Best in Wealth 2022

Page 1

BEST IN WEALTH 2022

SPECIAL REPORT
Celebrating the outstanding organizations and professionals in the wealth industry in Canada
2 • Trading strategies and order management • CRM – DocuSign®, Outlook® integration • Client statements, regulatory reporting, CRM2, 1000+ reports • Fund accounting Harmony™ by Infinite Investment Systems is a comprehensive portfolio management system and the foundational platform of investment firms across the country. BRINGING HARMONY TO PORTFOLIO MANAGEMENT KEY FEATURES • Portfolio valuation and accounting • Performance measurement • Compliance – IPS monitoring and pre- and post-trade rules • Fee calculation and billing • Trading strategies and order management • CRM – DocuSign® and Outlook® integration • Client statements, regulatory reporting, CRM2 and 1000+ reports • Fund accounting Harmony™ by Infinite Investment
is
comprehensive portfolio management system and the
for investment firms
the country. Learn more at www.inf-systems.com USED BY 85+ CLIENTS MANAGED ASSETS $150+ BILLION CLIENTS HAVE ACCESS TO 1,000+ REPORTS
Systems
Canada’s most
foundational platform
across
3 SPECIAL REPORT BEST IN WEALTH 2022 TABLE OF CONTENTS Introduction 5-Star Advisors 5-Star Advisory Teams 5-Star Asset Managers, 5-Star Brokerages 5-Star CSR Strategies in Wealth, 5-Star Leading Women in Wealth 4 6 8 9 10 5-Star Wealth Technology Providers 5-Star Wholesalers Rising Stars Top 50 Advisors 11 14 15 17

BEST IN WEALTH 2022

Here is a roundup of the award-winning organizations and professionals featured in our Special Reports

THROUGHOUT THE YEAR, our 30-strong Intelligence Unit researches a series of Special Reports – each showcasing the top-performing wealth professionals and companies across a number of important categories. Over the past 12 months, 25,000 surveys have been sent to our readers across Canada. The culmination of all that reporting is our annual Best in Wealth digital edition.

The Best in Wealth recognizes the wealth award winners from all of our special reports in 2022, which have already attracted 1.7 million online pageviews between them.

This important list provides a definitive annual collection of those who have delivered outstanding results, introduced new initiatives, refined existing working practices and also acted as a source of inspiration to colleagues.

“This recognition celebrates our partners who have rallied around our shared vision to redefine what it means to be an independent wealth management firm with an entrepreneurial culture. Every one of our partners are in this together, collectively propelling our shared success and unstoppable momentum into the future,”

says Wellington-Altus Private Wealth president Jordy Chilcott.

Also featured on the list is iA Private Wealth. “We walk the talk of independence; we are the most independent Canadian company that offers the stability and security of a parent company that has embraced independence for 130 years,” says president and CEO Stephan Bourbonnais. “Our superpower is that we truly understand independence and what that means for the advisor and ultimately their clients.”

4 SPECIAL REPORT

As a global publisher, our 30-strong Intelligence Unit dedicates itself to carrying out detailed research including harnessing our wide-ranging resources to canvass industry experts and knowledgeable sources to determine who is worthy of a place on the

list. It was curated and published by Wealth Professional Canada

We also thank Women in Capital Markets and Investments & Wealth Institute for their help with our reports.

Below is the Best in Wealth. We hope you enjoy discovering all of those who we believe are shining brightest and shaping the future of the wealth industry.

5 BEST IN WEALTH 2022
Each year, our research team sends out thousands of surveys to the wealth industry, which it then follows up with phone interviews to find out just who the industry thinks is worthy of recognition. The shortlisted finalists are then put in front of our judging panel to help make a final decision on who to include. HOW WE CHOOSE THE BEST 1,686,345 Pageviews of the best in page 232 Surveys we've sent out over the year globally 189 Special reports we produced over the year globally SPECIAL REPORTS BY REGION/COUNTRY Asia AU 47 CA 65 Global NZ UK US 8 8 23 14 24

ONTARIO

David Little

Blue Oceans Private Wealth

iA Private Wealth

Phone: 905 639 5777 Email: david.little@iaprivatewealth.ca Website: richretirement.ca or dlittle.ca

Anthony Gordon, JD, LLM, CFP, CLU, CEA

FiduSure Financial

Phone: (647) 567 4702 Email: Anthony.gordon@fidusure.com Website: askanthonygordon.ca

Francine

Dick, CFP

Carte Wealth Management

Phone: 647 897 6471 Email: francine.dick@cartewm.com Website: askfrancince.ca

Janet Dawes

JD Wealth Insured   Phone: 226 706 8627 Email: jdawes@jdwealthinsured.com Website: jdwealthinsured.com

