A firm from Rimouski gets the second best ranking in Quebec and the 9the ranking of wealth management advisors in Canada.
This “Top 150” Wealth Management Tips in Canada appeared in The Globe and Mail last Friday.
“Out of more than 100,000 financial advisors in the country, Groupe Conseil Khalil (National Financial Bank) not only managed to take a place among the first 150, but also the 9.e ranking of the best law firms of all companies. This ranking, developed by the independent firm SHOOK Research in partnership with The Globe and Mail, is the result of a rigorous process that combines multiple interviews, the collection of qualitative information on investment processes, customer support and experience in the industry, taking into account. the assets under management”, specifies a letter sent to the clients of the company directed by Sébastien LeBlanc and Louis Khalil.
“In a daily concern to support you better and better in the construction, management and transmission of your wealth, it is gratifying to see that our work is recognized nationally, and this, among cities such as Montreal, Toronto and Vancouver “, adds -your.
“This is the first ranking of its kind in Canada and the objective is to provide investors with an independent opinion to help them choose the right wealth management board. Note that SHOOK Research does similar work in the United States , together with Forbes magazine. This recognition is even more special for us, being the only “Top 50″ team east of Montreal. This regional proximity, which has defined and inspired us for years, pushes us to constantly improve our service offer to you”, continued the company’s managers.
“Our team is very proud because we are recognized among the best wealth management advisors, all forms combined, in Canada. This ranking was developed by an independent firm Shook Research, in collaboration with the Globe and Mail. It is the result of a very rigorous process. There were interviews and a lot of quantitative information, especially in relation to the investment process, customer support, the overall service offering and the customer experience. We also taking into account the assets that are under our management”, says Sébastien LeBlanc, in an interview with u evening newspaper.
“This is the first time that a classification of this nature has been carried out in Canada. There are some in the United States led by the same firm. The objective of this research is to answer the question “how to help investors to find a good wealth investment advisor?” notes Mr. LeBlanc.
Positive for the region
“It is a special flavor for us. It is also positive for the region, in a context where there is a great centralization of services in major centers, to have a business of its kind that ranks among the best in Canada. We are the only “Top 50″ team located east of Montreal. There is one firm in Montreal that is seventh. Everywhere, we are the only ones. Our Rimouski team has 31 people. We have portfolio managers, tax experts , a notary, analysts, financial planners and administrative assistants. Dominique Prescott, who is part of our team, is based in Quebec,” Mr. LeBlanc also explains.
“It is a multidisciplinary team that was built with the aim of offering the best possible service to the client regarding their finances. We can answer all financial questions and we have experts in different fields. We serve about 1,300 families. We have a lot of to be proud. This team was born here, in Rimouski. It is a great success and what adds value to this classification is that it was established by independent companies. It is significant,” finally affirms Mr. LeBlanc.
Remember that the latter is a faithful contributor to the evening newspaper for economic issues.