Setting the bar for wealth management firms in a turbulent market
The financial industry has undergone economic disruptions over the past twelve months. Despite the impact on the economy, nine outstanding brokerages demonstrated the ability to uphold a high standard of excellence and thrive under challenging circumstances.
To determine this year’s 5-Star Brokerages, Wealth Professional Canada solicited applications from full-service brokerage firms across the country to explain how they excel in areas like culture, compliance, training, and technology.
To see all the 5-Star Brokerages for 2023, check out Wealth Professional’s full report here.
The winners highlighted the importance of driving innovation within the industry and adopting a growth-based mindset and customer-centric culture. Investing in technology and the education of staff members was also critical in the success of the top brokerages.
