Get to know this year's Top 50 Wholesalers in Canada
Advisors are demanding it. They want wholesalers who can engage at portfolio manager depth, not brochure depth Canada’s Top Wholesalers can no longer act only as salespeople; they must be business partners. Industry leaders have shifted from “here’s what we offer” to “here’s how we can help you grow and better serve your clients.”.
Wealth Professional announces the 50 best fund wholesalers in Canada who act as business partners to advisors, enabling them to better serve their clients.
Among the best of the year are:
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Kaitlyn Davis of Desjardins Securite Financiere
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Jacob Lamanna of Desjardins Securite Financiere
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Harry Cheung of Dynamic
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Dimitri Antonopoulos of Dynamic
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Joanne Cheng of Dynamic
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Richard Petrungaro of Dynamic
Read the report to learn how highest-ranked wholesalers set same-day standards, understand how funds, ETFs, and structures perform through cycles, turn complexity into client-ready language, and use multiple channels.
