Best in Wealth - Annual Calendar

5-Star Leading Women in Wealth

5-Star Leading Women in Wealth will spotlight women leaders who have been making their voices heard in the industry. This survey is open to all women working in the wealth management industry across Canada

Survey OpenJul 18, 2022

Survey CloseAug 12, 2022

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

5-Star ESG Sustainability Companies

Survey OpenOct 10, 2022

Survey CloseNov 4, 2022

5-Star 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 18, 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

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