Lots of the distinguished awardees from 2022 come from Wellington-Altus, which was amongst Wealth Skilled’s 5-Star Brokerages in 2022. Since its inception in 2017, the agency has amassed greater than $20 billion in belongings underneath administration, cementing its popularity as a pressure to be reckoned with.
“This recognition celebrates our companions who’ve rallied round our shared imaginative and prescient to redefine what it means to be an unbiased wealth administration agency with an entrepreneurial tradition,” says Wellington-Altus Personal Wealth President Jordy Chilcott. “Each one among our companions are on this collectively, collectively propelling our shared success and unstoppable momentum into the long run.”
Selena Woo, vp of Advisory Providers – Associates and Operations at Nicola Wealth, was one of many 5-Star Main Ladies in Wealth acknowledged in 2022. For her, it’s necessary not simply to have fun one’s successes, but in addition to share it with others.
“I actually consider that as you rise in your profession, it’s necessary to raise others up alongside the best way, as a result of success turns into much less about particular person ambition and extra about working collectively to construct one thing nice,” she says.
Conquest Planning, a financial-planning software program agency that’s grown exponentially since launching 2019, was among the many 5-Star Wealth Know-how Suppliers in 2022. With its industry-leading synthetic intelligence engine, Conquest has been a trailblazer in serving to corporations scale up their capabilities to supply recommendation to shoppers.
