Let’s be trustworthy: within the wealth administration business, reaching gender parity amongst monetary advisors stays years, if not a long time, away.
But, regardless of being underrepresented, many ladies on this enterprise punch effectively above their weight in elevating the requirements of the business and in serving their shoppers.
The inaugural Canada’s Prime Ladies Wealth Advisor rating, offered by Report on Enterprise journal and SHOOK Analysis, is celebrating feminine wealth advisors who’re doing simply that.
This 12 months’s listing highlights 100 girls from throughout Canada’s wealth administration business who’re doing excellent work.
Canada’s Prime Ladies Wealth Advisors have been evaluated and chosen by SHOOK Analysis and The Globe and Mail. To complement editorial protection, advisors had the choice to buy a Sponsor Content material profile.
How high girls advisors are investing by the market noise
The Canada’s Prime Ladies Wealth Advisors rating, developed by SHOOK Analysis, is a brand new itemizing of the very best feminine advisors within the nation.
The rating algorithm considers qualitative metrices, reminiscent of rankings on finest practices discovered by in-person, digital and phone due diligence conferences, credentials and a overview of compliance data and agency nominations; and quantitative measures, reminiscent of: consumer retention, business expertise, and development charges. The rating algorithm doesn’t embody manufacturing numbers to adjust to the client-focused reforms, which got here into impact on Dec. 31, 2021.
Funding efficiency can also be not a criterion as a result of consumer aims and danger tolerance fluctuate, and advisors hardly ever have audited efficiency studies. Advisors are nominated by their companies.
Corporations would not have an affect or impression on if or the place advisors are ranked within the Canada’s Prime Wealth Advisors program.
Neither The Globe and Mail nor SHOOK Analysis obtain compensation in alternate for placement on the rating.
This 12 months’s nomination and analysis durations befell between July 2022 and January 2023. SHOOK’s analysis and rankings present opinions meant to assist traders select the proper monetary advisor and aren’t indicative of future efficiency or consultant of anyone consumer’s expertise. Previous efficiency just isn’t a sign of future outcomes. Advisors are judged on particular person efficiency, however complete staff property are proven, which might embody a number of further advisors.
View extra particulars on this 12 months’s rating and methodology.
For extra info, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Analysis, LLC.