As record-high inflation and rising rates test the limits of countless investment, retirement, and estate plans, it’s hard to imagine a more crucial time for advisory teams to earn clients’ trust, whether by finding innovative investment solutions or showing a keen understanding of their unique circumstances and needs.
One important question that arises is: How can advisory teams add value to their clients’ lives and set themselves apart from the competition? Based on our research, the answer is to go beyond financial products and investment recommendations by engaging in holistic planning and personalization.
In this report, Wealth Professional listed 44 teams that have faced those challenges to achieve one goal: to act in their clients’ best interests with comprehensive wealth services.
To identify the 5-Star Top Advisory Teams, Wealth Professional asked investors across Canada to nominate their advisory teams and describe the key service offerings that set these teams apart and what value they provide to their clientele. For the purpose of this report, teams were classified as those consisting of three or more advisors.
The WP team reviewed all nominations, examining how each team had made a meaningful contribution to their clients and the financial services industry, to narrow down the list to the final 44 5-Star Teams.
To view the full list, click here: https://www.wealthprofessional.ca/best-in-wealth/5-star-advisory-teams-2022/367250