Let’s be honest, the wealth management industry is years, if not decades, away from achieving gender parity among financial advisors.
Yet, despite being underestimated, many women in this business go above and beyond their weight to raise the bar in the industry and serve their clients.
The inaugural Top Female Wealth Advisors Rankings in Canada, published by Report on Business magazine and SHOOK Research, celebrates female wealth advisors who do just that.
This year’s list focuses on 100 women doing outstanding work from the wealth management industry in Canada.
Canada’s Top Female Wealth Advisors were evaluated and selected by SHOOK Research and The Globe and Mail. To supplement editorial coverage, the advisor had the option to purchase Sponsored Content for her profile.
How Top Female Advisors Invest Through Market Noise
The Top Female Wealth Advisors Ranking in Canada, developed by SHOOK Research, is a new list of the best female advisors in the country.
The ranking algorithm considers qualitative metrics such as assessment of best practices learned through in-person, virtual, and telephone due diligence meetings, qualifications, compliance record reviews, and company nominations. Quantitative metrics such as client retention, industry experience, and growth rate. The ranking algorithm does not include production numbers to comply with the client-focused reforms that came into force on December 31, 2021.
Investment performance is also not the norm, as clients’ objectives and risk tolerances vary, and advisors rarely have audited performance reports. Advisors are appointed by the company.
Firms have no influence or influence over whether or where their advisors are ranked in Canada’s Top Wealth Advisor Program. Neither The Globe and Mail nor his SHOOK Research receive compensation in exchange for ranking.
This year’s nomination and investigation period took place between July 2022 and January 2023. SHOOK’s research and rankings are intended to provide opinions intended to help investors select the appropriate financial adviser and are representative of a particular client’s experience, whether indicative of future performance or not. Nor is it something to do. Past performance is not indicative of future results. Advisors are judged on their individual performance, but their total team assets are shown. This may include one or more additional advisors.
Learn more about this year’s rankings and methodology.
For more information, please visit www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.