Research.net Powered Online Survey

Wealth Professional aims to recognize the best in the wealth management industry for the 2025 5-Star Advisory Teams. At the heart of this industry are advisory teams who provide necessary advice to millions of Canadians each year.

Are you part of a stellar advisory team and do you deserve to be recognized for your holistic service to clients?

For questions and concerns, contact aly.balatbat@keymedia.com

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* 1. Please fill in your details below:

Name of advisory team:

Name of firm:

City/Province:

Number of team members:

Combined years of experience:

Number of years established as a team (listed team):

Team size for 3 years:

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* 2. Nominator contact information:

Name:

Job title:

Company:

Email address:

Phone number:

Province:

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* 3. Please list the designations that your team members hold:

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* 4. What are your team's key services or offerings to clients?

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* 5. What allows your team to be set apart from competitors?

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* 6. How would you describe your typical client? (i.e. niche/specific specialties)

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* 7. Does your compliance team support this submission?

Yes

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* 8. I confirm that the information provided in this submission is accurate to the best of my knowledge. If successfully selected, I accept that any or all information provided (excluding information clearly marked as confidential) may be published on the WPC website and newsletter and may not be subject to an approval process.

Yes, all the information provided is accurate.