With inflation, rising rates and market volatility dominating investor mindsets, the business of financial advice has taken on a much greater importance – and by extension, wholesale trading too. Wealth Professional’s 38 5-Star Wholesalers for 2022 are rising to the occasion by striking a balance between empathetic communication and in-depth product advice.
money professional Determined its second list of 5-star wholesalers in the Canadian investment industry, inviting Canadian advisors to nominate outstanding wholesalers for their product knowledge, communication and understanding of the advisor’s business, among other criteria .
For each metric, the WP team asked surveyed financial advisors to rate the wholesalers they submitted for consideration on a five-point scale. After that, the team reviewed all submissions, and selected the candidates with the most votes and the highest scores.