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James Burton Managing Editor Wealth Professional
Awards
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Alternative Investment Solutions Provider of the Year
On June 1, after two years of virtual ceremonies during the pandemic, the eighth annual Wealth Professional Awards returned to an in-person celebration of the industry’s best in class. The evening was hosted by television personality Ben Mulroney, who presented 23 awards to financial advisors, advisory brokerages, fund providers, BDMs, and service providers from across the business. The event included a cocktail reception, awards ceremony, dinner banquet, and post-party celebration for more than 500 guests, who graced the red carpet in black tie and evening dress at Toronto’s Liberty Grand at Exhibition Place.
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Thank you to our esteemed judges for lending their time an expertise to help recognize and celebrate excellence in the insurance profession.
Tashia Batstone President and CEO FP Canada
Dr. Ranjan Bhaduri Founder, President & CEO Bodhi Research Group
James Burron, CAAIA President Canadian Association of Alternative Strategies & Assets (CAASA)
2022 Judging Panel
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Commemorative Guide
Nominations The call for nominations is 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.
Research The Wealth Professional Awards team will conduct research and draw on knowledge 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.
Excellence Awardees Once all nominations are considered and research is complete, excellence awardees will be selected in each category (except the Lifetime Achievement category) and notified via e-mail or phone.
Winners Using a simple points system to aggregate judges' votes, the excellence awardee with the top score in a category will be named the winner. Winners were announced at the awards show on June 1, 2022 and on this website. They will be promoted in Wealth Professional. Promo packages to leverage your achievement across your marketing and promotions will be available for purchase.
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BDM/Wholesaler of the Year
CEO of the Year
ETF Innovator of the Year
ETF Provider of the Year
Mutual Fund Provider of the Year
The Advocis Award for Young Achiever of the Year
The Avenue Living Asset Management Award for Portfolio/Discretionary Manager of the Year
Saluting the industry’s finest
After navigating pandemic challenges, the Wealth Professional Awards made its eagerly awaited in-person return full of glitz and glamour
Thank you to everyone who took part in the annual Wealth Professional Awards. After a challenging year that tested the resilience of many wealth professionals and clients, these awards offer a true snapshot of the best and brightest in the wealth management and financial planning industry – those who have stepped up and offered a genuine reflection of excellence. The Wealth Professional Awards recognize the industry’s best, including financial advisors, brokerages, fund providers, BDMs and service providers. This year’s awards celebrated excellence in the wealth management profession across 23 prestigious categories. It was wonderful to see such strong support for the seventh annual Wealth Professional Awards. We would like to thank everyone who submitted a nomination and acknowledge our esteemed panel of judges for lending their time and expertise to the endeavour. The Wealth Professional Awards are produced by Key Media, which publishes Wealth Professional magazine and organizes a variety of awards ceremonies across Canada, where hundreds of professionals gather annually, in person or virtually, to acknowledge the best in their industry. We are proud to continue this tradition of celebrating excellence and would like to congratulate all of this year’s winners and excellence awardees.
