Wealth Professional names top finalists ahead of gala night at Toronto’s Liberty Grand on June 5
It’s that time of the year again, WP Awards season has officially begun.
Wealth Professional is proud to reveal the 2025 Excellence Awardees.
Winners in each category will be chosen from this list by an independent panel of expert judges for the WP Awards.
2025 marks the 11th edition of the annual WP Awards, which will be held on June 5th at the Liberty Grand in Toronto.
The event will bring together top advisors, firms, and service providers for what promises to be a memorable night celebrating leadership, innovation, and performance in Canada’s wealth sector.
The Excellence Awardees were selected from hundreds of submissions and represent standout achievements across individual, team, and firmwide categories.
Notable nominees include:
Advisor of the Year – Responsible Investments:
- Andy Kim – TD Wealth
- Arthur Salzer – Northland Wealth
- Fraser McKeown – Percentage Plus Financial Group
- Hash Assad – Assad Wealth Management
- Rennier Malavega – Greatway Financial Inc
- Tu Nguyen – Meridian Credit Union
CEO of the Year:
- Alex Sasso – NCM Investments
- Blaine Shewchuk – Investment Planning Counsel
- Damon Murchison – IG Wealth Management
- Greg Romundt – Centurion Asset Management Inc.
- Jared Rabinowitz – Q Wealth Partners
- Jason Roque – Equiton
- Kash Pashootan – First Avenue Investment Counsel
- Luke Gould – Mackenzie Investments
- Mark Evans – Conquest Planning
- Michael Kovacs – Harvest ETFs
- Robert Frances – PEAK Financial Group
- Rohit Mehta – Global X Investments Canada
- Shaun Hauser – Wellington-Altus Private Wealth
Employer of Choice:
- AGF
- Avenue Living
- Bellwether Investment Management
- Centurion Asset Management Inc.
- CI Financial
- DLD Financial Group Ltd.
- Equiton
- Global X Investments Canada
- Nicola Wealth
- PEAK Financial Group
- RGP Financial Group
- Skyline
- Wellington-Altus Private Wealth
Among last year’s winners were:
- Maili Wong, who took home the Equiton Award for Canadian Advisor of the Year and the Avenue Living Award for Portfolio/Discretionary Manager of the Year
- Greg Romundt, named CEO of the Year
- Fred Pye, who won Fund Manager Innovator of the Year
- Global X, which received ETF Provider of the Year
- Cary List, who was honoured with the FP Canada Award for Lifetime Achievement in the Financial Planning Industry
Congratulations to all 2025 WP Excellence Awardees — see you in June!
