Revealed: Wealth Skilled’s 5-Star Brokerages 2023

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From a follow administration standpoint, these 9 companies are additionally actively looking for alternatives to assist their advisors remodel their enterprise, handle change, and optimize their enterprise processes to develop and future-proof their practices.

Amongst this yr’s luminaries is Edward Jones Canada, a mainstay 5-Star Brokerage because the listing’s inception. With 2,300 advisors, department workers, and staff beneath its umbrella, the agency has persistently demonstrated a dedication to creating the circumstances needed for advisors to serve their purchasers.

Moira Klein-Swormink, principal, Wealth Administration Recommendation and Options, highlighted her agency’s fierce dedication to a powerful company tradition, variety and inclusion, coaching, expertise, and compliance as a 5-star brokerage.

“We created a expertise modernization roadmap that lays out a three- to five-year plan with important technological upgrades or additions,” Klein-Swormink says.

“We’ve constructed out our staff … as we proceed to advance in expertise,” she provides. “If you marry the 2 collectively, we’re capable of present that actually custom-made expertise.”

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