Founded in 2018, CAASA’s mission is to bring Canada to the world and the world to Canada by promoting information sharing, networking, and collaborative initiatives between its members and the industry at large.
To kick off the partnership, WP has released a survey inviting nominations for its 2023 Top 50 Advisors. Year after year, WP has turned a spotlight on the success of advisors and planning professionals from across Canada through its Top 50 Advisors list.
“CAASA is Canada’s source for all things alternative and our team has been advocating and creating educational programming for advisors and their clients for more than 10 years, mirroring the great content coming from Wealth Professional for these individuals.” said James Burron, Co-Founder & Partner of CAASA. “We are proud to support these important reports and the alts community going forward.”
Advisors, industry professionals, and clients are invited to nominate candidates for the Top 50 advisors here. The window for nominations will close on October 28.