ROB Canada's Top Wealth Advisors 2021

Canada’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither The Globe and Mail nor SHOOK Research receive compensation in exchange for placement on the ranking.  For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

The spreadsheet includes the following information:

• Rank
• First and Last name of the Advisor
• Organization
• City and Province
• Team Assets
• Typical Size of Household Accounts
• Minimum Account Size for New Business
• Typical Net-Worth of Relationships