Wealth Professional Awards 2022 Excellence Awardee

WEDNESDAY, JUNE 1, 2022 • LIBERTY GRAND, TORONTO

Award Sponsors

The Wealth Professional Awards is set to make its return as an in-person event on June 1, with some of the wealth management profession’s biggest names vying for the top prizes

THE WEALTH PROFESSIONAL AWARDS has become one of the most eagerly-anticipated event in the wealth management industry calendar – but their annual iteration promises to be extra special.

After two years of being hosted virtually, the Wealth Professional Awards are finally making their long-awaited return as an in-person event, with the best and brightest of Canada’s wealth management industry set to gather at Liberty Grand Toronto on June 1 for the live gala.

the files to select the final winners - a process fully verified by the Official Ballot Accountants- PWC. Winners and Excellence Awardees will be honoured at the live event, representing the perfect opportunity for key members of the wealth management industry to celebrate stellar work throughout a remarkable year.

The event will see the country’s leading advisors, portfolio managers, advisory teams, networks, firms, fund providers, BDMs/wholesalers, service providers, and more recognized for their achievements throughout the past 12 months.

Be sure to reserve a table and join us – as this will be an unmissable evening bringing together wealth management and financial planning professionals from across the region to celebrate, connect and raise a glass in honour of their achievements and outstanding work. Visit www.wpawards.ca or contact events@keymedia.com for table reservations or sponsorship opportunities.

The Wealth Professional Awards team would like to thank all those who took the time to submit and extend gratitude to the judges who diligently review

Wealth Professional Canada and Key Media congratulate each of this year’s Excellence Awardees, listed in the following pages.

www.wpawards.ca

Social Media Sponsor

Official Ballot Accountants

#WPAwardsCA

Official Media

C A NA D A

Organizer

ALTERNATIVE INVESTMENT SOLUTIONS PROVIDER OF THE YEAR

BDM/WHOLESALER OF THE YEAR

CEO OF THE YEAR

 AGF Management  A venue Living Asset Management

 A dam Abitbol, BMO Global Asset Management

 B ill Packham, Aviso Wealth

 C enturion Asset Management Inc.

 C oby Bucci, NEI Investments

 Dynamic Funds

 D aniel Oura, AGF Investments

 Equiton  HomeEquity Bank  Ninepoint Partners  Trez Capital  W.A. Robinson Asset Management Ltd.

 E mily Newman, Wealhouse Capital Management  M ark Cohn, Value Partners  M eg Christopherson, Purpose Investments  M ichael Begg, National Bank Investments  P atrick Graham, Franklin Templeton  P hilip Douglas, Blue Owl Capital  R yan Cipolla, Sun Life Global Investments  S ara Dowlatshahi, Dynamic Funds  T ajammul Pannun, Canada Life

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 D amon Murchison, IG Wealth Management  Greg Pollock, Advocis  G reg Romundt, Centurion Asset Management Inc.  J ennifer Hodgson, Raymond James Trust Canada  K evin Gopaul, BMO Global Asset Management  K urt MacAlpine, CI Global Asset Management  L isa Langley, Emerge Canada  M ichael Lee-Chin, Mandeville Private Client  S teve Hawkins, Horizons ETFs  U rsula Holmsten, ATB Wealth

EMPLOYER OF CHOICE

ETF INNOVATOR OF THE YEAR

ETF PROVIDER OF THE YEAR

 AGF Management

 C aitlin Ebanks, BlackRock Asset Management Canada Limited

 C I Global Asset Management

 Alterna Savings  C anaccord Genuity Wealth Management  C enturion Asset Management Inc.  E chelon Wealth Partners  Edward Jones  H arbourfront Wealth Management  HomeEquity Bank  Nicola Wealth

 D arnel Miller, Vanguard Canada

 Dynamic Funds  Evolve ETFs  Harvest Portfolios

 J asmit Bhandal, Horizons ETFs

 Horizons ETFs

 K evin Gopaul, BMO Global Asset Management

 Purpose Investments

 Mackenzie Investments

 M ark Noble, Horizons ETFs  M ichael Kovacs, Harvest ETFs  P rerna Mathews, Mackenzie Investments  Raj Lala, Evolve ETFs  S om Seif, Purpose Investments

