Best in Wealth 2023

Celebrating the outstanding
organizations and professionals in the
wealth industry in Canada and the US

All throughout 2023, Key Media’s 30-strong Intelligence Unit researched and produced a series of Special Reports, each showcasing the top-performing wealth professionals and companies across a number of important professional categories. All of our 172 published reports over the past 12 months have already attracted 2.4 million online pageviews, as we’ve crowned 5,044 deserving winners globally.

In the process, 300,000 readers across Canada and the US have been sent our surveys. The culmination of all that extensive reporting is our annual Best in Wealth digital
edition. The Best in Wealth recognises the wealth management award winners from 2023’s Special Reports and features a combined 422 individuals and companies from
the sector.

This prestigious list provides a definitive annual collection of those who have delivered outstanding results, introduced new initiatives, refined existing working practices, and also acted as a source of inspiration to colleagues.

One of 2023’s winners, Sheena Schreiner of Cresco Wealth Management says, “To be recognized among this incredible group of women as one of the Top 50 Leading Women in Wealth, has been an incredible honour. Women have an important role in wealth management, and this has given me the confidence that I/we belong and we are making a meaningful impact in our client’s lives. I hope that this type of recognition will inspire more women to take that leap and
join us.” 

Fellow Top 50 Leading Women in Wealth winner, Godfroy Financial’s Alynn Godfroy adds, “To be with the amazing calibre of phenomenal advisors in our industry is an absolute honour. I pride myself in teaching everyone that I meet something about finances, whether it be a client, prospect, family member, or one of the hundreds of people that attend my taxes in retirement and estate planning workshops.” 

Jonathan Rathwell of Rathwell Financial comments, “To be named one of the Top Rising Stars in Canada is an award I never thought I would attain.  I couldn't be more honoured to be recognized with such a prestigious accomplishment.  This only fuels my ambition to do better and achieve even more.”

This annual guide was curated and published by Benefits and Pensions Monitor, InvestmentNews, and Wealth Professional Canada.

We also thank the following bodies for their help with our reports: 

  • Canadian Association of Alternative Strategies & Assets

  • Women in Capital Markets

  • Investments & Wealth Institute

Below is the Best in Wealth 2023. We hope you enjoy discovering those who we believe are shining brightest and building a better future for the wealth industry.   

Best in Wealth 2023


Best in Wealth 2023


5-Star Advisors

  • Eastern Canada
  • Ontario
  • Quebec
  • Western Canada


  • 5-Star Advisory Teams


  • 5-Star Brokerages


  • Fastest-Growing Fee-Only RIAs


Hot List

  • Canada
  • US


  • Service Provider Awards


  • Top 40 Under 40 Rising Stars


  • Top 50 Advisors


  • Top 50 Leading Women in Wealth


  • Top 50 Wholesalers


  • Top Employers


  • Top Regional Fee-Only RIAs

Best in Wealth 2023