FEATURED WINNER

LePoidevin Group

“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 Franklin Templeton Award for Advisory Team of the Year (10 Staff or More)

https://lepoidevingroup.com/

https:/www.linkedin.com/company/lepoidevin-group

LePoidevinGroup@cgf.com

855.643.7073

1133 Melville St., Suite 1200 Vancouver, British Columbia V6E 4E5, Canada

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WINNER: The Franklin Templeton Award for Advisory Team of the Year (10 Staff or More)

LePoidevin Group

https://www.facebook.com/LePoidevinGroup

@nour_private_wealth

@transalta

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.

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.

David LePoidevin

Founder & Lead Portfolio Manager

With over 35 years of experience in capital markets, David LePoidevin is the Founder and Lead Portfolio Manager of LePoidevin Group – one of Canada’s premier advisory teams. He guides a team of professionals focused on research-driven results, independent thinking, risk management, and exceptional client service. David began his career on a bond trading desk before transitioning into wealth management, where he has built a reputation for strategic conviction and long-standing client relationships. Over the years, he has received multiple industry awards and been featured in national publications.

David LePoidevin

Founder & Lead Portfolio Manager

David LePoidevin

President and CEO Founder & Lead Portfolio Manager

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

LePoidevin Group: Wealth Management Done Differently At a time when many advisory practices lean on standardized, off-the-shelf solutions and generic portfolio models, LePoidevin Group stands apart by design. With a philosophy rooted in independent thinking, deep conviction, and hands-on portfolio construction, this team has become one of Canada’s most distinctive names in private wealth management. For more than 35 years, LePoidevin Group has helped clients navigate volatility, capitalize on market dislocations, and build enduring wealth through a highly active, research-driven approach. While many traditional advisory teams outsource key functions, this group retains full ownership of investment strategy – offering clients precision, agility, and clarity in complex markets. Structured more like a sophisticated asset manager than a conventional wealth practice, LePoidevin Group is led by four distinguished Canadian portfolio managers and supported by 14 additional professionals. The result is a rare combination: the analytical rigor of a large-scale investment manager paired with the personalization of a dedicated wealth team. At the helm is David LePoidevin, an industry veteran who has spent decades refining a strategy focused on risk-adjusted returns, tactical agility, and a lifelong passion for understanding and navigating global markets. The association with Canaccord Genuity gives the team access to the scale and reach of a global platform. That includes world-class services, international investment capabilities, and cross-border expertise – resources that elevate what is possible for clients with complex wealth-planning needs. LePoidevin Group’s investment philosophy is as focused as it is distinct: identify mispriced assets, rotate capital based on real-time fundamentals, and construct portfolios from the ground up – always guided by deep insight, not consensus forecasts. The team deploys a diversified asset mix shaped by macroeconomic signals and prevailing market conditions. They do not chase trends – they position for volatility in advance and use it to their advantage. Deeply rooted in LePoidevin Group’s philosophy is the belief that the team should invest alongside their clients, because they wouldn’t recommend anything to clients that they would not own themselves. This is investment management with skin in the game. But investment expertise is only part of the offering. The group also delivers holistic planning across all aspects of clients’ financial lives. Their approach is rigorous, adaptable, and grounded in the real priorities of the individuals and families they serve. Client communication is equally intentional. Each quarter, the team hosts a live-market webinar that connects economic developments and geopolitical shifts with real-time investment implications – offering clients insight, not just information. Recordings are added to the team’s YouTube library, which has garnered thousands of views and serves as an accessible resource for clients who want to revisit past sessions or stay informed on their own schedule. In a crowded field, LePoidevin Group offers something rare: clarity, conviction, and a team that invests alongside you. As David LePoidevin says: “I built this practice the way I’d want to be served: with deeply informed investment thinking, clear and consistent communication, and an unwavering commitment to exceptional client service. Every decision is thoughtful, every strategy intentional - delivered with the same discipline and transparency I’d expect for my own family.”

