Burlington-based financial advisor recognized as industry top performer

By: Wealth Professional
 
TORONTO - April 14, 2020 - PRLog -- A Burlington-based financial advisor has been recognized in a prestigious list of the industry's best advisors.

Noonan-Dejean Wealth Management's Dan Noonan 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.

Noonan got into the financial industry after following in the footsteps of his father, who was in insurance. Noonan has now been in the industry for 33 years, so it's safe to say it was the right path for him. In 2019, Noonan grew his AUM by an impressive 35% to $168 million. Now he's set new goals for his practice. "I want to continue the evolution of our money management by adding managed accounts and models, which will free up time, allowing more time for planning issues," he says. Despite celebrating his 60th birthday this year, Noonan doesn't plan to slow down anytime soon. "I do in fact see myself in the industry until my clients tell me I am no longer adding value," he says. "I see myself fully engaged until at least 75 – and ideally beyond!"

"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 Noonan click HERE (https://www.wealthprofessional.ca/special-reports/top-50/...).

-ENDS-

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.

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Source:Wealth Professional
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Tags:Top 50 Advisors
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Location:Toronto - Ontario - Canada
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Page Updated Last on: Jul 28, 2020
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