Thomas Caldwell, chairman of Caldwell Securities in Toronto, was presented with the prestigious Harbourfront Wealth Management Award for Lifetime Achievement in the Financial Planning Industry, joking that to be in the running for this honour, you have to “not die and not retire”. He added: “The beauty of the ‘don’t retire’ is that I’ve enjoyed this business so much. I enjoy coming to work every day. When you feel you’re helping people and families, it’s the X-factor beyond the money. You’re making a difference in the world and I’m so grateful for that opportunity. “So let me just say, ‘don’t retire’, and if you want to retire, you’re in the wrong job! Find something you like, that you love, that makes you come alive and stay in it as long as you can. And that’s coming from a man in his late 70s who still enjoys coming to work.” Treble winners Winnipeg-based Wellington-Altus Private Wealth was one of the night’s most prolific winners with three awards. It was a year of continued growth for the independent firm, which continues to add quality advisors to its roster. After winning The Equitable Bank Award for Multi-Office Advisor Network/Brokerage of the Year, Shaun Hauser, its co-founder and chief executive officer, praised the firm’s 600-plus strong staff. “We have a lot of people who don’t get accolades and a lot of people who are on the front lines of helping these great books of business transfer over in record time,” he said. “It’s all these people pulling on the rope together in unison that allows an award like this.” One of Wellington-Altus’ star advisors, Maili Wong, a senior wealth advisor and senior portfolio manager from The Wong Group in Vancouver, picked up the coveted Equiton Award for Canadian Advisor of the Year. She said: “It’s kudos for the team that helps to support me and what we do. Our goal is to create lasting positive impact for our clients, one client at a time, but it’s exponential because it’s not just about a moment in time, but the ripple effects from that.” Another one of the firm’s leading lights, Susyn Wagner, senior wealth advisor and senior portfolio for The Wagner Investment Management Team, was awarded the Avenue Living Asset Management Award for Portfolio/Discretionary Manager of the Year and described it as the award she is “proudest” to have won. Blazing a trail Edward Jones advisors also had a night to remember, scooping up three awards between them. Catherine Metzger-Silver, from Kentville, Nova Scotia, won the Harvest ETFs Award for Female Trailblazer of the Year and recalled how career progression meant overcoming some archaic attitudes. “I love that I was recognized for all the work that I’m doing, but I’m even more grateful for the fact that I’m able to do it. When I started, someone in the industry told me I wouldn’t get anywhere because I was a Barbie,” she said, noting how she was particularly pleased that she was recognized for her work supporting not only her clients and firm, but also her community. Sadeki Simpson, an Edward Jones advisor from Brantford, Ontario, served notice of her talent by winning the Nour Private Wealth Award for Rising Star of the Year. She told WP her success was a healthy reminder to stay on purpose and continue to serve her clients to the best of her ability. She added: “When I look at [the award], I see dedication, I see excellence, and it [tells me] excellence pays in the end.” Kristen Zubko, also an Edward Jones advisor, from Yorkton, Saskatchewan, was equally humbled to receive The Advocis Award for Young Achiever of the Year. Harvest toasts well-earned success The ETF space continues to grow, becoming the investment vehicle of choice for many advisors. Harvest ETFs, in particular, led the charge over the past 12 months, through successful new products like its Harvest Travel & Leisure Index ETF and success in its longstanding products like the Harvest Healthcare Leaders Income ETF. The company, which was founded in 2009, celebrated in style after winning this year’s ETF Provider of the Year. “The award was an honour for all of us, for the whole company, and it means a great deal to be recognized for that work because we’ve been at it for over a decade, and we’ve been building on an investment philosophy that I’ve espoused since I founded the company back in 2009,” he said. “It’s great to win. Not only as a firm, but for Canadian investors and advisors. We’re proud of the trust they put in us every time they buy one of our products. It’s also meaningful because it reflects how the industry is thinking of us.” In the night’s other standout award, Horizons ETFs president and CEO Steve Hawkins won CEO of the Year for the second time after also winning in 2018. He said that while the win was individual, it was down to his whole team and that he appreciated “being recognized by our peers from the perspective that Horizons is doing some amazing things”. The Schmidt Investment Group with CIBC Private Wealth received two awards – The Edward Jones Award for Excellence in Philanthropy and Community Service and the CI Global Asset Management Award for Holistic Advisory Team of the Year. When Leah Schmidt accepted the awards on behalf of her husband, Marvin – the group’s founder and a senior wealth advisor at CIBC – she told the audience it was “recognition that businesses can move things forward and make a difference”. In a similar vein, and with ESG an increasingly important part of people’s portfolios, Sonia LeRoy, an Ottawa senior wealth advisor for LeRoy Wealth Management Group with IPC Securities Inc., won the Sun Life Global Investments Award for Advisor of the Year – Responsible Investments. I’m on cloud nine “It means a lot to me because one of my objectives is to encourage the adoption of responsible investing, not just among my clients and the people they refer to me, but among Canadian investors in general, and it gives me an opportunity to spread the word.” Ida Khajadourian, a portfolio manager and investment advisor with Khajadourian Wealth Management in Richardson Wealth, won The ICM Asset Management Award for Advisor of the Year, Alternative Investments, while Franklin Templeton picked up two awards – Mutual Fund Provider of the Year and BDM/Wholesaler of the Year. Patrick Graham, its vice-president of regional sales, told WP: “Being recognized by your peers continues to elevate our industry, taking it to the next level and enhancing the way we continue to create wealth for Canadians. I’m on cloud nine!” Read on to learn about all the winners of the 2022 Wealth Professional Awards. Key Media and Wealth Professional would like to congratulate all of this year’s winners and nominees, who truly exemplify excellence in the Canadian wealth management industry.
