Wealth Professional has announced the 2024 list of 5-Star Advisors for Western Canada, recognizing standout professionals who have demonstrated exceptional dedication to client service.
Methodology
Wealth Professional conducted its third annual search for 5-Star Advisors in Canada. Our goal was to answer one question: Who are the best advisors in Western Canada when it comes to acting in their clients’ interests? From a diverse cross-section of financial professionals, we got the opportunity to spotlight remarkable examples of passion, dedication, and commitment.
The WPC team undertook a rigorous marketing and survey process, leveraging its connections to thousands of readers across the country. Readers were asked to nominate the advisors who gave them the best support based on five key criteria.
From over 200 nominations and with input from the WPC editorial team, a shortlist of nine advisors from Western Canada was created. The 5-Star Advisors are recognized based not on AUM but rather the quality of service provided to their clients.
You can explore the full list of Western Canada’s 5-Star Advisors here.
Cassandra Cross Wealth Advisor | Client Relationship Manager Nicola Wealth
Nicola Wealth is proud to announce that Cassandra Cross, Wealth Advisor | Client Relationship Manager, has been named as one of Wealth Professional's Best Financial Advisors in Western Canada | 5-Star Advisors. This prestigious recognition reflects Cassandra's ability to help in raising the bar for financial services in Western Canada by prioritizing trust, transparency, and a client-first philosophy.
