Credentials, professionalism, and curiosity on how to continually evolve their service offering and advice with clients’ best interest in mind are the characteristics of what it means to be a top financial advisor in Canada in 2024.
Wealth Professional honours the best financial advisors in Quebec valued by their clients for their integrity, expertise and judgement.
Respondents shared their views on how the best advisors in Quebec go above and beyond their duty and data shows that the standouts are those that provide unconflicted advice, along with expert value-added insights around areas such as financial planning, trust/estate, and other complex matters.