The Equitable Bank Award for Multi-Office Advisor Network/Brokerage of the Year
The Edward Jones Award for Excellence in Philanthropy and Community Service
The CWB Maxium Financial Award for Employer of Choice
The CI Global Asset Management Award for Holistic Advisory Team of the Year
The Harbourfront Wealth Management Award for Lifetime Achievement in the Financial Planning Industry
The Franklin Templeton Award for Advisory Team of the Year (10 Staff or More)
The Equiton Award for Canadian Advisor of the Year
WealthTech Service Provider of the Year
The W.A. Robinson Asset Management Award for Advisory Team of the Year (Under 10 Staff)
The Sun Life Global Investments Award for Advisor of the Year – Responsible Investments
The Nour Private Wealth Award for Rising Star Advisor of the Year
The Mako Financial Technologies Award for Most Innovative Use of WealthTech
The IFSE Institute Award for Financial Literacy Champion
The ICM Asset Management Award for Advisor of the Year – Alternative Investments
The Harvest ETFs Award for Female Trailblazer of the Year
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AWARD CATEGORIES
SPONSORS
JUDGING PANEL
METHODOLOGY
Lianne Hannaway Business Finance Coach & CPA Founder, Wealthnuvo Managing Director, Hannaway Business Consulting
Pat Dunwoody Executive Director Canadian ETF Association
Daniel Collison Managing Partner, Advice2Advisors Instructor, Schulich School of Business
Chantal Lamoureux President and CEO IQPF (Institut Québécois de planification financière)
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
Grant Hicks President Advisor Practice Management
Claire Van Wyk-Allan Managing Director, Head of Canada Alternative Investment Management Association (AIMA)
Laura Paglia President and CEO Investment Industry Association of Canada
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 will be 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
We have a proud 110-year history of helping Canadian organizations thrive. Our 7,300+ partners and staff are located coast to coast and bring their expertise to provide quality services and products that help solve important problems. Our industry-focused professional services include audit and assurance, tax, deals and consulting targeting solutions for cybersecurity, privacy, financial crime, workforce of the future, finance transformation, value creation, strategic reassessment and cost optimization. We work as one firm to bring different perspectives and capabilities together to achieve what matters most. With offices in 155 countries and more than 284,000 people, we are among the leading professional services networks in the world. We deliver the best of our collective thinking, experience and solutions to build public trust and create value for our people, clients and communities. For more information, visit: https://www.pwc.com/ca/en.html.
Official Ballot Accountants
Judging All submissions from our excellence awardees are forwarded to the independent judging panel comprising industry leaders and senior representatives. The panel will assess and vote for their winners in each category according to the relevant category criteria. Voting commenced on April 2022 and their judgment will be impartial, balanced, incisive and fair. Any judge with a conflict of interest in a category will recuse themselves from judging that category.
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Centurion Asset Management Inc. (“Centurion”) has become a leading asset management company that offers investors a growing portfolio of private investment products, corporate financing, mortgage financing, multi-residential apartments, and student housing communities. For more information, visit: https://centurion.ca/.
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 long-term vision. Our staff has expert knowledge and offers world class customer service in the areas of mortgage lending, and high quality real estate investments. For more information, visit: www.robinsonsgroup.com.
Award Sponsor
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. For more information, visit: www.sunlifeglobalinvestments.com.
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 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: https://makofintech.com.
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.ifse.ca.
