Luke Kratz of CIBC Private Wealth is rank 30 in Wealth Professional Canada's 2018 Top 50 Advisors
CIBC Private Wealth
CIBC Wood Gundy
Victoria, BC
This year marks Luke Kratz’s fourth consecutive appearance on the Top 50 Advisors list, and it’s an achievement he puts a lot of stock in. “I have been fortunate to have been selected by WPC as a Top 50 Advisor in each of the previous three years,” he says. “This is an incredible feat for any advisor, but for me, I have been fortunate to continually grow my business – assets, recurring revenue and recurring revenue per client – while shrinking the number of clients that I serve.” Over the past year, Kratz has disengaged unprofitable clients in order to concentrate on those that will drive business in 2018, bringing his current client count to 174.
CIBC Wood Gundy
Victoria, BC
This year marks Luke Kratz’s fourth consecutive appearance on the Top 50 Advisors list, and it’s an achievement he puts a lot of stock in. “I have been fortunate to have been selected by WPC as a Top 50 Advisor in each of the previous three years,” he says. “This is an incredible feat for any advisor, but for me, I have been fortunate to continually grow my business – assets, recurring revenue and recurring revenue per client – while shrinking the number of clients that I serve.” Over the past year, Kratz has disengaged unprofitable clients in order to concentrate on those that will drive business in 2018, bringing his current client count to 174.
