Saskatoon-based financial advisor recognized as industry top performer
By: Wealth Professional Canada
Wellington-Altus Private Wealth's Todd Degelman has been included in Wealth Professional Canada magazine's annual Top 50 Advisors report, spotlighting 50 of the best advisors working in the Canadian wealth management industry today.
After coming in third on the 2019 Top 50 Advisors list, Todd Degelman moves up one place to second in 2020. The co-founder and vice-chairman of Wellington-Altus, Degelman and partner Charlie Spiring have seen their independent firm grow tremendously in just under three years – they've already amassed close to $9 billion in AUM or in transition. Degelman himself continues to add to his personal AUM, growing it by 17% in 2019 to just under $464 million. Aligning himself with Spiring, Degelman says, has been essential to his success. As his business continues to grow, Degelman has several new goals in mind. "Within my practice, my goal is to continue to act as my clients' CFO and assist them in making sense of their wealth," he says. "For my firm, my goal is to continue to attract top talent across Canada and enhance the visibility of our rapidly growing firm. The need for more independent choices for advisors has never been greater, and I want to focus on building more advisory teams."
"In total, this year's Top 50 Advisors are managing more than $16 billion worth of assets, improving on last year's total by close to $6 billion," says the Wealth Professional team. "Once again, this year's list contains advisors from across the country, representing seven different provinces; British Columbia narrowly surpassed Ontario for the first time this year with the most advisors on the list (17 versus 15). This year, the list is almost split down the middle between returning (26) and new (24) members compared to 2019. The years of experience amassed by this year's Top 50 Advisors ranges from five to 37, highlighting both the current strength and the bright future of wealth management in Canada."
For the full report see issue 8.01 of Wealth Professional Canada magazine out now. To view the list and to find out more about Degelman click HERE (https://www.wealthprofessional.ca/
Wealth Professional is Canada's leading independent publication dedicated to financial planners and advice professionals. A key business resource, Wealth Professional provides news, opinion and in-depth analysis of trends and developments affecting the industry. Wealth Professional also offers a series of industry reports that recognize the achievements of key individuals and businesses such as Young Guns and Women of Influence, as well as providing the latest in business best practice in a continually evolving industry.