2020 Silver Medal Winners – Tetrault Wealth Advisory Group – Advisory Team of the Year (Fewer than 10 Staff)

Tetrault Wealth Advisory Group TeamWe 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)”.

Award Categories – https://wpawards.ca/awards-categories
2020 Silver Medal Winners – “Advisory Team of the Year – “Tetrault Wealth Advisory Group

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!

 

 

 

 

 

 

 

 

 

 

 

Tetrault Wealth

Tetrault Wealth Advisory Group is a Canadian award-winning Financial Planning and Wealth Management firm.

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