FEATURED EXCELLENCE AWARDEE

The Wealth Council Financial Inc.

“I had a picture of a house, and the house was Premiere Mortgage Centre”

Kerri Reed, Premiere Mortgage Centre

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EXCELLENCE AWARDEE: The PPI Award for Holistic Advisory Team of the Year

www.thewealthcouncil.ca

www.linkedin.com/company/the-wealth-council/

jeff.talbot@thewealthcouncil.ca

403-923-7857

Suite 600, 700 2nd Street S.W , Calgary AB T2P 2W1

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EXCELLENCE AWARDEE: The PPI Award for Holistic Advisory Team of the Year

The Wealth Council Financial Inc.

https://www.facebook.com/nourprivatewealth/

@nour_private_wealth

@transalta

The Lakes College Culinary Club (TLCCC) started with a team of 12 students and has now expanded to over 30 members, showcasing its continued success through participation in college events and even catering for local community organisations. This program not only imparts valuable culinary skills but also teaches the significance of community service, fosters practical abilities and cultivates a professional work ethic. Spanning ages 11 to 18, the Culinary Club challenges students to create elaborate six-course degustation dinners and manage large-scale catering for college gatherings. Chloe, a Year 7 student, praises the program for imparting essential life skills in an enjoyable way among friends. Likewise, Emily values the connections she forms despite the program’s demanding pace. Under the guidance of Chef Joel, TLCCC contributes to the college’s ethos and the students’ personal growth. The program’s commitment to local ingredients and culinary adventures is evident as it expands to include barista training and Responsible Service of Alcohol certification. The program seamlessly merges science, art and food technology, promoting discipline and shared responsibility. TLCCC embodies a commitment to service, community engagement and student leadership, cementing its unique character and contribution to The Lakes College.

@mldwealthmanagementgroup5617

@blackfishfinance

Centurion manages a diverse portfolio of multi-family apartment units, medical offices, and student housing beds across 46 cities in Canada and the United States. This includes 160 properties: 134 multi-residential apartments, 16 student communities, and 10 medical offices, totaling 22,314 rental units. Centurion aims to provide investors with alternative investment solutions focusing on capital protection, regular cash flow, risk-adjusted returns, low volatility, diversification, and tax efficiencies. They strive to be a leading, reputable multi-disciplinary asset manager, capitalizing on new investment opportunities, embracing change, and driving continual improvements. Their core values of respect, integrity, simplicity, and excellence drive their mission. Investment/Financing Solutions: REIT: The Centurion Apartment Real Estate Investment Trust (REIT) invests in a diversified portfolio of rental apartments and student housing properties, as well as mortgage and equity investments in property developments across Canada and the United States. The REIT focuses on areas with historically low vacancy rates, growing population demographics, addressing the growing need for housing and supporting the development of communities. CFiT: Centurion Financial Trust (CFiT) is an income and growth-oriented trust that invests in a diversified portfolio of debt investments, including mortgages, opportunistic real estate developments, and corporate debt. Mortgage: Centurion Asset Management Inc. is also a licensed mortgage broker (#12372) acting primarily on behalf of Centurion Apartment REIT. The team specializes in construction and term financing for multi-residential apartments, student housing, condominiums, and other traditional forms of real estate. They provide first and second mortgages, subordinate mezzanine, participating debt, and equity financing. Additionally, they fund development, bridge, and acquisition opportunities. Property Management: Centurion is a leading provider of quality multi-residential apartments and student communities in Canada and the United States. The goal has always been to provide residents and their families with clean, safe, and comfortable homes. The company enhances residents' living experiences by proactively attending to their needs and constantly seeking ways to elevate their rental experience. Corporate Responsibility: Centurion is committed to corporate social responsibility (CSR) and sustainable investing. The firm integrates environmental, social, and governance (ESG) considerations into its investment processes, ensuring that its investments contribute positively to society and the environment. Centurion supports various community initiatives and philanthropic efforts, reflecting its dedication to making a meaningful impact beyond financial markets. Leadership Team: The success of Centurion is driven by its experienced and visionary leadership team. The firm’s executives bring a wealth of knowledge and expertise from diverse backgrounds in finance, real estate, and investment management. Their collective experience and strategic insight guide the firm’s operations, driving growth and innovation. Client-Centric Approach: At Centurion, clients are at the heart of everything they do. The firm prioritizes building long-term relationships based on trust, transparency, and mutual respect. By understanding clients’ unique needs and objectives, Centurion delivers tailored solutions that help clients navigate complex financial landscapes and achieve their goals. Consistent Returns: Since inception, Centurion has offered investors positive annualized returns, making it a reliable choice for those seeking dependable investment opportunities.

