Montreal-based independent advisor has made this year's Wealth Professional Canada Elite Independents list
Online PR News – 20-September-2019 – Toronto, Ontario – Montreal-based Zagari Simpson & Associates has been named a top independent advisor in the latest Elite Independents report, released by Wealth Professional Canada. The prestigious list spotlights some of the best independent wealth management practices across Canada.
"As an independent advisor, you can sometimes feel like you're on your own. With no major organization setting objectives, it can be hard to tell if you're on the right path," says the Wealth Professional team. "That's why WPC wanted to take a closer look at some of the best independent practices across Canada to discover how they've achieved success without the resources of a larger organization to fall back on. There's no single recipe for success as an independent practice, but one common theme that came up among all of them is the need to create a better client experience. Many advisors said technology is helping them do this, whether as a communication tool or full-on financial planning software."
Speaking to Wealth Professional about their success, Michael Zagari and Edward Simpson of Zagari Simpson & Associates highlighted the firm's ability to focus on the advantages of being an independent advisor, such as being able to implement the technology they want to help scale their business.
"Technology has become the staple behind the practice's My Planning process, which uses NaviPlan financial planning software to help everyone from young professionals to retirees plan their financial future. So far, the formula has led to success for the practice, which continues to expand its client base and AUM."
Read the full report in issue 7.05 of Wealth Professional Canada, out now or find out more about Zagari Simpson & Associates HERE: https://www.wealthprofessional.ca/special-reports/elite-independents-276311.aspx.
Wealth Professional is Canada's leading independent publication dedicated to financial planners and advice professionals. A key business resource, Wealth Professional provides news, opinion and in-depth analysis of trends and developments affecting the industry. Wealth Professional also offers a series of industry reports that recognize the achievements of key individuals and businesses such as Young Guns and Women of Influence, as well as providing the latest in business best practice in a continually evolving industry.