The Nest Wealth Award for
BROUGHT TO YOU BY:
Business Development Manager/Wholesaler of the Year WINNER GREG LAGASSE Edgepoint Wealth Management
“We are on the cusp of great changes in the industry, which I think are a good thing. It will make all of us in the industry more professional and more accountable” A PARTNER with Edgepoint Wealth Management, Greg Lagasse welcomes the changes in the wealth management industry. The son of a financial advisor, Lagasse has built a reputation for putting the needs of clients first, which has served him well in his professional life. Lagasse joined Edgepoint in 2009 and quickly became known as someone who could build strong relationships with clients. The independent firm offers mutual funds, institutional and other investment products to those seeking to consolidate and grow their wealth. As such, Lagasse has played a crucial
“We have a vision of the future that, whether you’re a wholesaler, a broker dealer or a traditional advisor, there is room within your practice to improve with digital” RANDY CASS, Nest Wealth role in the business continuing to grow. “With our firm, the target is always doing what’s best for our clients,” he says. “Right now we deal with 130,000 families, and we are very focused on doing our best to protect them.”
AWARD SPONSOR Nest Wealth is Canada’s original and largest independent digital wealth advisor and the engine powering better digital wealth management for advisors, portfolio managers, and institutions in Canada. Nest Wealth’s newest product, Nest Wealth Pro, gives advisors the tools they need most, including but not limited to: white labeling, paperless and secure onboarding, and the ability to keep all assets at the advisors’ custodian of choice. Nest Wealth Pro is the easiest and most innovative way for firms and advisors to rapidly provide exceptional digital experiences to their clients, all while managing their own business with greater efficiency. For more information, visit nestwealth.com
FINALISTS Craig Koenig CI Investments Coby Bucci NEI Investments Jack Slusarczyk Excel Funds Management Warren Miles Sun Life Financial Greg Lagasse Edgepoint Wealth Management Alain Desbiens BMO Global Asset Management Philip Douglas Horizons Exchange Traded Funds Mark Bourgeois Fidelity Investments
COMMEMORATIVE GUIDE WP AWARDS 2016
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