Léony deGraaf Hastings

deGraaf Financial Strategies

Phone: 905 632 9900 Email: hello@dgfs.ca Website: dgfs.ca

Dan Noonan

The Wealthbuilding Group Harbourfront Wealth Management

David Harris

Green Private Wealth  Harbourfront Wealth Management

5-STAR ADVISORS

Diana Dowhaluk

Konrad Kopacz

DD

Wealth Management Group Raymond James

Geoffrey MacGillivray

Carte Wealth Management   Blue Harbour Financial Services

Gordon Love

The Rosedale Family Office  Wellington-Altus Private Wealth

Heather Holjevac

Holjevac Financial Group

Ida

Khajadourian

Khajadourian Wealth Management  Richardson Wealth

Jamie Suprun

Suprun Wealth Management iA Private Wealth

Jason DeJean

The Wealthbuilding Group  Harbourfront Wealth Management

Jason

De Thomasis

De Thomas Wealth Management

Jay Nash

Nash Family Wealth Management  National Bank Financial

Justin Lim

LK Wealth  Echelon Wealth Partners

Kerry Rizzo

BlueRidge Private Wealth  Harbourfront Wealth Management

Kris Dureau

Three Hats Financial  Harbourfront Wealth Management

Kristina de Souza

Kleinburg Private Wealth  Carte Wealth Management

LK Wealth  Echelon Wealth Partners

Mark Samborski

Pinnacle Wealth Brokers

Mike Connon

The McClelland Financial Group  Assante Capital Management

Monica Weissmann

Wealth Management by Monica Weissman  Manulife Securities

Paul Green

Green Private Wealth  Harbourfront Wealth Management

Robert McClelland

The McClelland Financial Group  Assante Capital Management

Roland Orban

Penmore Wealth Management

Sajjad Hussain

Allen Private Wealth Group  iA Private Wealth

Sonny Goldstein

Goldstein Financial Consultants  Goldstein Financial Investments

Wolfgang Klein

The Wolf on Bay Street

Canaccord Genuity Wealth Management

EASTERN CANADA

Brian Himmelman

Himmelman & Associates Financial Advisors  Manulife Securities Investment Services

Colin White

White LeBlanc Wealth Planners  iA Private Wealth

6 SPECIAL REPORT

5-STAR ADVISORS

Dan LeBlanc

White LeBlanc Wealth Planners  iA Private Wealth

Dennis Graves

Graves Financial Advisory Group  CIBC Wood Gundy

Laura Whiteland

White LeBlanc Wealth Planners  iA Private Wealth

QUEBEC & WESTERN CANADA

Steve Buisson

Buisson Gestion De Patrimoine iA Wealth

Phone: 418 781 9905 Email: steve.buisson@iagestionprivee.ca Website: buissongestiondepatrimoine.com

Adam Pukalo

PI Financial Corp

Ainsley Mackie

White LeBlanc Wealth Planners  iA Private Wealth

Antoine Niding

Niding Wealth Management  Richardson Wealth

Thane

Stenner, CIM, FCSI

Stenner Wealth Partners+ Canaccord Genuity Wealth Management Phone: 1 833 783 6637 Email: SWP@cgf.com Website: stennerwealthpartners.com/ contact-us

Chris Anderson

RiverRock Private Wealth Partners  Harbourfront Wealth Management

Gene Kim

Summit Private Wealth Mandeville Private Client

Jane Cheong

TE Wealth, an affiliate of CWB Wealth Management

David Poliquin

BGY Services financiers intégrés  iA Private Wealth

Phone: 418 682 5853 Ext 303 Email: dpoliquin@bgy.ca Website: bgy.ca

John Rathwell

Rathwell Financial  Raymond James

Joseph Bakish

Bakish Wealth  Richardson Wealth

Katherine

Ross

Darcie Crowe

Crowe Private Wealth  Canaccord Genuity Wealth Management Phone: (604) 643 0141 Email: dcrowe@cgf.com Website: croweprivatewealth.com

