BC-based financial planner has been rated 5-Stars in Wealth Professional Canada’s latest 5-Star Awards
Online PR News – 18-May-2021 – Toronto, ON – A BC-based investment advisor and financial planner has just been recognized in Wealth Professional’s 5-Star Awards. This coveted list spotlights the advisors and teams who are delivering top-notch service to clients, as rated by investors.
“Wealth Professional strives to recognize the best in the wealth management industry. At the heart of that industry are the financial advisors and advisory teams who provide necessary advice to millions of Canadians each year, who are the focus of WP’s latest 5-Star Awards. This report features 5-Star Top Teams from around the country, as well as the 5-Star Advisors from Western Canada and Quebec,” says the Wealth Professional team.
“So what qualities define a 5-Star Advisor? The investors WP surveyed were asked to rank their advisors on communication, portfolio performance, product knowledge, client trust, client knowledge and customer service. Teams were evaluated on similar criteria, in addition to their key service offerings, differentiators and value propositions. The result was truly a snapshot of the future of the industry – those advisors and teams who made the final cut as 5-Star winners are going above and beyond investment management.”
Darren Alexander, a senior investment advisor and financial planner at AlexanderWealth & Associates Advisory Group with Manulife Securities Incorporated, spent much of his youth in South Africa before attending college in the UK. After college, he moved to Canada and entered the financial industry. More than 30 years later, he has used his experiences to build a successful practice.
“When it comes to experiences, you can never learn enough,” Alexander says. “Seasoned advisors have so many examples of situations to draw on. If you have been through several market crises, various governments, fiscal and monetary changes, and worked at several financial institutions, you have an amazing base to provide proactive, sound financial advice.” One of the biggest lessons Alexander has learned is the importance of behaviour – over the years, he has seen how different clients react to different situations. He notes that investors can be their own worst enemy, which is why having a strong relationship with an advisor is important.
For the full report see issue 9.04 of Wealth Professional magazine out now. To view the list and to find out more about Alexander click here: http://www.wealthprofessional.ca/best-in-wealth/5-star-advisors-and-top-teams-2021/355549
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 Top 50 Advisors and Women of Influence, as well as providing the latest in business best practice in a continually evolving industry.