Marc Rinfret

Senior Investment Advisor & Senior Portfolio Manager

Fletcher Hemmons

Senior Investment Advisor & Senior Portfolio Manager

Darcie Crowe

Senior Wealth Advisor & Senior Portfolio Manager

Marc Rinfret is a Senior Portfolio Manager who combines a rigorous investment approach with high-touch client service, managing assets and relationships in alignment with the LePoidevin Group’s client-first philosophy. As David LePoidevin’s first Portfolio Management partner, Marc has helped shape the team’s active, research-driven strategy and plays a central role in its day-to-day execution. He holds both the Canadian Investment Manager (CIM) and Derivatives Market Specialist (DMS) designations and is fully licensed to offer options strategies. Marc is also registered to serve client-first across multiple U.S. states, reflecting the group’s commitment to cross-border expertise and long-term client support.

Marc Rinfret

Senior Investment Advisor & Senior Portfolio Manager

Fletcher Hemmons is a Senior Portfolio Manager with the LePoidevin Group, delivering tailored investment strategies and comprehensive wealth planning to a broad client base. He constructs and manages portfolios using the team’s disciplined, research-driven approach. A member of the LePoidevin Group for over 15 years and David’s second portfolio management partner, Fletcher supports clients across Canada and internationally, maintaining offices in both Vancouver and Toronto. He holds a degree in finance and economics from St. Francis Xavier University and the chartered investment manager (CIM®) designation, is licensed for options, and holds a US securities license.

Fletcher Hemmons

Senior Investment Advisor & Senior Portfolio Manager

Robert Frances

Senior Investment Advisor & Senior Portfolio Manager

Fletcher Hemmons

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

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.

Founder and CEO

Jeff Talbot

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.

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

Edward Evans

Private Wealth Credit Consultant

A seasoned advisor with a multidisciplinary background in finance and investing, Darcie leads with deep expertise in financial planning – anchored in a discovery process that takes the time to understand each client’s goals, values, and complexities. She brings over 20 years of experience across equity research, corporate finance, and private wealth, delivering strategic advice through all life stages, including transitions such as divorce and retirement. Recognized with over a dozen industry awards, Darcie combines expertise with care. She holds the CIM®, PFP®, and CDFA® designations, is FINRA-registered, and is a graduate of the Richard Ivey School of Business.

Darcie Crowe

Senior Wealth Advisor & Senior Portfolio Manager

Fletcher Hemmons is a Senior Portfolio Manager with the LePoidevin Group, delivering tailored investment strategies and comprehensive wealth planning to a broad client base. He constructs and manages portfolios using the team’s disciplined, research-driven approach. A member of the LePoidevin Group for over 15 years and David’s second portfolio management partner, Fletcher supports clients across Canada and internationally, with offices in Vancouver and Toronto. He holds a degree in finance and economics from St. Francis Xavier University and the chartered investment manager (CIM®) designation, is licensed for options, and holds a US securities license.

Senior Investment Advisor & Senior Portfolio Manager

Fletcher Hemmons

Private Wealth Credit Consultant

Fletcher Hemmons is a Senior Portfolio Manager with the LePoidevin Group, delivering tailored investment strategies and comprehensive wealth planning to a broad client base. He constructs and manages portfolios using the team’s disciplined, research-driven approach. A member of the LePoidevin Group for over 15 years and David’s second portfolio management partner, Fletcher supports clients across Canada and internationally, with offices in Vancouver and Toronto. He holds a degree in finance and economics from St. Francis Xavier University and the chartered investment manager (CIM®) designation, is licensed for options, and holds a US securities license.

Senior Investment Advisor & Senior Portfolio Manager

Fletcher Hemmons

From top left to bottom right: Susanna Kam, Shirlene Hsiao, Aren Hoffman, Anthony Kwan, Fletcher Hemmons, Marc Rinfret, Anne Jackson, Lynn Yeo, Agnes Francisco, Kellyanne Yep, Alex LePoidevin, David LePoidevin, Darcie Crowe