise the best wealth employers across Canada as rated by their employees.

Survey OpenApr 22, 2024

Survey CloseMay 10, 2024

5-Star Advisors - Western Canada

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

Survey OpenMay 6, 2024

Survey CloseMay 31, 2024

5-Star Advisors - Quebec

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

Survey OpenMay 6, 2024

Survey CloseMay 31, 2024

Top 40 Under 40 Rising Stars

The tenth annual Wealth Professional Rising Stars report is back to showcase 40 of the industry's best and brightest young professionals in the wealth management industry.

Survey OpenJul 1, 2024

Survey CloseJul 26, 2024