Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

Canada’s Top Wealth Advisors 2021

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In partnership with SHOOK Research, The Globe and Mail presents its inaugural ranking of the country’s most effective financial advisors

Investors now get advice from robots, Reddit users and beyond. But it’s hard to beat expertise based on experience and acumen. In partnership with SHOOK Research, we present a first-ever list of the country’s most effective financial advisors.


Canada’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records and firm nominations. Quantitative criteria include assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither The Globe and Mail nor SHOOK Research receive compensation in exchange for placement on the ranking. Minimum account sizes are general since they can vary depending on a range of circumstances. Advisors are judged on individual performance, but total team assets are shown, which can include one or more additional advisors.

For more information, please see SHOOK is a registered trademark of SHOOK Research, LLC.

Victoria Emslie
Manager, External Relations
Nicola Wealth
[email protected]