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. Our goals are simple: We strive to preserve wealth and generate attractive risk-adjusted returns while providing the highest level of client service. Our success hinges on our unwavering commitment to three principles that underpin our investment philosophy: Value, Discipline, and Results. Our adherence to these principles has allowed ICM to generate exceptional investment returns for our clients and a strong track record of achieving our goals. Today, we manage more than $1Billion AUM of assets across numerous investment vehicles and advisory relationships and have considerable experience in originating, structuring and financing investment transactions and managing risk in alternative assets. Our team has grown substantially and is made up of investment and operating professionals with extensive experience, collectively having acquired and/or managed over $7 billion of assets globally. For more information, visit www.icmassetmanagement.com.
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: https://harvestportfolios.com/.
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. Unlike the large investment institutions, we embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles. For more information, visit: harbourfrontwealth.com.
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.franklintempleton.com.
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. For more information, visit: Real Estate Investments in Canada - Equiton Inc.
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 wealthsolutions@eqbank.ca to learn more. For more information, visit: https://www.equitablebank.ca/lines-of-credit/csv.
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 (2013-2019). For more information, visit https://www.edwardjones.ca/.
Trusted partner. Experienced lender. Every customer’s financial need is unique, and so are the financial solutions. As a customer, you have a relationship-driven and dedicated account manager with unparalleled expertise in your industry and who takes the time to understand your business. We give you the direct phone numbers, emails and contact information of our customer relationship specialists, who get to know you and learn about your business needs. We want to be an extension of your finance group. We have built a strong, team-oriented culture and lead with a can-do attitude, supported by well-entrenched core values. You can trust us and count on us to give you sound financial information. Our straightforward decision-making process and open communication make it easy for you to know where you stand every step of the way. For more information, visit Financial Advisory | CWB Maxium
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. Our teams: ·Are empowered to think independently and held accountable for the results they achieve · Collaborate and cooperate—sharing insight, expertise, and research to bring the full scale and intellectual capital of CI GAM to benefit each and every client ·Take an active approach to portfolio and risk management to deliver the best possible outcomes to each and every investor For more information visit: https://ci.com.
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. For more information visit: www.avenuelivingam.com.
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.
BACK
This award recognizes the outstanding investment firm that specializes in alternative investments which consistently delivers superior advisor service while pushing the boundaries with innovation and industry best practices over the last 12 months.
Excellence Awardees
AGF Management Avenue Living Asset Management Dynamic Funds Equiton HomeEquity Bank Ninepoint Partners Trez Capital W.A. Robinson Asset Management Ltd
First National Excalibur
Centurion Asset Management Inc.
WINNER
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BDMs are essential in the fund/advisor relationship. This award recognizes the BDM/wholesaler who has displayed excellence over the past 12-18 months and who offers superior service to advisors.
Adam Abitbol, BMO Global Asset Management Coby Bucci, NEI Investments Daniel Oura, AGF Investments Emily Newman, Wealhouse Capital Management Mark Cohn, Value Partners Meg Christopherson, Purpose Investments Michael Begg, National Bank Investments Philip Douglas, Blue Owl Capital Ryan Cipolla, Sun Life Global Investments Sara Dowlatshahi, Dynamic Funds Tajammul Pannun, Canada Life
Patrick Graham
Franklin Templeton
Steve Hawkins
This award goes to the CEO that has demonstrated exceptional leadership over the last 12 months, bringing their organization to a new level of growth and success and stimulating the wealth management industry.
Horizons ETFs
Bill Packham, Aviso Wealth Damon Murchison, IG Wealth Management Greg Pollock, Advocis Greg Romundt, Centurion Asset Management Inc. Jennifer Hodgson, Raymond James Trust Canada Kevin Gopaul, BMO Global Asset Management Kurt MacAlpine, CI Global Asset Management Lisa Langley, Emerge Canada Michael Lee-Chin, Mandeville Private Client Ursula Holmsten, ATB Wealth
This award recognizes the wealth professional whose efforts have gone beyond the requirements of their position to advance the ETF industry in Canada.
Caitlin Ebanks, BlackRock Asset Management Canada Limited Darnel Miller, Vanguard Canada Kevin Gopaul, BMO Global Asset Management Mark Noble, Horizons ETFs Michael Kovacs, Harvest ETFs Prerna Mathews, Mackenzie Investments Raj Lala, Evolve ETFs Som Seif, Purpose Investments
Jasmit Bhandal
This award recognizes the outstanding asset management firm that specializes in exchange-traded funds (ETFs) which consistently delivers superior advisor service while pushing the boundaries with innovation and industry best practices over the last 12 months.
