The time has come to recognize the country’s finest planners as we unveil Wealth Professional’s inaugural list of the top 50 financial advisors in Canada. In a trailblazing initiative, the industry’s top performers are finally being rewarded for their excellence.
Too often the tireless and vital work that financial planners perform is overlooked in terms of recognition. Wealth Professional would like to put that right. This issue is dedicated to making heroes out of the most hard-working and successful advisors in Canada, which was the driving force behind this presentation of the top 50 advisors in Canada.
Of course it fell to you to make a submission, but what was the methodology behind the rankings? The results are purely objective and based on fixed criteria of performance. The first two aspects we ranked were the increase of assets under management (AUM) in the financial year ended October 31, 2013, and revenue the individual contributed to the business. Due to their vital role,
these aspects of performance were given heavy weighting.
Other aspects ranked were client retention, new clients introduced to the business, new business as a percentage of total client base and AUM per client managed by the individual planner. This is all designed to provide a good cross section of well-rounded planners.
Thanks to all the advisors who took the time to enter and congratulations to all those who made the cut. As part of Wealth Professional’s wider ethos to not just inform our readers, but also actively find ways to improve their business and profitably, we hope making the rankings will have a profound impact on your reputation.
We hope you enjoy the rundown and if you did not enter this year, we hope that you will do so the next time.
WP Top 50 2014