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 OpenNov 1, 2021

Survey CloseDec 3, 2021

5-Star Wholesalers

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

Survey OpenNov 15, 2021

Survey CloseNov 26, 2021

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 3, 2022

Survey CloseJan 28, 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 OpenJan 31, 2022

Survey CloseMar 11, 2022

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 OpenFeb 28, 2022

Survey CloseMar 25, 2022

5-Star Asset Managers

5-Star Asset Managers will identify the best asset managers in Canada as rated by advisors. This survey is open to all advisors across Canada.

Survey OpenMay 9, 2022

Survey CloseMay 20, 2022

Survey