Raymond James

Kelly Ho

DLD Financial Group

Keith Matthews

Tulett Matthews and Associates

Kevin Dehod

CWB McLean & Partners Wealth Management

Korina Fandrick

Milestone Wealth Management

Lisa Carter

Portum Financial Services  Sun Life

Martin Cloutier

Prestige Private Wealth  Harbourfront Wealth Management

Martin Pelletier

TriVest Wealth Counsel  Wellington-Altus Private Counsel

Marvin J Schmidt

The Schmidt Investment Group  CIBC Wood Gundy

Nathan Leibowitz

Manulife Securities

Nino Marcozzi

Heimlich Investment Management  Echelon Wealth Partners

Patti Dolan

Wagner Investment Team  Wellington-Altus Private Wealth

Peter Szeto

Peter Szeto Investment Group  Harbourfront Wealth Management

Robert Luft

Luft Financial iA Private Wealth

Sam Lichtman

Achieve Wealth Management

Sarah

Mulder

Hemmett Anseeuw & Associates  Harbourfront Wealth Management

7 BEST IN WEALTH 2022
AWARD
WINNERS

Thierry Jabour

Thierry Jabour Financial Group  Manulife Securities

5-STAR ADVISORS

Travis Forman Strategic Private Wealth  Harbourfront Wealth Management

5-STAR ADVISORY TEAMS

LePoidevin Group, Canaccord Genuity Wealth Management

Phone: 1 855 643 7073

Email: lepoidevingroup@cgf.com Website: lepoidevingroup.com

MP Wealth Advisory, WellingtonAltus Private Wealth

Phone: 250 368 3838 Email: mpwealth@wellington-altus.ca Website: advisor.wellington-altus.ca/ mpwealthadvisory

Miles Wealth Management Group, Richardson Wealth

Phone: 204 953 7828

Email: Benji.Miles@RichardsonWealth.com Website: BenjiMiles.com

Cheng Begg Wealth Management Group, Richardson Wealth

Desai Wealth Management, RBC Dominion Securities

Elevate Wealth Management, Q Wealth Partners

Fox Group Private Wealth Management, IG Wealth Management

Gilman Deters Private Wealth, Harbourfront Wealth Management

Green Private Wealth, Harbourfront Wealth Management

GreyWolf Wealth Management Group, Wellington-Altus Private Wealth

Janice Honeyman, Honeyman Wealth Research Capital Corporation

Kleinburg Private Wealth, Carte Wealth Management

Leacock Group, CIBC Wood Gundy

Luft Financial, iA Private Wealth

Meckelborg Financial Group

Nicola Wealth

Oakwater Wealth Counsel, Harbourfront Wealth Management

Popowich Karmali Advisory Group, CIBC Wood Gundy

PWM Private Wealth Counsel, iA Private Wealth

Rosedale Family Office, Wellington-Altus Private Wealth

Starratt Wealth Management, Canaccord Genuity Wealth Management

Richie Feindel Wealth Management, Richardson Wealth

Phone: 1 866 205 3548

Email: andrew.feindel@richardsonwealth.com

Abbott Wealth Management, Harbourfront Wealth Management

Capesky Insurance & Wealth Management

Castlemark Wealth Management

JMRD Watson Wealth Management Team, National Bank Financial

Judd Bisson & Associates, Investors Group Wealth Management

Keeley, Inukshuk Capital Management

Khajadourian Wealth Management, Richardson Wealth

Stenner Wealth Partners+, Canaccord Genuity Wealth Management

Stonebridge Wealth Management, Manulife Securities

Team Jackie Porter Tétrault Wealth Advisory Group, Canaccord Genuity Wealth Management

The CM Group, CIBC Wood Gundy

8 SPECIAL
REPORT

The

The

Worldsource

The Schmidt Investment Group, CIBC Wood Gundy

The Wong Group, WellingtonAltus Private Wealth

The

Tonge

Manulife

9 BEST IN WEALTH 2022 AWARD WINNERS
ADVISORY TEAMS
ASSET MANAGERS
5-STAR
5-STAR
Asset
BMO Global
Management Caldwell Investment Management CI Global Asset Management Dynamic Funds Fidelity Investments
Forge First Asset Management Franklin Templeton Canada Harvest ETFs Horizons ETFs Canada iA Clarington Investments Mackenzie Investments
Investment Management Nicola Wealth Private Capital SIA Wealth Management Trivest Wealth Counsel
McClelland Financial Group, Assante Capital Management
Morcom Wealth Management Group, Wellington-Altus Private Wealth
The Parton Group, IG Wealth Management
Wooding Group, CIBC Wood Gundy Thierry Jabbour Financial Groupe, Manulife Securities
5-STAR BROKERAGES
Wealth Management
Securities
McChlery & Associates, iA Private Wealth TWM Group, iA Private Wealth Wyngaert Wealth Essentials, Manulife Securities
CIBC Wood Gundy Harbourfront
iA Private Wealth Leede Jones Gable Manulife
Nicola Wealth
Wealth
Canaccord Genuity
Management
Phone: (416) 869 7368 Email: info@canaccordgenuity.com Website: canaccordgenuity.com/wealthmanagement-canada
Edward Jones Canada
Phone: 1 800 441 2222 Email: jennifer@ledford@edwardjones.com Website: edwardjones.ca\knowmore
Wealth Management
Phone: 905 940 5550 | 1 800 287 4869 Email: partnerships@worldsourcewealth.com Website: worldsourcewealth.com/ homepage.html
Nour Private Wealth Peak Financial Group Wellington-Altus Private Wealth

