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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