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 www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Canada’s top wealth advisor list
Top Wealth Advisors were evaluated and selected by Shook Research and The Globe and Mail. To supplement editorial coverage, advisors had the option to purchase a Sponsor Content profile.