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Canada’s Top Wealth Advisors: Best in Province 2022

Canada’s Top Wealth Advisors: Best in Province 2022

Canada’s Top Wealth Advisors: Best in Province 2022

OUR METHODOLOGY

The Top Wealth Advisors in Canada ranking developed by SHOOK Research has expanded this year to include the Best by Province list – a breakdown of the country’s best advisors by region.

This ranking is based on the top advisors across the country in the following regions: BC, Vancouver, Alberta, Manitoba, Saskatchewan, Ontario, Toronto, Quebec, Montreal and Atlantic Canada. The classification was divided this way because of the distribution of the counselor population in Canada. Consultants are ranked based on the results of quantitative and qualitative data provided during the nomination and research periods.

The ranking algorithm takes into account qualitative measures such as assessments of best practices learned through in-person, virtual and telephone due diligence meetings, credentials and review of compliance records and company designations; and quantitative measures such as: customer retention, industry experience and growth rates. The ranking algorithm does not include production numbers to meet customer-oriented reforms, which came into effect on December 31, 2021. Investment performance is also not a criterion because clients’ goals and risk tolerance vary, and advisors rarely audit performance reports. . Consultants are appointed by their companies.

The Globe and Mail and SHOOK Research do not receive compensation for placement in the rankings.

This year’s nomination and research periods were between February and July 2022. SHOOK’s research and rankings provide opinions to help investors choose the right financial advisor and are not indicative of future performance or a client’s experience. Past performance is not indicative of future results. Advisors are judged based on individual performance, but the total assets of the team are shown, which may include one or more additional advisors.

SHOOK is a registered trademark of SHOOK Research, LLC.

For more information, see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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