Outstanding Advisory Teams 2017

Question Title

* 1. Team information:

Team name:

City:

Province:

Phone:

Email:

Number of employees (advisors and support staff):

Target Clients:

Assets under management:

How many years has the team been in operation?

Any metric to show growth over the past five years:

Question Title

* 2. What sets this team apart from competing offices, including value proposition for advisors and clients?

Please note that a group photo is required should you be considered as one of the featured advisory teams in the next issue of Wealth Professional Magazine.