Top 50 Advisors 2016

Wealth Professional ranks Canada’s top-performing advisors

Top 50 Advisors 2016
WELCOME BACK to the country’s most comprehensive ranking of financial advisors in Canada. For the third year running, Wealth Professional has crunched the numbers to come up with an exhaustive list of the best-performing advisors in the country.

WP launched a survey two months ago, asking advisors to submit basic data about their businesses. The competition was stiffer than ever, as hundreds of submissions came through – and high-quality submissions, at that. We spent six weeks verifying all the data submitted to come up with this year’s list.

WP’s unique formula opts for a scien-tific approach and is what sets this list apart from other rankings of industry players. We went beyond AUM alone and relied instead on several key metrics of an advisor’s performance and success. Our weighted formula takes into account a slew of variables, from growth in book size and AUM per client to account retention and the addition of new clients. The end result is a list that pinpoints some of the strongest advisors working today’s increasingly complex and shifting landscape. 

This year, advisors will be striving more than ever to show their value. CRM2 will take full hold in July, and advisors around the country have been preparing for its implica-tions. Demonstrating worth by going above and beyond is the new reality for advisors looking to thrive. The advisors who made this list have all successfully transitioned their businesses and are flourishing now. 

And it’s interesting to note that the vast majority of advisors on this list operate under a fee-based model. As the debate continues to rage around embedded commissions versus fees, it appears many top advisors have decided that the fee model is best suited to the new regulatory environment. 

On top of the obvious regulatory issues, turbulent markets also made 2015 difficult for advisors, who had to focus on protecting wealth as well as walking clients through a traumatic period. Other challenges that forced advisors to change and adapt included the rise of robo-advisors; the growth of ETFs; the opening of exempt markets, especially in Ontario; home-country bias; the state of interest rates and the search for yield; China; and the dollar.

This list represents those advisors who successfully navigated their way around these challenges. Congratulations to every advisor included.


ABOUT OUR SPONSOR
Sprott Asset Management is a Toronto-based asset management company that is dedicated to being the most innovative fund company in Canada. 
Through our diversified offering of mutual funds, hedge funds, physical bullion funds and specialty products, we give financial advisors unique investment solutions that can help them to differentiate their businesses and add significant value to their clients’ portfolios.


 

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50 Blair Lukan

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49 Lorne Kronish

49 Lorne Kronish

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48 Dale Lamb

48 Dale Lamb

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47 Brad Jardine

47 Brad Jardine

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46 Franco Caligiuri

46 Franco Caligiuri

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45 Tony De Thomasis

45 Tony De Thomasis

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44 Allan Small

44 Allan Small

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43 Kevin R. Williams

43 Kevin R. Williams

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42 Joe Figliomeni

42 Joe Figliomeni

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41 Gregory P. Frost

41 Gregory P. Frost

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40 Brian Lonsdale

40 Brian Lonsdale

The Lonsdale Financial Group

39 Ryan Meadows

39 Ryan Meadows

CIBC Imperial Service

38 Rod Tyler

38 Rod Tyler

The Tyler Group Financial Services

37 Chet Brothers

37 Chet Brothers

Brothers & Company Financial

36 Sean Harrell

36 Sean Harrell

Trilogy Wealth Management

35 Gary Renaud

35 Gary Renaud

Life Span Financial Strategies

34 Robert Redman

34 Robert Redman

P.B. Fraser and Associates

33 Greg Milley

33 Greg Milley

The Milley Team

32 David Little

32 David Little

Little Wealth Management Group

31 David Ritcey

31 David Ritcey

The Ritcey Team

30 Ronald Chui

30 Ronald Chui

CIBC Wood Gundy

29 Robert Roby

29 Robert Roby

The Roby Retirement and Wealth Team

28 Jason Pereira

28 Jason Pereira

Woodgate Financial

27 AJ Chase

27 AJ Chase

AJ Chase Financial Group

26 Rona Birenbaum

26 Rona Birenbaum

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25 Ann Richards

25 Ann Richards

RS Wealth Management Group

24 Don Emond

24 Don Emond

Assante Financial Management

23 Darren Luck

23 Darren Luck

CIBC Wood Gundy

22 Rob McClelland

22 Rob McClelland

The McClelland Financial Group

21 Sean Baylis

21 Sean Baylis

Baylis Wealth Management Group

20 Luke Kratz

20 Luke Kratz

The Kratz Financial Group

19 James Durnin

19 James Durnin

Assante Financial Management

18 Lyle Rouleau

18 Lyle Rouleau

Rouleau Investment Group

17 Kate Brown

17 Kate Brown

Brown Wealth Management Group

16 Cyrilla Saunders

16 Cyrilla Saunders

Saunders Wealth Advisory Group

15 Paul Green

15 Paul Green

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14 Donald Daggett

14 Donald Daggett

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13 Wolfgang Klein

13 Wolfgang Klein

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12 Pravin Kumar

12 Pravin Kumar

The Pravin Kumar Group

11 Andrew Pyle

11 Andrew Pyle

The Pyle Group

10 Elie Nour

10 Elie Nour

Elie Nour Group

9 Gina Macdonald

9 Gina Macdonald

Macdonald, Shymko & Company

8 David Barnsdale

8 David Barnsdale

Barnsdale & Hussain Wealth Management Group

7 Arthur Salzer

7 Arthur Salzer

Northland Wealth Management

6 Frank Ortencio

6 Frank Ortencio

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5 Reg Jackson

5 Reg Jackson

JMRD Wealth Management Team

4 Mark McNulty

4 Mark McNulty

McNulty Group HollisWealth

3 William Vastis

3 William Vastis

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2 Daniel Girard

2 Daniel Girard

Girard, Pilkey & Associates Wealth Management

1 Richard Harold Tanner

1 Richard Harold Tanner

R&R Investment Partners