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Breaking into the wealth sector is tough enough, but excelling and earning a sterling reputation is a daunting feat for any financial advisor.
This is underlined by Jad Hilal, wealth sales director at Sun Life Global Investments, who says, “Competition is fierce in our industry. In today’s reality, talent entering the industry not only have to distinguish themselves from other advisors, but also from low-cost options like robo or online platforms. This adds an extra layer of challenges.”
Wealth Professional’s Top 40 Under 40 Rising Stars have all managed to beat the odds.
Hilal explains how difficult a proposition this has been. “You need to roll up your sleeves and go beyond being the hardest working in the room. You also need to be the smartest because it’s no longer just a fee or rate-of-return game. Rising Stars need to add value for clients to stand out. Financial planning is more than just focusing on the rate of return on investments.”
Laura De Sousa Wealth Advisor | Client Relationship Manager Nicola Wealth
Nicola Wealth is proud to announce that Laura De Sousa, Wealth Advisor | Client Relationship Manager, has been named as one of Wealth Professional's Top 40 Under 40 Rising Stars. This prestigious recognition reflects Laura's exceptional contributions to the field of wealth management and her dedication to helping clients achieve their financial goals.
Methodology
To uncover the most promising young professionals in the Canadian wealth management industry, Wealth Professional undertook a rigorous marketing and survey process, leveraging its connections to thousands of advisors across the country. Starting in June, companies were given the opportunity to nominate professionals for consideration based on their performance and achievements over the past 12 months.
To be eligible, nominees had to be age 40 or younger (as of October 31, 2023) and working in a role that relates to, interacts with, or impacts the wealth management industry. When reviewing the nominations, WP concentrated on those who have committed to a career in the industry and clearly hold a passion for wealth management.
To maintain a focus on new talent, only nominees who hadn’t been previously recognized as a WP Rising Star (or a Young Gun) were considered. After reviewing all the nominations, the WP team whittled down the list to 40 deserving winners.
