LePoidevin Group has been rated 5 Stars in Wealth Professional Canada’s 5-Star Top Teams 2021 list
Online PR News – 22-May-2021 – Toronto, ON – The LePoidevin Group has 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 WP 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. For the purpose of this report, teams were classified as those with three or more advisors. 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.”
The LePoidevin Group at Canaccord Genuity Wealth Management was formed in 1988 by David LePoidevin, an industry veteran who now has more than 35 years of experience in the investment industry. Now managing more than $1.7 billion in assets, with offices in Vancouver and Toronto, the LePoidevin Group is a team of like-minded portfolio managers, research analysts, traders, a financial planner and administrative associates, some of whom have been with LePoidevin for more than 20 years.
LePoidevin, along with Marc Rinfret and Fletcher Hemmons, creates client portfolios and manages assets. He says he wouldn’t be as successful without the support of his team. “Fletcher and Marc are the other portfolio managers on the team that I brought on as my ‘young guns,’” he says. “We meet regularly and come up with the stock selection. I can only handle so many relationships, so they are such an integral part of the team. We have such a wonderful team, from administration to partners in portfolio management.”
The LePoidevin Group’s success comes down to a consistent and disciplined investment approach that focuses on preserving wealth, ignoring market fads, capitalizing on market corrections, sticking with a long-term approach and changing course when opportunity presents. LePoidevin believes one of the things that has set his team apart is its ability to handle crises, thanks to its macroeconomic perspective.
For the full report see issue 9.04 of Wealth Professional magazine out now. To view the list and to find out more about LePoidevin Group 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.