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MUTUAL FUND PROVIDER OF THE YEAR

THE ADVOCIS AWARD FOR YOUNG ACHIEVER OF THE YEAR

 AGF Management

 Aya Kadi, 3Macs, a division of Raymond James Ltd

 C I Global Asset Management

 Carla Black, Investment Planning Counsel

 Franklin Templeton

 Hwan Young Kim, Edward Jones

 Mackenzie Investments

 Jas Sandhu, Manulife Securities Inc. and Blackwater Advisors

 NCM Investments

 Joseph Alfie, Myriad Private Wealth, iA Private Wealth

 S un Life Global Investments

 Kate Murdoch, Ridd & Associates Wealth Advisory Group

 Evelyn Yung, Nicola Wealth

 Kristen Zubko, Edward Jones  M arc Sabourin, Winnipeg Financial Planning, Harbourfront Wealth Management  Marie-Ève Yelle, Desjardins Securities  Ralph Nour, Nour Private Wealth  Samuel Lichtman, Achieve Wealth Management  Vishesh Pandya, Alterna Savings

PROUDLY SPONSORED BY

Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 17,000 member-clients and 40 Chapters across the country. Advocis provides a platform of knowledge, advocacy, community and protection, advancing the value and professionalism of financial advisors and planners in the best interest of the consumer. We offer professional designations, continuing education, industry-leading publications and membership in a chapter network with mentorship programs, study groups and practice development resources.

For more information, visit www.MyAdvocis.ca.

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THE AVENUE LIVING ASSET MANAGEMENT AWARD FOR PORTFOLIO/DISCRETIONARY MANAGER OF THE YEAR

THE CI GLOBAL ASSET MANAGEMENT AWARD FOR HOLISTIC ADVISORY TEAM OF THE YEAR

 A rthur Salzer, Northland Wealth Management

 Assante Wealth Management

 F rédéric Gingras, Gingras-Boucher-Barrette Group | Desjardins Securities

 Carte Wealth Management

 James Gauthier, Justwealth

 P olson Bourbonniere Derby Wealth Management | iA Private Wealth

 Caring for Clients  Longevity Achieved

 J ames Nickerson, Perron and Partners-Cumberland

 Richie-Feindel Wealth Management

 J ennifer Black, Access Private Wealth & Mandeville Private Client Inc.

 RT Mosaic Wealth Management Ltd.

 Ken MacNeal, Richardson Wealth

 T he Schmidt Investment Group, CIBC Private Wealth

 R ob Watson, JMRD Watson Wealth Management Team, National Bank Financial

 T he McClelland Financial Group of Assante Capital Management

 Woodgate Financial

 S usyn Wagner, Wellington-Altus Private Wealth  Yufei Man, OneVest PROUDLY SPONSORED BY

PROUDLY SPONSORED BY

Avenue Living Asset Management is a leading Canadian alternative asset manager with over $3.5 billion in assets under management and four alternative investment products. Avenue Living owns and operates all its assets, which support sectors essential to the everyday lives of North Americans — workforce housing, commercial real estate, farmland, and self-storage. A vertically integrated platform, access to capital, operational expertise, and proven investment strategy allow us to continue to grow based on fundamentals.

CI Global Asset Management (CI GAM) is one of Canada’s largest investment management companies with more than 100 investment professionals with extensive expertise navigating multiple markets. We offer a curated collection of the traditional and alternative strategies you want with the performance you need to achieve your unique goals. We are committed to investment excellence and focus on exceeding expectations every day.

For more information, visit www.ci.com.

For more information, visit www.avenuelivingam.com.

“Avenue Living Asset Management is honoured to sponsor and attend the 2022 WP Awards. We believe in recognizing hard work, excellence, innovation, and leadership — values we continually cultivate within our own organization. This year we’re again proud to sponsor the category of Portfolio/Discretionary Manager of the Year, celebrating the brilliant professionals who advance the profession and help investors achieve their goals.”

