Learn about the qualities that make a top advisory team in Canada
Wealth Professional’s 2023 5-Star Advisory Teams celebrates outstanding wealth-management teams in Canada with different areas of expertise and customizable offerings.
The 58 awardees, 82% of which have 15 or fewer team members, made meaningful contributions to their clients and the financial services industry by being proactive in client relationships and providing personalized solutions to navigate challenges.
Ontario has the most winners this year, with 23 teams, followed by Alberta and British Columbia, with 11 each. The awardees also shared long-term strategies, such as maintaining transparency with their clients and continually evolving with the times, that gave them a competitive differentiator over other teams.
The report also highlights the importance of diligently delivering for clients that earn their loyalty, whether it's by following a trend toward more independent brokerage financial advisors, adapting to technological advancements to drive better service quality, or offering more all-encompassing wealth management services.
Read the full report to find out how Canada’s talented firms, like the LePoidevin Group, are securing their clients’ future financial independence.
