SurveyMonkey Powered Online Survey

Wealth Professional is researching who are the top wholesalers in Canada, based on the service they offer to advisors. We need your help to find the best of the best!

Fill in this short survey and let us know which wholesalers you like working with best.

The Top 50 Wholesalers will be announced in March 2025 on the website.

Survey closes on Friday, October 11.

Question Title

* 1. Please fill in your details below. 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 wholesalers. Thank you for taking part in this important research.

Name:

Job title:

Company:

Email address:

Phone number:

Province/Territory:

Years as a financial advisor:

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* 2. What is most important to you from the following criteria in terms of service you get from a wholesaler?

	5 (most important)	4	3	2	1 (not important)
Response time	Response time 5 (most important)	Response time 4	Response time 3	Response time 2	Response time 1 (not important)
Product knowledge	Product knowledge 5 (most important)	Product knowledge 4	Product knowledge 3	Product knowledge 2	Product knowledge 1 (not important)
Communication	Communication 5 (most important)	Communication 4	Communication 3	Communication 2	Communication 1 (not important)
Educating advisors on new product launches	Educating advisors on new product launches 5 (most important)	Educating advisors on new product launches 4	Educating advisors on new product launches 3	Educating advisors on new product launches 2	Educating advisors on new product launches 1 (not important)
Accessibility & communication	Accessibility & communication 5 (most important)	Accessibility & communication 4	Accessibility & communication 3	Accessibility & communication 2	Accessibility & communication 1 (not important)
Understanding your business	Understanding your business 5 (most important)	Understanding your business 4	Understanding your business 3	Understanding your business 2	Understanding your business 1 (not important)
Value contributed to advisor	Value contributed to advisor 5 (most important)	Value contributed to advisor 4	Value contributed to advisor 3	Value contributed to advisor 2	Value contributed to advisor 1 (not important)

Other (please specify)

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* 3. How often do you communicate with your wholesalers?

Daily

Weekly

Monthly

Quarterly

Annually

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* 4. Which wholesaler would you nominate as an outstanding wholesaler?

Name

Company

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* 5. Which province is this wholesaler based in?

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* 6. How would you rate this wholesaler based on the following criteria?

	5 (excellent)	4	3	2	1 (poor)
Response time	Response time 5 (excellent)	Response time 4	Response time 3	Response time 2	Response time 1 (poor)
Product Knowledge	Product Knowledge 5 (excellent)	Product Knowledge 4	Product Knowledge 3	Product Knowledge 2	Product Knowledge 1 (poor)
Communication	Communication 5 (excellent)	Communication 4	Communication 3	Communication 2	Communication 1 (poor)
Educating advisors on new product launches	Educating advisors on new product launches 5 (excellent)	Educating advisors on new product launches 4	Educating advisors on new product launches 3	Educating advisors on new product launches 2	Educating advisors on new product launches 1 (poor)
Accessibility & Communication	Accessibility & Communication 5 (excellent)	Accessibility & Communication 4	Accessibility & Communication 3	Accessibility & Communication 2	Accessibility & Communication 1 (poor)
Understanding your business	Understanding your business 5 (excellent)	Understanding your business 4	Understanding your business 3	Understanding your business 2	Understanding your business 1 (poor)
Value contributed to advisor	Value contributed to advisor 5 (excellent)	Value contributed to advisor 4	Value contributed to advisor 3	Value contributed to advisor 2	Value contributed to advisor 1 (poor)