Corporate News

Globe Report on Business launches Canada’s Top Wealth Advisors

Who are the country’s top financial advisors?

January 12, 2021

The Globe and Mail’s Report on Business has launched Canada’s Top Wealth Advisors, a new annual list of the country’s most effective and successful financial advisors. Conducted in collaboration with SHOOK Research, which runs America’s Top Wealth Advisors ranking with Forbes, The Globe will identify Canada’s foremost financial advisors and feature the winners in Report on Business magazine.

“Choosing a financial advisor can be difficult for consumers who are looking for personalized service combined with industry expertise,” says Garth Thomas, Managing Director, Business and Financial Products, at The Globe and Mail. “This new ranking from The Globe will help Canadians understand what excellence looks like in the field.”

Canada’s Top Wealth Advisors will be decided through SHOOK’s rigorous proprietary process that includes personal interviews and assessments of credentials, expertise, community involvement, and team practices. 

“When we interview advisors, we’re always thinking: ‘Is this someone we would recommend to a family member or friend?’” says R.J. Shook, founder and president of SHOOK Research. “In partnership with The Globe and Mail, we are identifying the best of Canada’s financial advisors and helping Globe readers connect with experts who can have a real impact on their families’ lives.”

Financial advisors with at least seven years of advisor experience, a minimum of one year with their firm, an acceptable compliance record, and at least 50% of revenue/production with retail investors, can be nominated by their firms (nomination instructions are on The Globe’s website).

The full list of Canada’s Top Wealth Advisors winners, and related editorial coverage, will be published in the November 2021 issue of Report on Business magazine, out in print and online in late October 2021. Winners will also be celebrated at Canada’s Top Wealth Advisor Summit, an exclusive event scheduled for November 8, 2021.

“When The Globe relaunched Globe Advisor, our one-stop-shop for financial advisors, two years ago, we wanted to make sure we provided the financial community with information, tools and insights that would help them succeed in a dynamic industry,” says Thomas. “This new program is another demonstration of our continuing commitment to the investment and financial advice industry.”

Website: https://www.theglobeandmail.com/business/rob-magazine/canadas-top-wealth-advisors/