Meet the advisors and executives taking the Canadian wealth management industry into the future.
NEW TRANSPARENCY regulations, shifting compensation models, mergers and acquisitions – the volatility and change in the industry are unrelenting and greater than ever before. As the next phase of CRM2 comes into play, the Canadian wealth management industry will work through even more of that kind of upheaval. In anticipation, we’re seeing companies jostle for position this year. Who’s going to come out on top?
You’ll find a couple clues on this year’s Hot List, a look at just some of the industry stars shaping its agenda. Each has won a place on Wealth Professional’s second-annual list by capturing headlines in 2014/15 and leading their organizations to greater heights. As a group, they embody the excellence that characterizes Canadian wealth management.