CI Global Asset Management Dynamic Funds Evolve ETFs Horizons ETFs Mackenzie Investments Purpose Investments
Harvest ETFs
This award recognizes the outstanding asset management firm that specializes in mutual funds which consistently delivers superior advisor service while pushing the boundaries with innovation and industry best practices over the last 12 months.
AGF Management CI Global Asset Management Mackenzie Investments NCM Investments Sun Life Global Investments
Kristen Zubko
This award recognizes the advisor under 40 years old and with more than 3 years of experience as an advisor, who has displayed excellence.
Edward Jones
Carla Black, Investment Planning Counsel Evelyn Yung, Nicola Wealth Hwan Young Kim, Edward Jones Jas Sandhu, Manulife Securities Inc. and Blackwater Advisors Joseph Alfie, Myriad Private Wealth - iA Private Wealth Kate Murdoch, Ridd & Associates Wealth Advisory Group Marc 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
This award recognizes the most outstanding portfolio manager in Canada who has displayed excellence over the last 12 months.
Arthur Salzer, Northland Wealth Management Frédéric Gingras, Gingras-Boucher-Barrette Group | Desjardins Securities James Gauthier, Justwealth James Nickerson, Perron and Partners-Cumberland Jennifer Black, Access Private Wealth & Mandeville Private Client Inc. Ken MacNeal, Richardson Wealth Rob Watson, JMRD Watson Wealth Management Team - National Bank Financial Yufei Man, OneVest
Susyn Wagner
Wellington-Altus Private Wealth
This award recognizes the advisory team that has best displayed excellence over the last 12 months offering a full suite of services including but not limited to insurance, succession consulting, investments, tax and estate planning, mortgage, retirement.
The Schmidt Investment Group, CIBC Private Wealth
Assante Wealth Management Carte Wealth Management Longevity Achieved Polson Bourbonniere Derby Wealth Management | iA Private Wealth Richie-Feindel Wealth Management RT Mosaic Wealth Management Ltd. The McClelland Financial Group of Assante Capital Management Woodgate Financial
This award recognizes a multi-office advisor network, brokerage, or fund provider's commitment to building a workplace that recognizes excellence and supports career growth for all.
Nicola Wealth
AGF Management Alterna Savings Canaccord Genuity Wealth Management Centurion Asset Management Inc. Echelon Wealth Partners Edward Jones Harbourfront Wealth Management HomeEquity Bank
This award recognizes the individual or team whose outstanding contribution of time, leadership and financial support over a sustained period of time, beyond normal expectations, has made significant impacts in the receiving causes or communities.
Aaron Ruston, Purposed Financial Corp. Chris Anderson, RiverRock Private Wealth Partners/Harbourfront Wealth Management Cresco Wealth Management (Wellington-Altus Private Wealth) Harbourfront Wealth Management James Britton, Britton Wealth Management and Planning Consultants Nicola Wealth Nicole Deters, Gilman Deters Private Wealth – Harbourfront Wealth Management Shelly Lairar, Echelon Wealth Partners Tina Tehranchian, Assante Capital Management
This award recognizes the most outstanding advisory network or brokerage that has displayed excellence over the last 12 months.
Assante Wealth Management Canaccord Genuity Wealth Management Edward Jones Harbourfront Wealth Management iA Private Wealth Mandeville Private Client Nour Private Wealth
This award is one of the highest accolades offered to an individual in the wealth management and financial planning industry.
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. For more information, visit: Real Estate Investments in Canada - Equiton Inc..
