Wealth Professional honours 50 advisors whose passion for serving their clients and embodiment of excellence have catapulted them to the top of the wealth management industry.
Wealth Professional’s Top 50 Advisors for 2022 managed nearly $30 billion in assets last year – a health jump from the $18.5 billion in AUM across the 2021 Top 50. The honorees on the ninth annual list represent seven provinces, although nearly two-fifths hail from BC and 30% work in Ontario.
In terms of industry experience, this year’s Top 50 Advisors range from just six years in the business to 38 – but three-fifths of this year’s winners have more than 20 years of experience, which speaks to the value of their dedication to the financial advice profession.
To compile the annual Top 50 Advisors list, WP first solicited nominations from advisors, industry professionals and clients; only advisors nominated were eligible for the list. All information on nominees had to be verified by their compliance team before it could be accepted.
The final list was determined on the basis of each advisor’s weighted ranking in overall AUM, AUM growth and client growth (both between October 2020 and October 202), as well as the advisor’s certifications beyond a bachelor’s degree and basic securities licence.
If you are having difficulty viewing the list, please click here.