Recognized as a Best in Province Wealth Advisor 2022
In partnership with SHOOK Research, The Globe and Mail presents its inaugural ranking of the country’s most effective financial advisors by region
"I am honoured and humbled to announce that I have been recognized in the Best in Province Wealth Advisor ranking by The Globe and Mail’s Report on Business, in conjunction with SHOOK Research. I would like to congratulate my colleagues across the country that were also included.
I am grateful to share this award with my team consisting of Kelly, Jody and Sonia; three other equally strong, dedicated and inspiring women.
Together we are dedicated to making the lives of our clients better, working as their coach and striving to make a difference by encouraging them to DEFINE, PLAN AND ACHIEVE their goals, the destination we refer to as Point B.
Finally, thank you to our clients for your partnership and trust. We work hard to earn this every day."
~Carla
Best in Province rankings
Finances might be global, but when it comes to choosing a wealth advisor, investors often look closer to home. To that end, Report on Business magazine and SHOOK Research presents the inaugural Canada’s Top Wealth Advisors: Best in Province ranking, a collection of regional lists showcasing the best advisors from coast to coast. Top Wealth Advisors were evaluated and selected by Shook Research and The Globe and Mail.
The Best in Province rankings identify top advisors in every province to shine a spotlight on advisors doing great work outside Canada’s biggest cities. The award highlights who are providing that full service for their clients and who’s going above and beyond.
SHOOK'S METHODOLOGY
The Canada’s Top Wealth Advisors ranking, developed by SHOOK Research, has expanded this year to include the Best in Province list – a breakdown of the country’s best advisors by region.
This ranking focuses on top advisors across the country in the following regions: B.C., Vancouver, Alberta, Manitoba, Saskatchewan, Ontario, Toronto, Quebec, Montreal, and Atlantic Canada. The ranking was divided in this manner due to the distribution of advisor populations in Canada. Advisors are ranked based on the results of quantitative and qualitative data provided during the nomination and research periods.
The ranking algorithm considers qualitative metrices, such as ratings on best practices learned through in-person, virtual and telephone due diligence meetings, credentials and a review of compliance records and firm nominations; and quantitative measures, such as: client retention, industry experience, and growth rates. The ranking algorithm does not include production numbers to comply with the client-focused reforms, which came into effect on Dec. 31, 2021. Investment performance is also not a criterion because client objectives and risk tolerance vary, and advisors rarely have audited performance reports. Advisors are nominated by their firms.
Neither The Globe and Mail nor SHOOK Research receive compensation in exchange for placement on the ranking.
This year’s nomination and research periods took place between February and July 2022. 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. Advisors are judged on individual performance, but total team assets are shown, which can include one or more additional advisors.
SHOOK is a registered trademark of SHOOK Research, LLC.For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.