Avenue Living Asset Management

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THE EDWARD JONES AWARD FOR EXCELLENCE IN PHILANTHROPY AND COMMUNITY SERVICE

THE EQUITABLE BANK AWARD FOR MULTI-OFFICE ADVISOR NETWORK/BROKERAGE OF THE YEAR

 Aaron Ruston, Purposed Financial Corp.

 Assante Wealth Management

 C hris Anderson, RiverRock Private Wealth Partners/Harbourfront Wealth Management

 Canaccord Genuity Wealth Management

 C resco Wealth Management, (Wellington-Altus Private Wealth)

 Harbourfront Wealth Management

 Harbourfront Wealth Management  J ames Britton, Britton Wealth Management and Planning Consultants  Nicola Wealth

 Edward Jones  iA Private Wealth  Mandeville Private Client  Nour Private Wealth  Wellington-Altus Private Wealth

 N icole Deters, Gilman Deters Private Wealth – Harbourfront Wealth Management  Shelly Lairar, Echelon Wealth Partners  T he Schmidt Investment Group, CIBC Private Wealth  T ina Tehranchian, Assante Capital Management

PROUDLY SPONSORED BY

PROUDLY SPONSORED BY

Edward Jones is a full-service investment dealer with more than 850 financial advisors in Canadian communities from coast-to-coast. A member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund, the firm is also a participating organization in the Toronto Stock Exchange.

Edward Jones has been ranked #1 for seven consecutive years in J.D. Power’s Full Service Investor Satisfaction Study (20132019).

Equitable Bank manages over $37 billion in assets and is a wholly-owned subsidiary of Equitable Group Inc. It was founded in 1970 as The Equitable Trust Company and has become Canada’s ninth largest Schedule I bank. We offer a diverse suite of lending and savings solutions – from our Insurance Lending Solutions including IFA to High-Interest Savings Accounts and GICs. As Canada’s Challenger Bank, you can count on our creativity to meet your clients’ needs. Email us at This email address is being protected from spambots. You need JavaScript enabled to view it. to learn more.

For more information, visit www.edwardjones.ca For more information, visit www.equitablebank.ca

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THE EQUITON AWARD FOR CANADIAN ADVISOR OF THE YEAR

THE FRANKLIN TEMPLETON AWARD FOR ADVISORY TEAM OF THE YEAR (10 STAFF OR MORE)

 Antoine Niding, Richardson Wealth

 Allen Private Wealth Group

 D avid Little, Blue Oceans Private Wealth with iA Private Wealth Inc.

 C resco Wealth Management, Wellington-Altus Private Wealth

 Elie Nour, Nour Private Wealth  Karen Ikeda, Nicola Wealth  K evin Hegedus, PWM Private Wealth Counsel, iA Private Wealth

 J MRD Watson Wealth Management Team - National Bank Financial  Kelson Financial - Manulife Securities

 Kyle Richie, Richardson Wealth

 Lawton Partners Wealth Management

 Maili Wong, Wellington-Altus Private Wealth

 Northland Wealth Management

 M arvin J. Schmidt, The Schmidt Investment Group, CIBC Private Wealth

 O akwater Wealth Counsel Harbourfront Wealth Management

 Nader Hamid, TWM Group, iA Private Wealth  R eg Jackson, JMRD Watson Wealth Management Team, National Bank Financial  R ob McClelland, The McClelland Financial Group of Assante Capital Management Ltd.

 P WM Private Wealth Counsel iA Private Wealth  The Gingras Boucher Barrette Team

 S usyn Wagner, Wellington-Altus Private Wealth  T odd Degelman, Wellington-Altus Private Wealth

PROUDLY SPONSORED BY

PROUDLY SPONSORED BY

Equiton makes high-quality private real estate investments accessible to all Canadians so they can responsibly build their wealth. Founded in 2015, we have experienced tremendous growth, having more than tripled assets under management in the last two years. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real estate investing.

