THE AWARD FOR
BDM/WHOLESALER OF THE YEAR WINNER Zachary Sikorski Sun Life Financial
FINALISTS Alain Desbiens
BMO Global Asset Management
Darren Gazdag
Excel Funds Management
Harry Cheung
Dynamic Funds
Jeff Gibbons
Invesco Canada
Philip Douglas
Horizons ETFs Management
Warren Miles-Pickup Sun Life Financial
THE CONDUIT between BDMs and advisors is crucial in the asset
management business. Clients want to know their financial planner is up to date with the latest products and the returns they can potentially offer. Keeping abreast of all these developments is easier said than done, so that’s where wholesalers come in, providing the infor-
“I think being different from everyone else has helped me win this award. What we do is distill best practices from top-producing advisors and share those with our partners” ZACHARY SIKORSKI Sun Life Financial
mation that advisors need on a plethora of new funds. In 2017, Zachary Sikorski, director of wealth at Sun Life Financial, performed that role to a tee, making him a worthy recipient of the BDM/Wholesaler of the Year Award. At the ceremony at the Liberty Grand in Toronto, Sikorski reflected on why Sun Life has excelled when it comes to the sales side of the business. “Our approach is value first, so once we deliver value, we actually help advisors grow their practice by sharing the best practices from top producers,” he said. Presenting Sikorski with his award was Dane Taylor, sales manager of wealth and insurance products at KMI Media, who identified the importance of sales and financial planning being in alignment. “Wholesalers and BDMs for fund companies and life insurance providers are on the front line along with the advisors,” he says. “They are an integral part of the Canadian wealth management industry.”
Dane Taylor KMI Media Zachary Sikorski Sun Life Financial
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www.wealthprofessional.ca www.australasianlawyer.com.au
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