Top 50 Advisors 2017

For the fourth year in a row, Wealth Professional names Canada’s top-performing advisors

Top 50 Advisors 2017
Welcome to Wealth Professional’s annual Top 50 Advisors list. Each year since 2014, we have reached out to the industry to gauge which advisors are driving the business forward. Looking at this year’s selection, you’ll see some familiar names, but plenty of new faces, too. That’s a good sign – the advisory business needs new blood if it is to continue to thrive in a challenging investment environment.

In compiling this list of Canada’s premier financial planners, we turned to the industry’s top advisory firms for their input. We asked which individuals had distinguished themselves in 2016, either by increasing assets under management, bringing in new clients, boosting revenue or perhaps another variable unique to that particular advisor. We sifted through that data to put together this year’s list.

Just glancing at some of the numbers, it’s clear that Canadian advisors are still bringing in a considerable amount of new business. This year’s Top 50 had a combined AUM of $8.8 billion, and the top 10 alone has more than $3.5 billion AUM. That makes it clear that while the advisory business is undoubtedly changing, investors across Canada are still showing their faith and entrusting their wealth management to the professionals.

This year’s list also marks the first Top 50 since the final phase of CRM2 came into effect. Starting  this month, investors will see, in dollar amounts, exactly what they have been paying their advisor. The story of 2017 is sure to be investors’ reaction to that disclosure and whether they feel they are getting value for their money.

How different will our Top 50 Advisors list look in January 2018? If nothing else, this is sure to be an interesting year.
 

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50 JASON PEREIRA

50 JASON PEREIRA

Woodgate Financial

49 DOUGLAS GRIFFIOEN

49 DOUGLAS GRIFFIOEN

Griffioen Wealth Management

48 SEAN HARRELL

48 SEAN HARRELL

Howe Harrell & Associates

47 BRIAN LONSDALE

47 BRIAN LONSDALE

The Lonsdale Financial Group

46 JOHN RATHWELL

46 JOHN RATHWELL

HollisWealth

45 KEVIN HAAKENSEN

45 KEVIN HAAKENSEN

Prairie Wealth Management

44 GRAEME R. BAIRD

44 GRAEME R. BAIRD

G.R. Baird Financial Group Inc.

43 BRAD JARDINE

43 BRAD JARDINE

Aligned Capital Partners

42 LAURA THOMPSON

42 LAURA THOMPSON

Investia Winnipeg

41 DARREN LUCK

41 DARREN LUCK

Luck Financial Group

40  GREG MILLEY

40  GREG MILLEY

The Milley Team

39 REEZ SAJAN

39 REEZ SAJAN

CIBC Imperial Service

38 NADEEM IBRAHIM

38 NADEEM IBRAHIM

Educators Financial Group

36 LYLE ROULEAU

36 LYLE ROULEAU

Rouleau Investment Group

35 PRAVIN KUMAR

35 PRAVIN KUMAR

The Pravin Kumar Group

34 SIMON PARTINGTON

34 SIMON PARTINGTON

Partington Wealth Management

33 KATE BROWN

33 KATE BROWN

Brown Wealth Management Group

32 RONALD RUSNAK

32 RONALD RUSNAK

Rusnak Financial

31 LEO BELMONTE

31 LEO BELMONTE

Security Financial Services & Investment

30 SEAN BAYLIS

30 SEAN BAYLIS

Baylis Wealth Management Group

29 DAVID BARNSDALE

29 DAVID BARNSDALE

Barnsdale & Hussain Wealth Management Group

28 NATHALIE RACINE

28 NATHALIE RACINE

The Racine-Marcotte Advisory Group

27 LUKE KRATZ

27 LUKE KRATZ

The Kratz Group

26 THIERRY JABBOUR

26 THIERRY JABBOUR

Manulife Securities

25 DAVE RITCEY

25 DAVE RITCEY

The Ritcey Team

24  BOBBY NING

24  BOBBY NING

Financial Literacy Counsel

23 PAUL GREEN

23 PAUL GREEN

112 Springbank Avenue, Woodstock, Ontario, N4S 7P8

22 MICHAEL PRITTIE

22 MICHAEL PRITTIE

Capital Wealth Architects

21 DANIEL NOONAN

21 DANIEL NOONAN

Argosy Securities

20 GERALD GOERTSEN

20 GERALD GOERTSEN

De Thomas Wealth Management

19 MARK WINSON

19 MARK WINSON

Wise Riddell Financial Group

18 DAVID CHRISTIANSON

18 DAVID CHRISTIANSON

Christianson Wealth Advisors

17 ROD TYLER

17 ROD TYLER

Tyler Group

16 WOLFGANG KLEIN

16 WOLFGANG KLEIN

The Wolf on Bay Street

15 YOUSSEF ZOHNY

15 YOUSSEF ZOHNY

StennerZohny Investment Partners+

14 AJ CHASE

14 AJ CHASE

AJ Chase Financial Group

13 ALEXANDRA HORWOOD

13 ALEXANDRA HORWOOD

Alexandra Horwood & Partners

12 GENE KIM

12 GENE KIM

Summit Private Wealth

11 ROBERT LUFT

11 ROBERT LUFT

Luft Financial

10 DUNCAN STEWART

10 DUNCAN STEWART

Stewart Financial

9 ROB TETRAULT

9 ROB TETRAULT

Tetrault Wealth Advisory Group

8 ROB MCCLELLAND

8 ROB MCCLELLAND

The McClelland Financial Group

7 DAVE LEE

7 DAVE LEE

ScotiaMcLeod

6 KEVIN HEGEDUS

6 KEVIN HEGEDUS

Prairie Wealth Management

5 KASH PASHOOTAN

5 KASH PASHOOTAN

First Avenue Advisory

4 ELIE NOUR

4 ELIE NOUR

Nour Private Wealth

3 CHAD LARSON

3 CHAD LARSON

MLD Wealth Management

2 THANE STENNER

2 THANE STENNER

Stenner Zohny Investment Partners+

1 WILLIAM VASTIS

1 WILLIAM VASTIS

The William Vastis Wealth Management Group