Canada’s leading wholesalers raise the bar on service, strategy, and advisor support
Wealth Professional announces its Top 50 Wholesalers for 2026, recognising the fund wholesalers who have moved furthest from product pushers to true business partners for Canadian advisors.
This year’s honourees stood out in a competitive field for their ability to translate complex markets into clear, client‑ready ideas, respond quickly when situations turn, and show up with insight rather than a script.
Advisors rated nominees on product knowledge, response time, communication, accessibility, understanding of their business, and the lasting value they contribute to both practice growth and client outcomes.
Within that national cohort, several wholesalers earned exceptional feedback for combining technical depth with disciplined follow‑through and a visible commitment to advisors’ long‑term success.
Here is a closer look at some of the 2026 Top 50 Wholesalers.
Jacob Lamanna treats his Toronto‑area territory like a start‑up, building it from near scratch into one of Desjardins Investments’ top‑performing regions.
Drawing on experience with an IIROC advisory team and early sales roles, he focuses on thoughtful outreach, strong first impressions, and “pull” events that help advisors explain complex solutions with repeatable, plain‑language stories.
Kaitlyn Davis has turned a challenging territory at Desjardins Investments into a growth engine, quickly moving into the firm’s top tier for mutual fund flows.
She pairs technical range across principal‑protected notes, ETFs, and mutual funds with a highly accessible, 24‑hour‑response service model that keeps every recommendation anchored in each advisor’s book and client base.
With nearly two decades at Dynamic Funds and a CIM designation, Dimitri Antonopoulos approaches wholesaling as a partnership, investing time to understand each practice before proposing solutions.
Advisors value his emphasis on listening first and his clear frameworks in volatile markets, a long‑term approach that has earned him repeated national recognition, including multiple Wealth Professional Top 50 Wholesaler nods.
As vice‑president, business development at Dynamic Funds, Harry Cheung serves one of Canada’s most competitive advisor markets, bringing nearly two decades of wealth and asset management experience.
Advisors turn to him for calm, informed market commentary and practical portfolio positioning ideas, supported by consistent availability for case work, joint meetings, and strategy sessions.
Joanne Cheng, vice‑president, business development at Dynamic Funds, brings more than 20 years of experience across TD Mutual Funds, Dynamic, and Sun Life Financial, giving advisors a broad, cross‑platform perspective.
Known for her relevance and preparation, she focuses on specific income, growth, and diversification needs, curating solutions that fit existing line‑ups and helping her earn top year‑over‑year net sales recognition in 2025.
Richard Petrungaro, vice‑president, business development at Dynamic Funds, has spent more than 20 years building advisor relationships across the GTA and York Region, blending CFP and CIM credentials to support complex planning and investment cases.
Advisors describe him as prepared, responsive, and candid, with a talent for turning sophisticated ideas into actionable steps – a consistency reflected in his repeat Wealth Professional Top 50 Wholesaler appearances, including 2024 and 2026.
These six professionals are only a small sample of the 50 wholesalers recognised which spans firms and territories across the country.
To see every winner, understand the full methodology, and explore more examples of what best‑in‑class wholesaling looks like today, readers can view the complete list of Top 50 Wholesalers 2026 on Wealth Professional’s website.