Antoine Niding, Richardson Wealth David Little, Blue Oceans Private Wealth with iA Private Wealth Inc. Elie Nour, Nour Private Wealth Karen Ikeda, Nicola Wealth Kevin Hegedus, PWM Private Wealth Counsel - iA Private Wealth Kyle Richie, Richardson Wealth Marvin J. Schmidt, The Schmidt Investment Group, CIBC Private Wealth Nader Hamid, TWM Group - iA Private Wealth
Maili Wong
Reg Jackson, JMRD Watson Wealth Management Team - National Bank Financial Rob McClelland, The McClelland Financial Group of Assante Capital Management Ltd. Susyn Wagner, Wellington-Altus Private Wealth Todd Degelman, Wellington-Altus Private Wealth
This award recognizes the most outstanding advisory team or office with 10 staff or more (including full-time equivalents, advisors and support staff) that has displayed excellence over the last 12 months.
JMRD Watson Wealth Management Team - National Bank Financial
Cresco Wealth Management, Wellington-Altus Private Wealth Kelson Financial - Manulife Securities Lawton Partners Wealth Management Northland Wealth Management Oakwater Wealth Counsel - Harbourfront Wealth Management PWM Private Wealth Counsel - iA Private Wealth The Gingras Boucher Barrette Team The McClelland Financial Group of Assante Capital Management
Thomas Caldwell
This is the highest honour and most coveted award at the Wealth Professional Awards. This award recognizes and celebrates a leading figure who has contributed much to the advancement of the wealth management and financial planning industry in Canada. This award will acknowledge an individual with an established history and reputation of distinguished service to the wealth management and financial planning profession. This individual has exhibited leadership and provided inspiration to others, whilst putting the interests of the industry at the top of their priorities throughout their career.
Caldwell Securities Ltd.
Darren Schienbein, CWB Optimum Mortgage
Ida Guilbault, Bridgewater Bank
Kara Kinakin, Haventree Bank
Melissa Tagliamonti, Home Trust
Victor Saade, MCAN
Warda Fatima, First National Financial LP
Zachary Osborne, Paradigm Quest
Zuzi Valente, Equitable Bank
This award recognizes the outstanding female trailblazer advisor in the wealth management and financial planning industry whose astounding personal and professional achievements have earned them a place among the industry’s best.
Catherine Metzger-Silver
Angel Georgijev, Georgijev Financial Group/Worldsource Financial Management Inc. Anik Armand, Desjardins Securities Julie Shipley-Strickland, Wellington-Altus Private Wealth Kelly Ho, DLD Financial Group Sandra Yaquo, Edward Jones Sherry Davis, ATB Wealth Tracey Lundell, Harbourfront Wealth Management
This award recognizes the advisor who has displayed excellence over the last 12 months in alternative solutions, namely investments in asset classes other than stocks, bonds and cash, featuring low correlations to traditional asset classes.
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. Our goals are simple: We strive to preserve wealth and generate attractive risk-adjusted returns while providing the highest level of client service. Our success hinges on our unwavering commitment to three principles that underpin our investment philosophy: Value, Discipline, and Results. Our adherence to these principles has allowed ICM to generate exceptional investment returns for our clients and a strong track record of achieving our goals. Today, we manage more than $1Billion AUM of assets across numerous investment vehicles and advisory relationships and have considerable experience in originating, structuring and financing investment transactions and managing risk in alternative assets. Our team has grown substantially and is made up of investment and operating professionals with extensive experience, collectively having acquired and/or managed over $7 billion of assets globally. For more information, visit www.icmassetmanagement.com
Arthur Salzer, Northland Wealth Management Gloria Malek, TD Wealth Private Investment Advice Jamie Suprun, Suprun Wealth Management iA Private Wealth Kerry Rizzo, BlueRidge Private Wealth - Harbourfront Wealth Management Klint Rodgers, Axcess Capital Advisors Mark Samborski, Pinnacle Wealth Brokers Michael Hayhoe, Mandeville Private Client - Hayhoe Team
Ida Khajadourian
Richardson Wealth
Thane Stenner, Stenner Wealth Partners+ of Canaccord Genuity Wealth Management Travis Forman, Harbourfront Wealth Management
The goal of financial literacy is to empower Canadians with the knowledge, skills, and confidence to make informed financial decisions. This award will recognize a truly exceptional financial professional (in any facet of the industry) who has demonstrated leadership and commitment to bettering the lives of individuals and families by promoting financial literacy and actively working to educate members of their community.
