Green Private Wealth Recognized by WP as a 2022 5-Star Advisor
In 2021, Wealth Professional conducted its inaugural search for 5-Star Advisors in Canada. Our goal was to answer one question: who are the best advisors in the East and the West when it comes to acting in their clients’ interests? From a diverse cross-section of financial professionals, we got the opportunity to spotlight remarkable examples of passion, dedication, and commitment – and we wanted to do it again. From January 3 to 28, the WP team undertook a rigorous marketing and survey process, leveraging its connections to thousands of advisors across the country. Investors were asked to nominate their advisors and rate them on six key criteria: communication, portfolio performance, product knowledge, client trust, client knowledge and customer service. The most voted-for advisors that received an average score of 4.00 or higher were named as 5-Star Advisors who are recognized based not on AUM (Assets Under Management), but rather the service provided to their clients.
Paul Green, Kris Dureau and David Harris were named to Canada’s 5 Star Advisors List for 2022 through Wealth Professional Magazine. This is not a paid award. Harbourfront Wealth Management is not a sponsor. Wealth Professional is a free online information resource for all Canadian advice and planning professionals.