We focus on capitalizing on value creation opportunities and building the most robust portfolio possible for our investors, partners, and stakeholders.

Franklin Templeton is a global leader in investment management with clients in over 170 countries. Here in Canada and abroad, we are dedicated to one goal: delivering exceptional asset management for our clients. At the core of our success is our multiple independent investment teams—each with a focused area of expertise—from traditional to alternative strategies and multi-asset solutions. All of these investment teams share a common commitment to excellence grounded in rigorous, fundamental research and robust, disciplined risk management. This expertise in Canada combined with extensive global resources, and a focus on excellence has made us a trusted partner to generations of advisors and investors.

For more information, visit www.equiton.com

For more information, visit www.franklintempleton.com

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THE HARBOURFRONT WEALTH MANAGEMENT AWARD FOR LIFETIME ACHIEVEMENT IN THE FINANCIAL PLANNING INDUSTRY

THE HARVEST ETFS AWARD FOR FEMALE TRAILBLAZER OF THE YEAR

The recipient of this award will be contacted weeks before the event and will be announced at the Wealth Professional Awards gala

 A ngel Georgijev, Georgijev Financial Group/ Worldsource Financial Management Inc.  Anik Armand, Desjardins Securities  Catherine Metzger-Silver, Edward Jones  J ulie Shipley-Strickland, Wellington-Altus Private Wealth  Kelly Ho, DLD Financial Group  Sandra Yaquo, Edward Jones  Sherry Davis, ATB Wealth  T racey Lundell, Harbourfront Wealth Management

PROUDLY SPONSORED BY

PROUDLY SPONSORED BY

Harbourfront Wealth Management is a Canadian-owned independent advisory firm servicing growth-oriented advisors and high-net-worth clients with approximately $4 billion of assets under administration and $2 billion of assets under management. The company is headquartered in Vancouver, BC, and has a rapidly growing network of 23 additional branches across Canada. It is a member of the Harbourfront Group of Companies, which also encompasses an insurance enterprise, a sub-advised Canadian Asset Management firm specializing in private securities, and Harbourfront Wealth America, a US registered investment advisor.

At Harvest, our guiding principles are premised on building wealth for our clients through ownership of strong businesses that have the potential to grow & generate steady income over the long term. Founded in 2009, Harvest manages over $2.1 billion in assets for Canadian Investors. We offer equity based mandates with clear objectives through Income & Growth orientated ETF portfolios.

For more information, visit www.harbourfrontwealth.com

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For more information, visit www.harvestportfolios.com

THE ICM ASSET MANAGEMENT AWARD FOR ADVISOR OF THE YEAR – ALTERNATIVE INVESTMENTS

THE IFSE INSTITUTE AWARD FOR FINANCIAL LITERACY CHAMPION

 A rthur Salzer, Northland Wealth Management

 A drienne Fung, Adrienne Fung Wealth Management, Canaccord Genuity Wealth Management

 G loria Malek, TD Wealth Private Investment Advice  Ida Khajadourian, Richardson Wealth  J amie Suprun, Suprun Wealth Management, iA Private Wealth

 Heather Holjevac, Holjevac Financial Group  J essica Keus, Wellington-Altus Private Wealth  Luc Girard, Desjardins Securities

 K erry Rizzo, BlueRidge Private Wealth, Harbourfront Wealth Management

 Martin-Guy Bernier, Desjardins Securities

 Klint Rodgers, Axcess Capital Advisors

 Steve Kwon, ATB Wealth

 Mark Samborski, Pinnacle Wealth Brokers

 Tracey Bissett, Bissett Financial Fitness Inc.

 M ichael Hayhoe, Mandeville Private Client, Hayhoe Team

 T racey Lundell, Harbourfront Wealth Management

 T hane Stenner, Stenner Wealth Partners+ of Canaccord Genuity Wealth Management

 Tuula Jalasjaa, The Women’s Collection Inc.

