Media Source: Wealth Professional | June 2, 2022
Four Harbourfront investment advisor teams have been named to the Wealth Professional Canada Magazine 2022 5-Star Advisory Teams list.
Faced with tightening regulation, mounting competition, and increasingly cost-conscious clients, advisors and teams are having to justify their fees by expanding and elevating their service offering. Consumers are showing an increased appetite for all things digital, and wealth professionals are pivoting hard to embrace technology, while taking care not to lose sight of the human side of their business.
For this award, Wealth Professional asked investors across Canada to nominate their advisory teams and describe the key service offerings that set these teams apart and the incredible value they provide to their clientele.
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