To find the 5-Star Brokerages of 2023, Wealth Professional solicited applications from brokerage firms across Canada. WP invited applicants to explain how they were excelling in key areas like culture, compliance, training, and technology. To be eligible, each firm had to be a full-service brokerage with a minimum of three locations.
Winners were judged by the substance of their nominations, based on specific examples of outcomes that were achieved and the relevant data to support their claims. The WP team carefully reviewed each nomination, examining how each brokerage had made a meaningful and tangible difference in the financial services industry.