Last year’s list was so well received by advisors there was no choice but to do it again in 2015.
The time has come to announce the Wealth Professional Top 50 Advisors list – a nod to Canada's best financial planner.
You’ve worked hard on behalf of your client’s throughout the past year. Now it’s time to bask in the recognition of this hard work. Making the top 50 is no easy task given how many quality financial advisors entered their data this year in order to qualify for consideration.
Making the top 50 is a feather in your cap. It tells your clients and your peers that you’re serious about your profession and the work that you do. You’ve arrived.
For this year’s rankings Wealth Professional tightened up the methodology so only the cream of the crop made the cut.
In last year’s inaugural edition revenue and assets under management (AUM) were the two most heavily weighted criteria out of a total of six factors used to determine the top 50. Other criteria included client retention, new clients introduced to the business, new business as a percentage of total client base and AUM per client.
This year Wealth Professional chose to alter the ranking methodology slightly by focusing on AUM, revenue contributed to the business and AUM per client as the sole determining factors for qualifying as one of the Canada’s top 50 financial advisors.
We changed the methodology in response to all the feedback we received from financial advisors over the last 12 months from last year’s list.
As we look forward to presenting our third annual list of Canada’s top 50 financial advisors, we’re certain to receive feedback once more. It’s still a process very much in development.
Most importantly, Wealth Professional’s ranking recognizes all the fantastic work done by financial advisors coast-to-coast.
We appreciate all the submissions we received for this year’s list. We wouldn’t be able to do it without your participation. Hopefully, we’ll generate even more support for 2016’s list of Canada’s top 50 financial advisors.
Congratulations to Canada’s top 50 financial advisors!
Name Company
For the full listing, check out the latest issue of WP’s e-magazine.
You’ve worked hard on behalf of your client’s throughout the past year. Now it’s time to bask in the recognition of this hard work. Making the top 50 is no easy task given how many quality financial advisors entered their data this year in order to qualify for consideration.
Making the top 50 is a feather in your cap. It tells your clients and your peers that you’re serious about your profession and the work that you do. You’ve arrived.
For this year’s rankings Wealth Professional tightened up the methodology so only the cream of the crop made the cut.
In last year’s inaugural edition revenue and assets under management (AUM) were the two most heavily weighted criteria out of a total of six factors used to determine the top 50. Other criteria included client retention, new clients introduced to the business, new business as a percentage of total client base and AUM per client.
This year Wealth Professional chose to alter the ranking methodology slightly by focusing on AUM, revenue contributed to the business and AUM per client as the sole determining factors for qualifying as one of the Canada’s top 50 financial advisors.
We changed the methodology in response to all the feedback we received from financial advisors over the last 12 months from last year’s list.
As we look forward to presenting our third annual list of Canada’s top 50 financial advisors, we’re certain to receive feedback once more. It’s still a process very much in development.
Most importantly, Wealth Professional’s ranking recognizes all the fantastic work done by financial advisors coast-to-coast.
We appreciate all the submissions we received for this year’s list. We wouldn’t be able to do it without your participation. Hopefully, we’ll generate even more support for 2016’s list of Canada’s top 50 financial advisors.
Congratulations to Canada’s top 50 financial advisors!
Name Company
| Arthur C. Salzer | Northland Wealth Management |
| Reg Jackson | JMRD Wealth Management Team |
| Lyle Rouleau | Rouleau Investment Group |
| Michael Thor | Thor Wealth Management Group |
| Tom Pownall | Sigma Wealth |
| Donald A. Daggett | Daggett Advisory Group |
| Sophie Lalonde | Delgaty Lalonde Financial Group |
| Darren Luck | Luck Financial Group |
| Peter Hodgson | Hodgson and Associates |
| Pravin Kumar | Pravin Kumar Group |
| Ted Rechtshaffen | TriDelta Financial |
| John J. De Goey | BBSL |
| Fred Hurdman | Hurdman & Associates |
| Jeff Ber | Ber Wealth Management |
| Kate Brown | Brown Wealth Management Group of RBC Dominion Securities |
| Rona Birenbaum | Caring for Clients |
| Luke Kratz | The Kratz Group at CIBC Wood Gundy |
| Tim Pritchard | The Pritchard Wealth Management Group |
| Sybil Verch | The Verch Group |
| Eric Muir | Muir Investment Team |
| Cory Tucker | CIBC Imperial Service |
| Elie Nour | Elie Nour Group |
| Adam Batstone | Batstone Irwin-Lewis Private Wealth |
| Susan Andrighetti | The Andrighetti Group |
| Laurie Bonten | The Bonten Wealth Management Group |
| Gene King | Summit Private Wealth |
| David Sutherland | CIBC Wood Gundy |
| AJ Chase | AJChase PrivateWealth Group |
| Wolfgang Klein | The Wolf on Bay Street |
| Kirk Brugger | Brugger Wealth Management |
| Gordon Stockman | Efficient Wealth Management |
| Chet Brothers | Brothers & Company Financial |
| Wayne Townsend | Lawton Partners |
| David J Ritcey | The Ritcey Team |
| Diane McCurdy | McCurdy Financial Planning Inc. |
| Ryan Meadows | CIBC Imperial Service |
| Cyrilla Saunders | Saunders Wealth Advisory Group of CIBC Wood Gundy |
| Robert McClelland | The McClelland Financial Group |
| Diana Bristow | Bristow Financial Group |
| Scott Plaskett | IRONSHIELD Financial Planning |
| Brian Lonsdale | Lonsdale Financial Group |
| John Woodfield | Raymond James |
| Brendan Donahue | |
| Sahfik Hirani | Sahfik Hirani's Private Wealth Managment Practice |
| Don Emond | Assante Financial Management Ltd |
| Jason Periera | |
| Lorne Kronish | Assante |
| Rob Tetrault | Rob Tetrault Wealth Management Group |
| Tim Niblet | Tim Niblett/Cuttaxes |
| Lewis Rosen | Rosen Group Private Wealth Management |
For the full listing, check out the latest issue of WP’s e-magazine.