5-STAR CSR STRATEGIES

Broadridge Financial Solutions Genus Capital Management

iA Clarington Investments Manulife Investment Management

Ontario Securities Commission Skyline Group of Companies

5-STAR LEADING WOMEN IN WEALTH

Chantal McNeily

Investment

RBC

Helen Hurlbut

Chief Financial Officer

Equiton   Phone: 905 635 1381 Email: hhurlbut@equiton.com Website: equiton.com

Jennifer Hochstein

Associate Vice President, Western Region

Wellington-Altus Private Wealth Phone: 778 907 2018 Email: jennifer.hochstein@wellington-altus.ca

Sonia LeRoy, CFP, RFP, RIS

Senior Wealth Advisor

LeRoy Wealth Management Group – IPC Securities Corporation Phone: 613 238 7818 Email: sonia.leroy@ipcsecurities.com Website: theleroygroup.com

Advisor

Cheryl Rajan

Senior Associate Wealth Advisor

The Schmidt Investment Group, CIBC Wood Gundy

Corry Staff Owner

Corry Staff Financial Group

Danica Pinto

Tanya Wilson, CFP, CIM, FCSI

Senior Wealth Advisor and Portfolio Manager

Gold Seal Financial Group – Wellington-Altus Private Wealth Phone: 604 802 7897 Email: tanya.wilson@wellington-altus.ca Website: goldsealfinancialgroup.com

Nathalie Richard, CFP

President

and Owner

INSIGHT Wealth Management

Phone: 902 455 4914 Website: peakgroup.com

Selena Woo

Vice President, Advisory Services –Associates and Operations

Nicola Wealth

Phone: 604 235 5443 Email: swoo@nicolawealth.com Website: nicolawealth.com

Alice Fang

President

and CEO

Northern Trust Global Advisor

Andrea Casciato

Head of Digital Investing BMO

Annie Sinigagliese, CPA, FCSI

Vice President and Chief Product Officer Croesus

Carly Plate

Vice President, Client Portfolio Management RPIA

Catherine Metzger-Silver Financial Advisor

Edward Jones

Regional Vice President, Sales AGF Investments

Darcie Crowe, CIM, PFP, CDFA

Senior Wealth Advisor and Senior Portfolio Manager

CG Wealth Management Canada

Dilys D’Cruz

Senior Vice President and Head – Wealth Management and Financial Planning

Meridian Credit Union

Edith Kernerman

Financial Advisor and Chief Operating Officer

FiduSure Financial

Efrat Sterling-Harel, CIM

Portfolio Manager

iA Private Wealth

Ida Khajadourian, CIM, CAIA, FMA

Portfolio Manager Investment Advisor

Richardson Wealth

Ingrid Denda, CFP, FMA, RRC

Financial Advisor

Assante Capital Management

10 SPECIAL REPORT

5-STAR LEADING WOMEN IN WEALTH

Jackie Porter

President and Certified Financial Planner

Team Jackie Porter

Jan Pryde

Senior Wealth Advisor

CIBC Wood Gundy

Janice Honeyman

Portfolio Manager Research Capital Corporation

Jasmit Bhandal,

CFA

Chief Operating Officer Horizons ETFs (Canada)

Julie Shipley-Strickland

Senior Wealth Advisor

Wellington-Altus Private Wealth and Julie Shipley-Strickland Wealth and Risk Management

Kaitlyn Lawson

Director of Business Development iA Private Wealth

Karen Bird

Associate Branch Director and Investment Advisor

RBC Dominion Securities

Kelly Ho, CFP, CCS

Certified Financial Planner Professional DLD Financial Group

Kerry Rizzo

Senior Investment Manager Harbourfront Wealth Management

Kristina de Souza, CFP

Financial Planner

Kleinburg Private Wealth and Carte Wealth Management

Laurie Bonten

Senior Wealth Advisor

Wellington-Altus Private Wealth

Linda Cartier

President Academy of Financial Divorce Specialists

Lisa Langley

CEO and Founder Emerge Canada

Liz Bouthillier

Senior Vice President, Sales Franklin Templeton

Lynn Stibbard

CFO and COO

Harbourfront Wealth Management

Maili Wong

Senior Portfolio Manager, Senior Wealth Advisor and Board Member Wellington-Altus Private Wealth

Maria Flores

Chief Compliance Officer and President Carte Wealth Management

Mary Marsillo, MBA

Head, Financial Planning and Tax Solutions T.E. Wealth, an affiliate of CWB Wealth Management

