Investment executive’s (IE) Brokerage Report Card, which celebrates its 30th anniversary in 2023, highlights the resiliency and innovation of many of Canada’s investment advisors in the face of challenging headwinds.
The firm with the highest IE rating was, as in 2022, Wellington- Altus Private Wealth Inc., at 9.6 out of 10. (The IE rating is the average of a firm’s category ratings, which are collected on an ascending scale of zero to 10.) The firm’s performance, as rated by advisors across 27 categories, was stable year over year.
Wellington-Altus advisors remained most pleased with the company’s vision and support of entrepreneurial teams. “Everything is made simple and [there’s] a focus on providing the best, and [on] constantly evolving,” said one of the brokerage’s advisors.
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