Seven financial advisors from Nicola Wealth have made Wealth Professional Canada’s Top 50 Advisors 2021 list
Online PR News – 05-March-2021 – Toronto, ON – Nicola Wealth’s Karen Ikeda, Russell Feenstra, Jason Nicola, Sophia Ito, Ethan Astaneh, Brent Thomson, and Karisa Schaitel have been included in the annual Top 50 Advisors report released by Wealth Professional Canada magazine. This prestigious list recognizes Canada’s top-performing wealth management advisors.
After making her debut on the Top 50 Advisors list last year, Ikeda takes the top spot for 2021, becoming the first female advisor to rank at number one. With a book of business worth just under $1.2 billion, Ikeda has by far the largest AUM total among the Top 50, and she also had the fifth highest AUM growth in 2020. In addition, her three certifications (CFP, CLU and CIM) make her a well-rounded choice for the number-one advisor. “It is an honour to be recognized as the top advisor among this esteemed group,” Ikeda says. “This confirms how a committed work ethic, a dedication to clients and a steadfast approach to planning can truly reap rewards, particularly in a year as volatile as 2020.”
Ikeda’s success in a challenging year is a testament to both her own ability and her firm’s adaptability. “Facing a global pandemic is not easy, particularly when it can create speculation and worry around its impact on the markets and investors’ portfolios,” she says. “While our firm moved to a remote work environment relatively seamlessly, there was always the risk of feeling disconnected from clients we were not able to meet with in person. When facing challenges like these, I found it helpful to remember that the parameters put in place are put in place for the health and well-being of our society. Through virtual meetings and consistent communication, I have maintained and even strengthened my relationships with clients.”
“Wealth Professional’s 2021 Top 50 Advisors list is a mix of familiar faces (32 of this year’s honourees also made the list in 2020) and new blood,” says the Wealth Professional team. “In a year filled with market volatility, the 50 advisors who made this year’s list are managing a total of more than $18.5 billion in assets, up from last year’s total of $16 billion. They represent a wide range of experience (from two to 50-plus years in the business) and are spread across seven different provinces.”
For the full report see issue 9.01 of Wealth Professional Canada magazine out now. To view the list and to find out more about the top advisors from Nicola Wealth click here: https://www.wealthprofessional.ca/special-reports/top-50/top-50-advisors-2021/336841
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.