Melonie Dixon

Consumer Banking | Vice President, Digital Marketing and Consumer Engagement Home Trust Company

Natalie Ferebee, FMA

Senior Investment and Wealth Advisor

RBC Dominion Securities

Natalie Jamison

Senior Wealth Advisor

Scotia Wealth Management

Penny Omell

Portfolio Manager, Senior Wealth Advisor CIBC Wood Gundy

Robyn K. Thompson, CFP, CIM, FCSI

President Castlemark Wealth Management

Sarah Jones

Senior Investment Advisor

Rosedale Family Office and Wellington-Altus Private Wealth

Sherry Davis, B.Mgt, FMA, PFP, FCSI

Senior Financial Advisor ATB Wealth

Susan Carson, CFP, CIM, CIWM, RIAC, FCSI, EPC

Investment Advisor and Portfolio Manager Richardson Wealth

Susyn Wagner, CIM, CFP, FCSI

Senior Investment Advisor and Senior Portfolio Manager Wellington-Altus Private Wealth

Trixie Rowein, B.Comm, CFP, CIM, CPCA

Senior Portfolio Manager and Financial Advisor Raymond James

Tuula Jalasjaa

Founder The Women's Collection

CI Direct Investing

Phone: 1 877 310 1088 Email: info@cidirectinvesting.com Website: cidirectinvesting.com

11 BEST IN WEALTH 2022
5-STAR WEALTH TECHNOLOGY PROVIDERS AWARD WINNERS Infinite Investment Systems Phone: 416 861 0911 Email: info@inf-systems.com Website: inf-systems.com AdvisorFlow Agora Dealer Services Croesus FindBob FutureVault BACK-OFFICE SUPPORT

Phone:

Phone:

Phone: 416 861 0911

Email: info@inf-systems.com Website: inf-systems.com

Phone: +1 877 531 0580 Email: hello@chritableimpact.com Website: charitableimpact.com

12 SPECIAL REPORT 5-STAR WEALTH TECHNOLOGY PROVIDERS Charitable Impact
Mako Financial Technologies Nest Wealth Asset Management OneVest Pascal WealthTech SideDrawer InvestCloud Pascal Wealthtech Broadridge Financial Solutions Conquest Planning Croesus InvestCloud Nest Wealth Asset Management Planworth Snap Projections AdvisorFlow CapIntel Croesus d1g1t SIACharts Inovestor Morningstar Nest Wealth Asset Management OneVest Pascal WealthTech Portfolio Aid TMX Logicly CapIntel Croesus d1g1t SIACharts Inovestor Morningstar Nest Wealth Asset Management OneVest TMX Logicly Equisoft Four Eyes Financial InvestorCOM Learnedly DIGITAL MARKETING OTHERS FINANCIAL PLANNING SOFTWARE PORTFOLIO MANAGEMENT FINANCIAL TOOLS OR DASHBOARDS HeyAdvisor
contact@heyadvisor.ca
heyadvisor.ca CI Direct Investing
Email:
Website:
CI Direct Investing
Phone: 1 877 310 1088 Email: info@cidirectinvesting.com Website: cidirectinvesting.com
info@cidirectinvesting.com
cidirectinvesting.com
Direct Investing
Phone: 1 877 310 1088 Email:
Website:
CI
Investment Systems
1 877 310 1088 Email: info@cidirectinvesting.com Website: cidirectinvesting.com Infinite
Investment Systems
416 861 0911 Email: info@inf-systems.com Website: inf-systems.com Infinite

Over the course of its near-20-year history, Infinite Investment Systems has established itself as an authentic Canadian growth story – and it all started with one ambitious vision.

“The goal was to provide portfolio managers and investment management firms with a comprehensive application that offered not only a breadth of functionality but also unparalleled depth in each module as well. We wanted Harmony to solve for most, if not all, aspects of operations and administration,” says Paul Gambell, executive vice president for business strategy.

Infinite Investment Systems was cofounded in 2004, when the business was launched with its flagship product, Harmony, a comprehensive portfolio management system.

With Harmony, Infinite’s goal was to provide firms with a holistic, foundational and future-focused platform that would regularly evolve to meet the changing needs of Canadian wealth managers. With more than 85 in-market implementations, it’s come to be the portfolio management solution of choice for investment managers from coast to coast.

“We have always been exclusively focused on Canada because portfolio management firms here have specific regulatory and business requirements that are not a focus for US and multinational technology providers,” explains Mike Zegers, vice president for strategy and business development at Infinite.

