Wealth Professional names 50 standout advisors shaping the future of client-first financial advice
Wealth Professional has released its 2025 list of 5-Star Advisors, spotlighting financial professionals across the country who have demonstrated consistent excellence in client service, strategy, and professional growth.
This year’s honourees include 50 standout advisors, each recognized for their commitment to building trusted client relationships and delivering tailored financial guidance.
Leading the list is Chris Arthur of Dunbrook Associates. Arthur brings over three decades of experience in wealth management, focusing on intergenerational planning and executive retirement solutions.
He supports business owners and professionals by developing tailored strategies that aim to grow and preserve wealth.
“A client’s plan is only as good as their commitment to it and the advice that supports it,” says Arthur, who continues to advise clients on navigating life stages and transitions with confidence.
Evan Inglis of IG Wealth Management has built a 27-year career on trust, education, and holistic financial guidance. Inglis leads a team that specializes in goals-based planning for families and business owners.
His services include investment portfolio design, retirement planning, and insurance strategies. “Our success is measured by how confident clients feel when working with us,” Inglis says.
The spotlight also shines on Beau Banerjee, vice president of wealth strategies at The Heritage Group – Private Financial Services. Banerjee is celebrated for prioritizing human-first values in client service. He embraces technology to enhance—not replace—the relationships that form the core of his practice.
Carl Achkar of iA Private Wealth is known for delivering personalized portfolio advice that aligns with his clients’ financial and lifestyle goals. His practice is grounded in helping investors through each stage of life with proactive support and transparent guidance.
François-Julien Duffaud of Manulife Wealth combines a background in finance and business management with a passion for building structured financial plans. His approach centres on long-term outcomes and empowering clients through strategic decisions.
Georges Achkar of Manulife Wealth – Diligence Wealth Management works with business owners and professionals to implement comprehensive financial strategies, including investment, tax, and estate planning. His practice focuses on long-term relationships and tailored solutions.
John Soutsos of IPC Securities Corporation – Med-Wealth Financial Services has nearly 40 years of experience and meets clients every four to six months. His long-standing portfolio strategy integrates a macroeconomic view, targeting sectors like healthcare and consumer staples.
Maja Bekic of Designed Wealth Management is known for her empathetic and educational approach to wealth planning. As founder of Redline Wealth Management, she works primarily with professional women.
Winners also included Gene Kim of Summit Private Wealth (Mandeville Private Client Inc.), Tina Tehranchian of Assante Capital Management Ltd., and many more.
These advisors—along with dozens more named on this year’s list—reflect the evolving standards of excellence in wealth management. Their diverse approaches share a common goal: building client trust and delivering meaningful, results-driven financial guidance.
Explore the full list of 5-Star Advisors here.
Discover more top-performing professionals featured at the Wealth Professional Awards.
