Do you know a financial advisor or have one within a referral network? Would you like to nominate them to be recognized in Wealth Professional's 5-Star Advisors feature? We are looking for Canada's leading financial advisors and we would like your help.

The full report will be featured on the website in May. 

Nominations close Friday, January 31.

The responses and ratings you have provided in this survey will be kept completely anonymous. Your answers will be aggregated with other responses in order to calculate overall ratings and identify the best advisors. Thank you for taking part in this important research.

For questions and concerns, contact aly.balatbat@keymedia.com

Editor's note: Clarity on WP awards and ranking lists
AUM, revenue, and sales activity are no longer criteria considered for any WP special reports and awards, advisor recognition, or industry recognition. AUM, revenue, and sales activity are the only stated focuses of the recent regulatory push and are not factors in any awards or recognition given by this publication.

See the full editor's note here:
https://www.wealthprofessional.ca/news/industry-news/editors-note-clarity-on-wp-awards-and-ranking-lists/381453

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* 1. Please fill up the details of your advisor. The responses and ratings you have provided in this survey will be kept completely anonymous. Your answers will be aggregated with other responses in order to calculate overall ratings and identify the best advisors.

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* 2. What region is the advisor/portfolio manager located in?

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* 3. Are they licensed with any of the following? Please check all that apply.

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* 4. Please rate your advisor on the following criteria where 1 is poor and 5 is excellent.

  1 (poor) 2 3 4 5 (excellent)
Communication
Portfolio performance
Investment knowledge
Client trust
Customer service

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* 5. What is the most important to you when choosing an advisor?

  1 (not important) 2 3 4 5 (most important)
Communication
Portfolio performance
Investment knowledge
Client trust
Customer service

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* 6. How can the role of a financial advisor improve or evolve in 2025?

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* 7. Has your advisor gone above and beyond their duty?

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* 8. What’s the one thing you would want your advisor to change or offer which they currently don’t?

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* 9. Please provide your key contact info below. We assure you it will be kept completely anonymous.

The answers and ratings you provide in this research will be completely anonymous. The research data gathered will be used as collective figures and trends across our industry special reports and articles. Thank you for taking part in this important research.

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