2017 Qtrade Top Advisors
We are pleased to announce the 2017 Qtrade Top Advisor List, which recognizes Top Qtrade Advisors across Canada in the MFDA (QAM), IIROC (QA) and Insurance categories*
Based on dealer and leader observations of the advisor, each of these advisors have demonstrated strong, consistent evidence of:
· Sound sales processes, business practices, and outstanding results
· Investment / financial planning and advice
· Consistently delivering a great member experience
· Risk management practices and adherence to regulatory / compliance requirements
· Leadership, collaboration and teamwork within their organization
John McPhee, CFP®, GFCU MoneyWorks
Mark Pike, CFP®, Summerland Financial Services Ltd.
Karen Fox, CFP®, Aldergrove Financial Planning
Jennifer Flentge, CFP®, Aldergrove Financial Planning
Steven Brar, CFP®, Aldergrove Financial Planning
Alexander Albrecht, SunCu Financial Services Inc.
John Georgescu, SunCu Financial Services Inc.
*To qualify for this award for 2017, an advisor needed to land, for both gross and adjusted net sales, in at least the top 25 of one category and at least the top 30-40 of the other category. This list would typically therefore represent the top performing 5-10% of advisors across the national credit union dealer population.