Wealth Professional Canada shines the spotlight on nine leading advisory firms that are staying on top of industry trends and outperforming the competition
Another major factor that leads advisors to band together is succession planning. It’s a major issue for the industry right now, as the advisors who are retiring aren’t being replaced by college graduates in equal numbers. Wealth management is a challenging profession for new entrants to establish themselves in, so where better to learn the ropes than as part of a closely knit team?
Although WPC’s Outstanding Advisory Teams differ in size, all agree that collaboration is a key ingredient to their success. Whether it’s an office of six people or 150, having a helping hand means advisors can focus on the parts of the job they do best. From investment strategy to tax and estate planning, advisors who are part of a team can specialize in a way they couldn’t as a solo practice.
TPC Financial Group
The JMRD Wealth Management
PWM Private Wealth Counsel
Polson Bourbonniere Derby Wealth Management
Nicola Wealth Management
Family Tree Wealth Management/The Roby Team
Danielson Group Wealth Management
CWP Financial Services
Caring for Clients