Jeff Talbot

CEO and Founding Partner

Jeff Talbot has been planning and advocating for clients for over 20 years. His vast experience in tax and corporate planning allows clients to increase returns and decrease the taxes paid. Jeff’s thoughts on promoting a “client-first” approach have been published in many articles in and out of the financial industry.

Jeff Talbot

Founder and CEO

Rohit Mehta

President and CEO

Leadership

Rohit Mehta is President and Chief Executive Officer (CEO) of Global X Investments Canada Inc., a wholly owned subsidiary of Mirae Asset Global Investments Group, where he leads the overarching strategy and affairs of the firm. As one of Canada’s most trusted investment providers, Global X is committed to empowering Canadians to achieve their investment goals with the innovative ETF solutions needed for modern portfolios.

President and CEO

Rohit Mehta

Leadership

President & CEO

Rohit Mehta

Over the past year, The Wealth Council Financial has demonstrated excellence in delivering comprehensive, holistic solutions that meet the evolving needs of our clients. Our team is committed to providing a full suite of services, including tax planning and insurance, with the highest standards of professionalism and client care. To deepen our advisory capabilities, The Wealth Council has welcomed senior tax, planning, and technology professionals, enhancing both our expertise and use of data. We pride ourselves on integrating services that deliver forward-thinking, tailored strategies addressing both immediate and long-term goals. By fostering collaboration among our specialists, we simplify complex financial matters and empower clients to make confident, informed decisions. Our approach strengthens trust and builds lasting relationships. This past year, we have met complex challenges with agility and innovation, achieving strong results for individuals, families, and businesses. From succession planning and tax optimization to asset protection, we’ve demonstrated dedication and expertise. Our focus on continuous improvement ensures we remain current with trends and regulations. We also foster a collaborative, inclusive team culture that drives exceptional service. We are proud to be considered for this award, reflecting our passion for delivering impactful solutions that help clients thrive.

Vanessa Padillo, CPA, CMA

Chief Financial Officer & Founding Member

Edward Evans

Private Wealth Credit Consultant

Robert Frances

CEO and Chairman of PEAK Financial Group

Vanessa Padillo is a strategic-minded professional that delivers high-quality results for clients. As a Chartered Professional Accountant (CPA) and Certified Management Accountant (CMA), she brings 16+ years of finance and accounting experience and has played a crucial role as a founding member of The Wealth Council Financial. Her diverse background in corporate accounting, enterprise risk management, treasury & insurance, investor relations, corporate decision support, market research, and corporate communications has been instrumental in the firm’s success and in creating an exceptional client experience. Vanessa is an active community member, serving on the boards of arts organizations, and was awarded CBC’s 2022 Asian Changemaker.

Vanessa Padillo, CPA, CMA

Chief Financial Officer & Founding Member

Edward Evans brings over 40 years of entrepreneurial and financial expertise to his role. Starting in accounting and business positions within Canadian public company head offices, he later focused on private banking units. Since 2019, Edward has been a vital part of The Wealth Council Financial. His unique role involves positioning clients’ personal credit opportunities within Canadian private banking and retail/commercial business units. Edward’s goal is to facilitate a positive client experience throughout the credit adjudication process, delivering mutual value for all parties involved. With his extensive knowledge and unwavering commitment, Edward contributes significantly to The Wealth Council Financials’ success.

Edward Evans

Private Wealth Credit Consultant

Robert Frances

CEO and Chairman of PEAK Financial Group

Robert Frances

CEO and Chairman of PEAK Financial Group

@transalta

@blackfishfinance

facebook.com/reza.ghazi

@mldwealthmanagementgroup5617

https://www.linkedin.com/in/jonathan-hunt/

https://www.dennishuntandassociates.ca/

JothaanHunt@gpwm.ca

2045732978

18th Street, Unit A, Suite 857, Brandon, MB R7A 5B8

Founder and CEO

Jeff Talbot

Chief Financial Officer & Founding Member

Vanessa Padillo, CPA, CMA

Robert Frances founded PEAK Financial Group in 1992 and has grown it into a leading Canadian firm in independent wealth management, insurance, and financial advice. PEAK supports 1,500 professionals and 150,000 clients, with over $16 billion in assets, operating with no proprietary products or sales quotas. Robert serves on the CIRO board and has held leadership roles at IFIC and Concordia University. He was Global Chair of YPO (2011–2012) and now chairs the board of LANDR, a digital music company. He was named Ernst & Young Entrepreneur of the Year in Quebec’s Business Services category.

Founder, Chairman and CEO, PEAK Financial Group

Robert Frances

Founder, Chairman and CEO, PEAK Financial Group

Robert Frances