WINNER: The Optimize Wealth Management Award for Rising Star Advisor of the Year

Jordan Mauro

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

@nour_private_wealth

@transalta

Jordan Mauro is a leading Investment Advisor, Associate Portfolio Manager at Wellington-Altus who has rapidly established himself as a top emerging advisor in Canada. Recognized as Rising Star of the Year, Mauro stands out for combining high-level financial expertise with client-focused education, as well as holistic wealth advisory. His approach is built on a clear conviction: superior outcomes come from integrating investment strategy, tax optimization, risk management, and estate planning into one cohesive plan executed with discipline and precision. Jordan doesn’t just advise; he drives results through proactive decision-making and an unwavering attention to detail. Working with high-net-worth families, entrepreneurs, and professionals, he is known for bringing clarity to complex financial situations and delivering strategies that are sophisticated and practical. His clients value not only the performance he delivers but also the confidence they gain from understanding exactly how and why their wealth is being managed. Jordan operates with a relentless focus on accountability, continuous improvement, and long-term impact. Leading a top-tier advisory team, he leverages deep collaboration to deliver institutional-quality solutions with a highly personalized touch. This recognition reflects more than early success – it signals a trajectory defined by leadership, excellence, and commitment to setting a new standard for the next generation of advisors.

@mldwealthmanagementgroup5617

@blackfishfinance

Robert Frances CEO and Chairman of PEAK Financial Group Robert Frances – Founder, Chairman and CEO, PEAK Financial Group 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.

Robert Frances

Founder, Chairman and CEO of PEAK Financial Group

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.

Robert Frances

Founder, Chairman and CEO, PEAK Financial Group