The Polson Bourbonniere Derby team is thrilled to announce that we have been named a 5-Star Advisory Team by Wealth Professional, Canada’s leading resource for sophisticated financial planning and advice professionals. Wealth Professional asked investors across Canada to nominate their advisory teams and describe the key service offerings that set these teams apart and what value they provide to their clientele. The WP team reviewed all the nominations, examining how each team had made a meaningful contribution to their clients and the financial services industry. You can read the full report here.
In addition to this wonderful accolade, our leadership team captured 3 of the top 25 individual advisor awards. Derek Polson, Paul Bourbonniere and Michael Derby were each recognized individually as outstanding wealth advisors, winning a place in the industry as an Ontario 5-Star Advisor. The key areas that were assessed and ranked to select the winners were: Communication, Portfolio Performance, Product Knowledge, Client Trust, and Customer Service. You can read the full report here.
While we are honoured to receive these awards, it is the confidence and trust you demonstrate in us and our team that is the true reward!