Top 50 Advisors 2023 – Listing in order

Top 50 Advisors 2023

Assets under management, number of clients, and years in industry as of September 30, 2022

  • 2 Brian Kadey
    Kadey Group
    CG Wealth Management
    AUM: $901,074,000
    Number of clients: 55
    Years in industry: 35
  • 3 David LePoidevin
    LePoidevin Group
    CG Wealth Management
    AUM: $1,878,838,802
    Number of clients: 4,448
    Years in industry: 34
  • 4 Sophia Ito
    Nicola Wealth
    AUM: $872,990,864
    Number of clients: 164
    Years in industry: 18
  • 5 Karen Ikeda
    Nicola Wealth
    AUM: $1,477,785,406
    Number of clients: 225
    Years in industry: 28
  • 7 Marvin J. Schmidt
    The Schmidt Investment Group
    CIBC Private Wealth
    AUM: $925,000,000
    Number of clients: 173
    Years in industry: 28
  • 9 Craig Baun
    Baun & Pate Investment Group
    Wellington-Altus Private Wealth
    AUM: $930,000,000
    Number of clients: 477
    Years in industry: 25
  • 12 Matthew Langsford
    Langsford Wealth Counsel
    CG Wealth Management
    AUM: $505,000,000
    Number of clients: 487
    Years in industry: 23
  • 13 Kyle Richie
    Richie Feindel Wealth Management
    Richardson Wealth
    AUM: $625,000,000
    Number of clients: 380
    Years in industry: 23
  • 15 Tim Esplen
    Nicola Wealth
    AUM: $502,768,992
    Number of clients: 154
    Years in industry: 15
  • 16 Todd Degelman
    Degelman Pruden Group
    Wellington-Altus
    AUM: $643,000,000
    Number of clients: 448
    Years in industry: 29
  • 17 Gerald L. Goertsen
    DeThomas Wealth Management
    AUM: $601,983,634
    Number of clients: 3,589
    Years in industry: 21
  • 19 Vanessa Flockton
    Nicola Wealth
    AUM: $267,392,935
    Number of clients: 34
    Years in industry: 12
  • 20 Jason Nicola
    Nicola Wealth
    AUM: $481,265, 437
    Number of clients: 111
    Years in industry: 15
  • 21 Ida Khajadourian
    Khajadourian Wealth Management
    Richardson Wealth
    AUM: $635,401,926
    Number of clients: 130
    Years in industry: 22
  • 22 Andrew Feindel
    Richie Feindel Wealth Management
    Richardson Wealth
    AUM: $350,000,000
    Number of clients: 214
    Years in industry: 20
  • 23 Elie Nour
    Nour Private Wealth
    AUM: $412,000,000
    Number of clients: 634
    Years in industry: 16
  • 24 Colin Andrews
    The CM Group
    CIBC Wood Gundy
    AUM: $550,000,000
    Number of clients: 450
    Years in industry: 23
  • 25 Ethan Astaneh
    Nicola Wealth
    AUM: $273,219,959
    Number of clients: 118
    Years in industry: 14
  • 26 Nathalie Racine
    The Racine-Marcotte Advisory Group
    RBC DVM
    AUM: $446,000,000
    Number of clients: 520
    Years in industry: 28
  • 27 Bradley Jardine
    CIC Financial Group
    Aligned Capital Partners
    AUM: $406,160,141
    Number of clients: 767
    Years in industry: 37
  • 28 Wes Ashton
    Oakwater Wealth Counsel
    Harbourfront Wealth Management
    AUM: $450,000,000
    Number of clients: 385
    Years in industry: 21
  • 29 Brad Coutts
    Nicola Wealth
    AUM: $272,394,837
    Number of clients: 151
    Years in industry: 9
  • 30 Robert Luft
    Luft Financial
    iA Private Wealth
    AUM: $422,393,000
    Number of clients: 914
    Years in industry: 23
  • 32 Brian Peters
    Lecky Peters Advisory Group
    CG Wealth Management
    AUM: $186,000,000
    Number of clients: 696
    Years in industry: 17
  • 36 Darcie Crowe
    Crowe Private Wealth
    CG Wealth Management
    AUM: $360,640,000
    Number of clients: 360
    Years in industry: 12
  • 37 Mark Hewett
    Dekker Hewett Group
    CG Wealth Management
    AUM: $292,315,000
    Number of clients: 764
    Years in industry: 20+
  • 38 Erik Dekker
    Dekker Hewett Group
    CG Wealth Management
    AUM: $292,315,000
    Number of clients: 764
    Years in industry: 20+
  • 39 Ron Haik
    Nicola Wealth
    AUM: $71,276,819
    Number of clients: 44
    Years in industry: 29
  • 40 Francis Gingras Roy
    Diligence Wealth Management
    Manulife Securities
    AUM: $240,000,000
    Number of clients: 370
    Years in industry: 7
  • 44 Luke Kratz
    The Kratz Financial Group
    CIBC Wood Gundy
    AUM: $264,000,000
    Number of clients: 150
    Years in industry: 30
  • 45 Michael Holden
    Elevate Wealth Management
    QWealth Partners
    AUM: $192,597,941
    Number of clients: 375
    Years in industry: 31
  • 46 Travis Forman
    Strategic Private Wealth Counsel
    Harbourfront Wealth Management
    AUM: $152,230,066
    Number of clients: 396
    Years in industry: 23
  • 50 David Harris
    Green Private Wealth Counsel
    Harbourfront Wealth Management
    AUM: $88,000,000
    Number of clients: 220
    Years in industry: 23