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Wealth Professional strives to recognize the best in the wealth management industry for the second annual 5-Star Advisory Teams. At the heart of that industry are advisory teams who provide necessary advice to millions of Canadians each year.

Are you part of a stellar advisory team and deserve to be recognized for your holistic service to clients?

Complete the entry form below before the deadline on Friday, March 31.

The 5-Star Advisory Teams, proudly supported by the Canadian Association of Alternative Strategies & Assets (CAASA), will be profiled on Wealth Professional Canada’s website in July.

For questions and concerns, contact trixy.kalalo@keymedia.com

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* 1. Please fill in your details below:

Name of advisory team:

Name of firm:

City/Province:

Number of team members:

Combined years of experience:

Number of years established as a team (listed team):

Team size for 3 years:

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* 2. Nominator contact information:

Name:

Job title:

Company:

Email address:

Phone number:

Province:

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* 3. Please list the designations that your team members hold:

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* 4. What are your team's key services or offerings to clients?

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* 5. What allows your team to be set apart from competitors?

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* 6. How would you describe your typical client? (i.e. niche/specific specialties)

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* 7. I confirm that the information provided in this submission is accurate to the best of my knowledge. If successfully selected, I accept that any or all information provided (excluding information clearly marked as confidential) may be published on the WPC website and newsletter and may not be subject to an approval process.

Yes, all the information provided is accurate.