 Robin Taub, Robin Taub Financial Consulting

 T ravis Forman, Harbourfront Wealth Management

PROUDLY SPONSORED BY

PROUDLY SPONSORED BY

ICM is a registered alternative investment fund manager and portfolio manager focused on owning, operating and investing in real assets. We offer retail, private client and institutional investors an array of private investment opportunities focused on real estate, private equity, private debt and infrastructure strategies.

IFSE is the educational arm of The Investment Funds Institute of Canada (IFIC) and a leader in online learning delivery. We are dedicated to helping Canadians improve their financial literacy through best-in-class financial education and support. As a not-forprofit organization, we make our training affordable to ensure that financial education is widely accessible.

For more information, visit www.icmassetmanagement.com

For more information, visit www.ifse.ca.

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THE MAKO FINANCIAL TECHNOLOGIES AWARD FOR MOST INNOVATIVE USE OF WEALTHTECH

THE NOUR PRIVATE WEALTH AWARD FOR RISING STAR ADVISOR OF THE YEAR

 Aviso Wealth

 Allison McCullough, Edward Jones

 Canaccord Genuity Wealth Management

 Blake Cluff, Assante Capital Management

 Canada Life  Carte Wealth Management

 C hristopher Matugas, Connect First Private Wealth

 Harbourfront Wealth Management

 Jason Murray, ATB Wealth

 Northland Wealth Management

 Nicky Correa, CorrWealth Management Inc

 OneVest

 Sadeki Simpson, Edward Jones

 Wellington-Altus Private Wealth

 Victoria Rempel, Investia

 Woodgate Financial

PROUDLY SPONSORED BY

Mako Fintech takes administrative burdens out of wealth management. Canada’s top wealth professionals entrust their unique operations to Mako Fintech’s custom digital solutions for dramatically improved efficiency. Transform client experience, while completing tasks faster, easier and at scale.

For more information, visit www.makofintech.com.

PROUDLY SPONSORED BY

NOUR PRIVATE WEALTH (NPW) is an independent wealth management firm specializing in meeting the needs of a growing number of high-net-worth private clients and select corporate investors.

At NPW, we realize that all clients are different, and their investment and wealth planning needs evolve. Our advisors are equipped to provide the expertise needed across all facets of the wealth management spectrum, ranging from portfolio construction, retirement, tax and estate planning right up to insurance and private capital.

NPW advisors manage portfolios using a diverse mix of asset classes, delivering strong risk-adjusted returns while providing the highest personalized client service level.

For more information, visit www.npw.ca.

“Mako Fintech is pleased to recognize wealth professionals who are leveraging innovative solutions to drive the industry forward using technology. These leaders are pioneering and reimagining what’s possible in Canada’s wealth management sector.”

“The Nour Private Wealth Award for the Rising Star Advisor of the Year is the first and most memorable of many milestones in an advisor’s career, paving the way to great success and wide recognition within the wealth management industry.”

Raphael Bouskila

Nour Private Wealth Inc.

President & CEO, Mako Financial Technologies

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THE SUN LIFE GLOBAL INVESTMENTS AWARD FOR ADVISOR OF THE YEAR – RESPONSIBLE INVESTMENTS

THE W.A. ROBINSON ASSET MANAGEMENT AWARD FOR ADVISORY TEAM OF THE YEAR (UNDER 10 STAFF)

 Carol Smith, Desjardins Financial Services  Francine Dick, Carte Wealth Management

 B ritton Wealth Management and Planning Consultants

 Hussain Ahmad, Mandeville Private Client

 Castlemark Wealth Management

 Jeremy Rock, Alterna Savings

 I G Wealth Management - Fox Group Private Wealth Management

 K erry Rizzo, BlueRidge Private Wealth, Harbourfront Wealth Management  L aurent Wermenlinger, Desjardins Wealth Management – Securities  L udovic Siouffi, The Ludo Group, Canaccord Genuity Wealth Management  P atti Dolan, Wagner Investment Management Team, Wellington-Altus Private Wealth  Shawn Martel, Assante Wealth Management  S onia LeRoy, LeRoy Wealth Management Group, IPC Securities  Tim Nash, Good Investing  Vishesh Pandya, Alterna Savings PROUDLY SPONSORED BY