“We want to be known for our expertise in this market and our ability to enable wealth managers to stay ahead of the curve when it comes to new mandates, regulations and

INFINITE INVESTMENT SYSTEMS

Head Office Address: 100 King Street West, Suite 5310, Toronto, ON M5X 1E1

Email: info@inf-systems.com Website: inf-systems.com

reporting requirements.”

While Infinite might be classified as a technology vendor, Zegers says the company has always focused on service. “The whiteglove service and tailored implementations that we provide need to be as strong as the technology solutions we provide,” he explains.

The firm's key personnel include industry veterans who have worked on all sides of the industry. Their expertise in implementing or using this kind of technology has allowed Infinite’s clients to leverage the platform and bring more efficiency to their businesses. Key members of Infinite’s support and implementation teams are in a unique position to more easily empathize and see things from the client’s perspective, providing a best-in-class implementation and support model.

“Our clients are our partners. Full stop. We always see ourselves as an extension of their operations team or back office,” Zegers says. “Our team establishes relationships with our clients because we believe that collaboration and partnership in each implementation yield the best results for all parties.”

Going all in on Canada has also been foundational to Infinite’s ability to consistently respond to and exceed regulatory requirements. When CRM2 was first introduced, Infinite was able to quickly implement more robust capabilities to satisfy the enhanced rules for transparency around the cost and performance of client accounts.

The firm’s commitment to Canada has allowed it to stay in tune with the industry’s needs. A major piece of Infinite’s success has been its strong integration with Canadian book-of-record systems, custody

platforms and data suppliers. Infinite has become a subject matter expert in bringing data from multiple sources together to create a single, independent and unified database with accuracy and transparency. This experience has served as the impetus for Infinite’s launch of its data platform in 2022.

On the support side, Infinite’s trove of experience performing platform conversions gives it a unique familiarity with all other portfolio management systems in the country, as well as expertise in data coming from a variety of sources. That enables Harmony to be agnostic with respect to where clients get their data from.

“Infinite's subject matter expertise with industry data is key to our success and our ability to support the requirements of our clients,” Gambell says. “This has allowed our clients to rely on Infinite as a source of truth for their reporting requirements.”

Staying true to its ethos of evolution, Infinite has also developed other software solutions. The Harmony Client Portal and Melody CRM are products which are built to augment the Harmony PMS and offer more tools and functionalities to support and accelerate investment firms’ business in other ways.

“More than anything, we value the relationships we have with our clients,” Zegers says. “Harmony and our other applications are built to allow clients to more easily run and scale their businesses, and that is at the forefront of what we do each day.”

13 BEST IN WEALTH 2022

SPECIAL REPORT

Andrew D’Iorio

Manulife Investment Management

Phone: 514 402 5814

Email: andrew_diorio@manulife.ca Website: manulife.ca

5-STAR WHOLESALERS

Patrick Landucci

Manulife Investment Management

Phone: (514) 287 5631

Email: patrick_landucci@manulife.ca Website: manulifeim.com/retail/ca/en

Eric VanViegen

Brompton Funds

Phone: 647 909 7888 Email: vanviegen@bromptongroup.com Website: bromptongroup.com

