THE MANDEVILLE PRIVATE CLIENT INC. AWARD FOR CANADIAN ADVISOR OF THE YEAR


 

Description

This award is one of the highest accolades offered to an individual in the wealth management and financial planning industry. This award recognizes the most outstanding advisor in Canada, coming from an advisory firm or team, regardless of business size and model.

Advisors may nominate themselves and the WPA team will also consider input from peers, clients, advisory heads and networks.

Extra weight will be placed on nominations that come from those in a position to assess an advisor’s performance objectively.

 

 

When judging this category, the following criteria will be considered:

Year over year growth in book volume and revenue contributions

Exemplary business development strategies to prospect and retain clients in innovative ways.

Client retention & relationship strategies & how it sets the advisor apart from competition

 

This award brought to you by:

 

WP Awards Sponsor Mandeville Private Client Inc

Special thanks to our sponsors

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