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 2024 fiscal year.
Survey OpenOct 23, 2024
Survey CloseNov 17, 2024
Top 25 WealthTech Providers will recognize the best wealthtech providers in Canada as rated by advisors. This survey is open to all advisors across Canada.
Survey OpenNov 18, 2024
Survey CloseDec 13, 2024
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 3, 2025
Survey CloseFeb 28, 2025
Survey
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 3, 2025
Survey CloseMar 28, 2025
Survey