Al MacDonald

TD Mutual Funds

Chris Bisson

Manulife Investment Management

Phone: 705 730 2317

Email: chris_bisson@manulife.ca Website: manulife.ca

Rachid Boufarsi

Manulife Investment Management

Phone: 514 706 6474

Email: rachid_boufarsi@manulife.ca Website: manulifeim.ca

Brendan Lisk Dynamic Funds

Brent Paul  Mackenzie Investments

David Hsu

BMO Global Asset Management

Dillon Gretzky

Mackenzie Investments

Dimitri Antanopoulos

Christian Tucci

Manulife Investment Management

Phone: 519 636 4661

Email: christian_tucci@manulife.ca Website: manulifeim.com/retail/ca/en

Scott MacKinnon

Manulife Investment Management

Phone: 613 858 9758

Email: scott_mackinnon@manulife.ca Website: manulifeim.ca

Dynamic Funds

Edyta Bujack

TD Asset Management

Eric

Desrosiers

Canoe Financial

Ghislain Maillet

Fidelity Investments

Eric Hudon-Dufour

Manulife Investment Management

Phone: 418 952 1728

Email: eric_hudson-dufour@manulife.ca Website: manulifeim.com/retail/ca/en

Tanja Mirazic

Manulife Investment Management

Phone: 905 749 0459

Email: tanja_mirazic@manulife.ca Website: manulifeim.ca

Jeff Burgoyne Mackenzie Investments

Joe Galbraith Equitable Life of Canada

Johnathan Roberts Fidelity Investments

Jordan Kaczmarzyk

Fidelity Investments

Kosta

Brikas

Mark Shimmin

Manulife Investment Management

Phone: 25 869 9772

Email: mark_shimmin@manulife.com Website: manulifeim.com/retail/ca/en

Chris Bone

CI Global Asset Management

Phone: 647 531 2519

Email: cbone@ci.com Website: cifinancial.com/ci-gam/ca/en/ index.html

TD Asset Management

Marc Parent Dynamic Funds

Matthew Rutsey

Dynamic Funds

14

Murray Porubanec

Fidelity

Investments

Nick Kapetanakos

TD

Asset Management

Patrick Graham

Franklin Templeton Investments

Paul Rivard

Avisio Wealth/NEI Investments

5-STAR WHOLESALERS

Rafael Turcotte Harvest

Mathieu Ouellette

Investment Advisor

BMO Private Wealth

Phone: (902) 414 8082 Email: Mathieu.Ouellette@bmo.com Website: Oyler-Macdougall.com

Eric Selvaggi

Senior Investment Advisor

TD Wealth Management

Phone: 905 707 0837 Email: eric.selvaggi@td.com Website: advisors.td.com/ ageswealthmanagement

Erik Wachman

Financial Planner and Advisor

Assante Financial Management Phone: 416 880 2054 Email: ewachman@assante.com Website: wwhfinancialgroup.com

Tom Wile

NEI Investments

De Toni  Fidelity Investments

Santino

Will Fayed

Mackenzie Investments

Sean

Crockett  Fidelity Investments

Stephen Bebber  Fidelity Investments

RISING STARS

Zachary

Sun Life

Sikorski

Konstantine Theodor

Executive Financial Consultant

IG Wealth Management  Phone: 416 413 7200 Email: konstantine.theodor@igpwm.ca Website: thlprivatewealth.com

Stephan Cantanna

Platform Product Manager

Investment Planning Counsel  Phone: (647) 505 3250 Email: stephan.cantanna@ipcc.ca Website: ipcc.ca

Megan Martin

Associate Vice President, Investments

Invico Capital Corporation

Phone: (902) 393 7979 Email: mmartin@invicocapital.com Website: invicocapital.com

Steve Willems

Wealth Advisor

Assante Wealth Management

Phone: 604 859 4323 Email: swillems@assante.com Website: willemswealthplanning.ca

Alex Mahrt

Associate Portfolio Manager

The Mahrt Investment Group Wellington-Altus Private Wealth

Ann Babic

Pooja Gurrala

Investment Counsellor

Dixon Mitchell Investment Counsel

Phone: +1 604 669 3136 Email: pooja@dixonmitchell.com Website: dixonmitchell.com

Portfolio Manager

CWB Wealth Management

15 BEST IN WEALTH 2022 AWARD WINNERS

Anna Premyslova

Associate Portfolio Manager

CWB McLean & Partners Wealth Management

Blake Cluff

Investment Advisor Assante Capital Management

Brad Winlaw

Investment Advisor Green Private Wealth/Harbourfront Wealth Management

Caitlin Deckert

Associate Advisor Generations Financial Solutions/Assante

Carly Plate

Vice President, Client Portfolio Management RPIA

Darrell Mayo

Associate Portfolio Manager and Trader Exponent Investment Management

Gurtej Varn Financial Planner White Coat Financial

Jas Sandhu

President (Blackwater) and Investment Advisor (Manulife) Blackwater Advisors and Manulife Securities