Adrienne Fung, Adrienne Fung Wealth Management - Canaccord Genuity Wealth Management Heather Holjevac, Holjevac Financial Group Jessica Keus, Wellington-Altus Private Wealth Luc Girard, Desjardins Securities Martin-Guy Bernier, Desjardins Securities Robin Taub, Robin Taub Financial Consulting Steve Kwon, ATB Wealth Tracey Bissett, Bissett Financial Fitness Inc. Tracey Lundell, Harbourfront Wealth Management
The Women's Collection Inc.
Tuula Jalasjaa
This award is given to the advisory team, firm, office or network that has best harnessed technology and digital solutions to improve their business, aid their advisors, and leverage overall client experience over the last 12-18 months. This category looks at the organization’s use of wealth technology and digital platform/solution/resource/software/s such as (but not limited to) CRM, digital marketing, mobile technology, electronic document management, connectivity platforms, and collaboration tools.
Canaccord Genuity Wealth Management Canada Life Carte Wealth Management Harbourfront Wealth Management Northland Wealth Management OneVest Wellington-Altus Private Wealth Woodgate Financial
CENTUM Home Lenders Ltd.
Aviso Wealth
This award recognizes the advisor who has displayed excellence in their first three years as an advisor.
Allison McCullough, Edward Jones Blake Cluff, Assante Capital Management Christopher Matugas, Connect First Private Wealth Jason Murray, ATB Wealth Nicky Correa, CorrWealth Management Inc Victoria Rempel, Investia
Sadeki Simpson
Carol Smith, Desjardins Financial Services Francine Dick, Carte Wealth Management Hussain Ahmad, Mandeville Private Client Jeremy Rock, Alterna Savings Kerry Rizzo, BlueRidge Private Wealth - Harbourfront Wealth Management Laurent Wermenlinger, Desjardins Wealth Management – Securities Ludovic Siouffi, The Ludo Group - Canaccord Genuity Wealth Management Patti Dolan, Wagner Investment Management Team, Wellington-Altus Private Wealth Shawn Martel, Assante Wealth Management Tim Nash, Good Investing Vishesh Pandya, Alterna Savings
Sonia LeRoy
LeRoy Wealth Management Group, IPC Securities
This award recognizes the advisor who has displayed excellence over the last 12 months in socially responsible investments.
This award recognizes the most outstanding advisory team or office with under 10 staff (including full-time equivalents, advisors and support staff) that has displayed excellence over the last 12 months.
Britton Wealth Management and Planning Consultants Castlemark Wealth Management IG Wealth Management - Fox Group Private Wealth Management Kelvin Rampersad Team (Carte Wealth Management Inc.) Svetek-Robinson Wealth Management, National Bank Financial Team Jackie Porter Wilmot Financial Services Woodgate Financial
Strategic Private Wealth Counsel - Harbourfront Wealth Management
This award acknowledges the contributions of an organization with a proven track record of providing the financial planning and wealth management industry with exceptional services and tools to better serve their clients.
Avison Young creates economic, social and environmental value as a global real estate advisor, powered by people. At Avison Young, we believe in creating positive impact wherever we go. There is a vital role for commercial real estate to create healthy, productive workplaces for employees, cities that are centres of prosperity for its citizens, and built spaces and places that create a net benefit to the economy, the environment and the community.
Our nimble, agile team has global insight, local market expertise and access to some of the smartest technology in the commercial real estate industry – all at the ready to work on creating your competitive advantage. As a private company, you will collaborate with an empowered partner who is invested in your success as much as you are. Avison Young Valuation Services offers a comprehensive range of commercial real estate valuation and consulting services dealing with all property types and sizes. Together with our team, we provide a full service offering to our clients, ranging from local to multi-national organizations. Our Principal-led, client-centric approach to doing business means that we are always focused on finding the best solutions for each client’s particular needs.. For more information, visit www.avisonyoung.ca.
Agora Dealer Services Corp. CapIntel Croesus d1g1t Equisoft FutureVault InvestCloud
Broadridge Financial Solutions
Planworth Inc. PortfolioAid SideDrawer Inc.
