It’s the biggest night of the year in the calendar of Canadian financial advisors – and now the finalists are revealed
It has been described as the most important night of the year for financial advisors in Canada – a chance to secure industry recognition and celebrate the very best the country has to offer: and now the first set of 2017’s finalists can be revealed.
The third annual Wealth Professional Awards brought to you by Invesco, are set for Thursday evening, June 1, at the Liberty Grand in Toronto.
“At Invesco, we’re proud of our ongoing relationship with the Canadian Wealth Professional Awards,” said Aysha Mawani, Vice President, Corporate Affairs, Invesco Canada. “We are committed to working with advisors in delivering superior financial outcomes for Canadians. These awards serve as a showcase for the country’s leading professionals”
In the coming days, we’ll release the finalists for the remaining award categories in what has become the industry’s preeminent awards show focused on the outstanding work done by financial advisors across the country.
Here is the first set of finalists – remember to stay tuned as the contenders in more categories are revealed.
THE AGF AWARD FOR ENGAGEMENT, LOYALTY AND CUSTOMER CARE
Danielson Group Wealth Management of Assante Capital Management Ltd.
David Barnsdale - VP and Associate Portfolio Manager at Barnsdale & Hussain Wealth Management Group of RBC Dominion Securities
Julia Chung – Co-Founder and Senior Financial Planner
Kevin Daley - Senior Vice-President and Investment Advisor at TD Wealth
Chris Lennox – President at Lennox Financial Group Inc.
Melanie Gotts - Investment Advisor at BMO Nesbitt Burns
Rod Tyler - President at The Tyler Group Financial Services
The McClelland Financial Group of Assante Capital Management Ltd.
Troy Busniuk - Financial Advisor at Sun Life Financial
THE AWARD FOR ADVERTISING CAMPAIGN OF THE YEAR
Dynamic Funds
Fidelity Investments
iA Clarington Investments Inc.
Invesco Canada
Mackenzie Investments
RBC Global Asset Management
Sprott Asset Management
Sun Life Financial
Vanguard Canada
THE AWARD FOR BDM/WHOLESALER OF THE YEAR
Alain Desbiens - Vice-President, BMO ETFs at BMO Global Asset Management
Darren Gazdag - Senior Vice-President, Institutional Sales at Excel Funds Management Inc.
Harry Cheung - Vice-President, Business Development at Dynamic Funds
Jeff Gibbons - Regional Vice-President, Sales at Invesco Canada
Philip Douglas - Vice-President, Business Development at Horizons ETFs Management Inc.
Warren Miles-Pickup - Director, Wealth Distribution at Sun Life Financial
Zachary Sikorski - Director, Wealth Sales at Sun Life Financial
Read more about the winners for the best wealth management wholesalers in Canada here.
THE AWARD FOR BEST INDEPENDENT ADVISOR PRACTICE OFFICE - FEWER THAN 10 STAFF
Tina Tehranchian Team of Assante Capital Management Ltd.
Caring For Clients
Danielson Group Wealth Management of Assante Wealth Management Ltd.
Family Tree Wealth Management of IPC Securities Corporation
G.R. Baird Financial Group Inc.
The Lance Howard Group of IPC Investment Corporation
Little Wealth Management Group of HollisWealth
Lysnes Magreehan Wealth Management of Canaccord Genuity Wealth Management
Richie Group Private Wealth Management of Investors Group Financial Services Inc.
Western Canadian Brokerage Group
THE AWARD FOR DIGITAL INNOVATION AND MARKETING
BMO Global Asset Management, "BMO Canadian ETF Dashboard"
Dan Bortolotti, "Canadian Couch Potato"
Great-West Life, "HelloLife" Program
Insuranceforchildren (IFC)
New School of Finance
Provisus Wealth Management, "Transcend" Program
Royal Bank of Canada
Sun Life Global Investments
THE AWARD FOR PHILANTHROPY & COMMUNITY SERVICE OF THE YEAR
Aaron Ruston - Financial Advisor at Purposed Financial
Drew Abbott - Senior Vice-President at TD Wealth
Marita Simbul-Lezon - Director and Vice-President, Investment & Wealth at RBC Dominion Securities
MLD Wealth Management Group of National Bank Financial
Nadeem Ibrahim - Advisor at Educators Financial Group
Renee Rebelo - President at Life Coach Financial Strategies
Rob Tétrault - Portfolio Manager at Tétrault Wealth Advisory Group of National Bank Financial
Sean Baylis - Associate Portfolio Manager at RBC Dominion Securities
THE EQUISOFT AWARD FOR FUND PROVIDER OF THE YEAR
AGF
BMO Global Asset Management
CI Investments
Fidelity Investments
Franklin Templeton Investments
Mackenzie Investments
Manulife Investments
RBC Global Asset Management
Sun Life Global Investments
TD Asset Management
THE FRANKLIN TEMPLETON INVESTMENTS AWARD FOR BEST INDEPENDENT ADVISOR PRACTICE OFFICE - 10 STAFF OR MORE
De Thomas Financial Corp.
Manulife Securities Inc.
Northland Wealth Management
Polson Bourbonniere Financial Group of HollisWealth
The McClelland Financial Group of Assante Capital Management Ltd.
THE FUNDSERV AWARD FOR ADVISOR NETWORK/BROKERAGE OF THE YEAR
Canaccord Genuity Wealth Management
CIBC Wood Gundy
HollisWealth
Investment Planning Counsel
Investors Group
Mandeville Private Client
Manulife Securities Inc.
THE RADIUS FINANCIAL EDUCATION AWARD FOR OUTSTANDING SERVICE PROVIDER OF THE YEAR
Advicent
Advisor Websites
Blue ID
Broadridge Financial Services
Canadian Securities Institute
EquiSoft
Foran Financial Institute
FundServ
Iress Market Technology
Kronos Technologies
Maximizer CRM Wealth Manager
NexJ Systems Inc.
Qtrade Financial Group
Sticky Advisor
View the list of 2017’s finalists here.