Jason Hunt

Senior Associate, Family Office Practice First Avenue Investment Counsel

Jennifer Clyne

Associate PM Leede Jones Gable

Jeremy Kelly

Certified Financial Planner Kelson Financial

Jillian Kosolofski

Regional Sales Manager

AGF Investments

Joel Cann

Investment Advisor-Financial Planner

iA Private Wealth/Flagstone Financial Group

Jordan Rausch

Wealth Advisor and Client Relationship Manager Nicola Wealth

RISING STARS

Josh Mays-Quinn

Regional Sales Manager, BC Harvest ETFs

Kain Big Canoe

Associate Vice President, Indigenous Services T.E. Wealth

Kevin

Parton

Executive Financial Consultant IG Wealth Management

Kristina de Souza

Certified Financial Planner Kleinburg Private Wealth Management

Kyle Taylor

Wealth Advisor and Portfolio Manager TriDelta Financial

Marcus Basara

Investment Advisor Wellington Altus Private Wealth

Matthew Sears

Vice President and Financial Consultant T.E. Wealth

Nicky

President

Correa

CorrWealth Management

Rajan Dhot

Investment Associate Scotia Wealth Management

Ralph Abdel Nour

Investment Advisor and Associate Portfolio Manager Nour Private Wealth

Ross Ripley

Chief Executive Officer CU Financial Management

Ryan Archambault

Investment Advisor and Portfolio Manager Wellington-Altus Private Wealth

Sylvanna

Asia

Portfolio Manager

Harbourfront Wealth Management

Timothy Stranks

Wealth Advisor, Client Relationship Manager Nicola Wealth

Trevor Fennessy

Senior Planner

T.E. Wealth

Victoria Rempel

Wealth Advisor, Mutual Funds

iA Private Wealth, Investia Financial Services

Vishesh Pandya

Client Service Advisor Ontario Pension Board

16
SPECIAL REPORT

5-STAR WHOLESALERS TOP 50 ADVISORS

David Poliquin

iA Private Wealth

Gord Love

Wellington-Altus Private Wealth

David LePoidevin

Canaccord Genuity Wealth Management

Peter Kirby

Canaccord Genuity Wealth Management

Karen Ikeda Nicola Wealth

Thane Stenner

Canaccord Genuity Wealth Management

Jamie Switzer

Canaccord Genuity Wealth Management

Marvin J. Schmidt CIBC Private Wealth

Sean Gercsak

Canaccord Genuity Wealth Management

Andrew McQuiston

Wellington-Altus Private Wealth

Gerald Goertsen

De Thomas Wealth Management

Kyle Richie Richardson Wealth

Michael Mountford Scotia Wealth Management

Dwight Mann

Canaccord Genuity Wealth Management

Brad Jardine

Aligned Capital Partners

Rob Tétrault

Canaccord Genuity Wealth Management

Brad Gross

Wellington-Altus Private Wealth

Todd Degelman

Wellington-Altus Private Wealth

Reg Jackson

National Bank Financial

Craig Baun

Wellington-Altus Private Wealth

Faisal Karmali

CIBC Wood Gundy

Ludovic Siouffi

Canaccord Genuity Wealth Management

Sophia Ito Nicola Wealth

Alexandra Horwood Richardson Wealth

Andrew Feindel Richardson Wealth

Rob McClelland

CI Assante Capital Management

Chad Larson

Canaccord Genuity Wealth Management

Elie Nour Nour Private Wealth

Mark Therriault Nicola Wealth

Wes Ashton Harbourfront Wealth Management

Wolfgang Klein

Canaccord Genuity Wealth Management

Colin Andrews CIBC Wood Gundy

Tim Esplen Nicola Wealth

David Rutledge TD Wealth

Adam Watson National Bank Financial

Ethan Astaneh Nicola Wealth

Nader Hamid

iA Private Wealth

Kevin Hegedus

iA Private Wealth

Robert Luft

iA Private Wealth

William Frenn Manulife Securities

Russell Feenstra

Nicola Wealth

Jim Durnin

CI Assante Financial Management

Brent Thomson Nicola Wealth

Thierry Jabbour

Manulife Securities

Neil McIver

Canaccord Genuity Wealth Management

Frederick W. McCutcheon

Canaccord Genuity Wealth Management

Luke Kratz

CIBC Private Wealth

Brent Vandermeer iA Private Wealth

Joseph Bakish Richardson Wealth

David Christianson National Bank Financial

17 BEST IN WEALTH 2022 AWARD WINNERS

SUPPORTING ASSOCIATION

ABOUT THE CANADIAN ASSOCIATION

OF ALTERNATIVE

STRATEGIES & ASSETS (CAASA)

THE CANADIAN ASSOCIATION OF ALTERNATIVE STRATEGIES & ASSETS (CAASA) is Canada’s largest association, representing the alternative investment industry in the country, with more than 390 members, including alternative investment managers, pension plans, foundations, endowments and service providers. Its membership and activities span all alternatives, from hedge funds and venture capital to real estate and cryptocurrencies.

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 among its members and the industry at large.

Inclusiveness: CAASA represents a broad cross-section of public and private market participants whose offerings are distributed to true retail, accredited investor retail, family offices, endowments, foundations, public and private pension plans, and sovereign wealth funds.

Transparent governance and structure: CAASA was created and is controlled by the membership and local staff for the benefit of members and the Canadian alternative industry at large. The association’s Member Advisory Panel collaborates with its staff to develop and refine its overall strategy, new and ongoing initiatives, and event and conference themes and formats that focus on specific aspects and/or geographical areas of the Canadian alternative industry.

Engagement and activity: CAASA serves and represents the alternatives industry in Canada by engaging in member-led local and national initiatives in advocacy; investor, manager and industry best practices and policies; committees and working groups dedicated to broad mandates as well as those uniquely Canadian and in areas of national or regional expertise; and the production of thought leadership events, publications and initiatives affecting the Canadian and global alternative investment landscape.

18 SPECIAL REPORT

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