 K elvin Rampersad Team (Carte Wealth Management Inc.)  S trategic Private Wealth Counsel Harbourfront Wealth Management  S vetek-Robinson Wealth Management, National Bank Financial  Team Jackie Porter  Wilmot Financial Services  Woodgate Financial PROUDLY SPONSORED BY

For nearly 40 years, W.A. Robinson Asset Management Ltd. has provided family owned and professionally operated financial services from its base in Sharbot Lake, Ontario. The firm has been managing mortgage-based investments since 1984, with established plans to ensure a longterm vision. Our staff has expert knowledge and offers world class customer service in the areas of mortgage lending, and high quality real estate investments.

We are built differently. There are a lot of reasons we have become one of the fastest-growing retail and institutional managers in Canada. And the strength of our parent company is just one.

We bring the world to your portfolio. Building wealth today requires you to look beyond Canada’s borders. We are part of the Sun Life group of companies, a global asset manager with offices in nearly 20 countries and over $1 trillion under management. And we’ve built a truly global investment platform by combining the strength of Sun Life with world class asset managers.

Finding certainty in a world of risk. Building a secure financial future in a world of permanent uncertainty has never been harder. But our unwavering commitment to helping investors build wealth and manage risk, is why Canadians have increasingly embraced our products and services.

“We are honoured to present the award for Advisory Team of the Year (Under 10 Staff). As a smaller company, W.A. Robinson understands the ingenuity required to compete with the larger players in this industry, while still bringing value to our customers year in and year out. We look forward to celebrating with the winning team on June 1.”

For more information, visit www.sunlifeglobalinvestments.com.

Matthew Robinson

For more information, visit www.robinsonsgroup.com.

CEO, W.A. Robinson

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WEALTHTECH SERVICE PROVIDER OF THE YEAR

METHODOLOGY 

NOMINATIONS

 A gora Dealer Services Corp.

The call for nominations was open to all wealth management professionals and organizations – including financial advisors, advisory brokerages, BDMs, fund providers and service providers – from across Canada. Nominations were open from January 6, 2022 to February 18, 2022 11:59 pm EST.

 B roadridge Financial Solutions



RESEARCH he Wealth Professional Awards team conducted research and drew on knowledge T and information gained through Wealth Professional to support and supplement nominations received and to ensure that no one deserving of recognition is missed.

Excellence awardees will be determined from both pools of information.

 CapIntel  Croesus  d1g1t

EXCELLENCE AWARDEES

 Equisoft



 FutureVault

xcellence awardees have been selected in each category (except the Lifetime E Achievement category) and notified via e-mail or phone. All excellence awardees are then invited to complete a detailed submission, which is an opportunity to address the category criteria in more detail. All submissions will remain confidential unless otherwise marked and will not be shared with any third parties other than the judges.

Excellence Awardees were officially announced in April 2022 on the event website and promoted in WP magazine and online channels. Promo packages to leverage your achievement across your marketing and promotions will be available for purchase.

 InvestCloud  Planworth Inc.  PortfolioAid  SideDrawer Inc.



JUDGING he Wealth Professional Awards team will provide the confidential submissions T of each Excellence Awardee to an extensive, independent panel of judges. The independent judges assess and score each submission according to the criteria of the applicable, a process fully verified by our Official Ballot Accountants, PwC.



WINNERS sing a simple points system to aggregate judges’ votes, the excellence awardee U with the top score in a category will be named the winner. Winners will be announced at the awards show on June 1, 2022 and on this website. They will be promoted in Wealth Professional. Winners will be announced and celebrated at the highly anticipated awards gala on June 1, 2022. They will also be featured on the event website and in extensive profile-raising media coverage, including an exclusive WP digital feature on the Wealth Professional Awards. Promo packages to leverage your achievement across your marketing and promotions will be available for purchase.

