We are happy to announce the Tetrault Wealth Advisory Group winning Silver Medal honors in Wealth Professional magazines 2020 award category of “Advisory Team of the Year (Fewer than 10 Staff)”.
This award recognizes the most outstanding advisory team or office Fewer than 10 staff (including full-time equivalents, advisors and support staff) that has displayed excellence over the last 12 months.
Advisory teams or offices may nominate themselves and the WPA team will also consider input from peers, partners, and clients.
When judging this category, the following criteria will be considered:
- Year over year AUM growth
- Employee value proposition (business development support, marketing support, education, training, philanthropy)
- Overall client service and relationship management
- Growth strategy
- Spirit of innovation with use of wealth technology and digital platforms/tools
- Industry reputation
Way to go Tetrault Wealth Team! Looking forward to next years awards!