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2022 JUDGING PANEL Thank you to our esteemed judges for lending their time and expertise to help recognize and celebrate excellence in the legal profession.

TASHIA BATSTONE President and CEO FP Canada

PAT DUNWOODY

Executive Director Canadian ETF Association

DR. RANJAN BHADURI Founder, President & CEO Bodhi Research Group

LIANNE HANNAWAY

Business Finance Coach & CPA Founder, Wealthnuvo Managing Director, Hannaway Business Consulting

CHANTAL LAMOUREUX President and CEO IQPF (Institut québécois de planification financière)

JAMES BURRON, CAAIA

President Canadian Association of Alternative Strategies & Assets (CAASA)

GRANT HICKS

President Advisor Practice Management

LAURA PAGLIA

President and CEO Investment Industry Association of Canada

DANIEL COLLISON

Managing Partner, Advice2Advisors Instructor, Schulich School of Business

HYEWON KONG, CFA

Vice President, Head of Responsible Investing, Investment Management Corporation of Ontario (IMCO) Board Director, University of British Columbia (UBC) Investment Management Trust

CLAIRE VAN WYK-ALLAN

Managing Director, Head of Canada Alternative Investment Management Association (AIMA)

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A LOOK BACK: THE 2021 WINNERS Lifetime Achievement in the Mortgage Industry Jos Schmitt, Co-Founder, President & CEO of the NEO Group of Companies

BDM/Wholesaler of the Year Alain Desbiens BMO Global Asset Management

CEO of the Year Lisa Langley Emerge Canada

Digital Innovator of the Year AGF Management

Employer of Choice AGF Management

ETF Champion of the Year Pat Dunwoody Canadian ETF Association

Fund Provider of the Year Horizons ETFs

The Advocis Award for Young Achiever of The Year Amy Tang, Desjardins Financial Security Independent Network

The AGF Award for Engagement, Loyalty & Client Care TWM Group (iA Private Wealth)

The Avenue Living Asset Management Award for Portfolio/ Discretionary Manager of the Year Jennifer Black, Access Private Wealth & Mandeville Private Client

The CI Global Asset Management Award For Multi-Service Advisory Team of the Year The Rosedale Family Office Wellington-Altus Private Wealth

The CMI Mortgage Investments Award for Advisory Team of the Year (Fewer than 10 Staff) The Racine-Marcotte Advisory Group at RBC Wealth Management Dominion Securities

The Edward Jones Award for Excellence in Philanthropy and Community Service Joshua Lane Kaspardlov & Associates

The Equitable Bank Award for Multi-Office Advisor Network/Brokerage of the Year Assante Wealth Management

The Franklin Templeton Award for Advisory Team of the Year (10 Staff or More) Northland Wealth Management

The Harvest Portfolios Award For Female Trailblazer of the Year Jackie Porter Carte Wealth Management (Team Jackie Porter)

The ICM Asset Management Award for Advisor of the Year – Alternative Investments Francis Sabourin Richardson Wealth

The IFSE Institute Award for Financial Literacy Champion Elizabeth Naumovski Caldwell Securities

The Mandeville Private Client Award for Canadian Advisor of the Year Karen Ikeda Nicola Wealth

The NEI Investments Award for Advisor of the Year - Responsible Investments An-Lap Vo-Dignard The Vo-Dignard Provost Group (« VP » Group)

The Nour Private Wealth Award for Rising Star Advisor of the Year Brandt Butt Endeavour Wealth Management (iA Private Wealth)

The TMX Group Award for Best Active Manager – Exchange-Traded Derivatives Jillian Bryan TD Wealth Private Investment Advice

The WP Readers’ Choice Award for Service Provider of the Year NaviPlan by Advicent

CELEBRATE YOUR SUCCESS! Join the highly anticipated in-person Wealth Professional Awards where we will reveal the big winners and celebrate the successes of the wealth management industry over an incredibly challenging year.

For table reservations or sponsorship opportunities, visit www.wpawards.ca or contact events@keymedia.com.

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