It’s arguably the award with the greatest impact on an advisor’s future book and here’s who’s in the running.
It’s arguably the award with the greatest impact on an advisor’s future book and here’s who’s in the running.
“As a proud sponsor of this initiative, I’d like to congratulate all of the participants,” says John Cucchiella, SVP and Head of Retail, Dundee Goodman Private Wealth. “I thank you for being ambassadors of our industry within your respective communities. Congratulations and Good luck.”
Without further ado here are the finalists for six of the categories for the first annual Wealth Professional Awards brought to you by Invesco.
YOUNG GUN OF THE YEAR AWARD
Adam Schacter, Mandeville Private Client
Elie Nour, Elie Nour Group - Manulife Securities
Julia Chung, JYC Financial
Marcello Varano, Laurentian Bank Securities
Steve Tate, Tate Financial -Investia
Jeff Ber, ScotiaMcLeod Financial Services Inc.
DUNDEE GOODMAN COMMUNITY SERVICE EFFORT OF THE YEAR AWARD
Baljit Rana, Sun Life Financial
Frederick Montilla, Montilla Wealth Management, a Division of Investors Group
Jason F.D. Polsinelli, ScotiaMcleod Financial Services Inc.
Jonathan Lewis, Eastport Financial Group
Kirk Brugger, Brugger Wealth Management / Fundex
Ray Lessard, BMO Nesbitt Burns
Rose Cammareri, AGF Investments Inc.
NEW ADVISOR ON THE BLOCK - NEWCOMER OF THE YEAR AWARD
Ben Eby, Eby Financial Group Inc.
Chris Gaudet, Gaudet Tougas Wealth Management - Raymond James
Jessica Kemp, Kemp Financial Group
Ludovic Siouffi, Canaccord Genuity Wealth Management
Kelvin Byce, BMO Nesbitt Burns
OUTSTANDING INTERNET PRESENCE AWARD
Avraham Byers, Breakthrough Personal Financial Trainers
Ryan Colwell, IPC Investment Corporation
Rob McClelland, The McClelland Financial Group
Kevin Cahill, Canadian Legacy Builder
FIRST CLASS CUSTOMER SERVICE - INDIVIDUAL OFFICE AWARD
Gillian Stovel Rivers, Assante Capital Management Ltd.
Bev Evans, Evans Wealth Management - Richardson GMP
Chris Lennox, Lennox Financial Group Inc.
Duane Francis, Mandeville Private Client
Laurie Bonten, National Bank Financial
Monica Weissmann, Manulife Securities
Rob McClelland, The McClelland Financial Group
OUTSTANDING ADVISOR - ALTERNATE INVESTMENTS AWARD
Arthur C Salzer, Northland Wealth Management
Michael Prittie, Mandeville Private Client
Wenbo Zhang, Pinnacle Wealth Brokers
John R. Ardill, Ardill Financial Inc.
“As a proud sponsor of this initiative, I’d like to congratulate all of the participants,” says John Cucchiella, SVP and Head of Retail, Dundee Goodman Private Wealth. “I thank you for being ambassadors of our industry within your respective communities. Congratulations and Good luck.”
Without further ado here are the finalists for six of the categories for the first annual Wealth Professional Awards brought to you by Invesco.
YOUNG GUN OF THE YEAR AWARD
Adam Schacter, Mandeville Private Client
Elie Nour, Elie Nour Group - Manulife Securities
Julia Chung, JYC Financial
Marcello Varano, Laurentian Bank Securities
Steve Tate, Tate Financial -Investia
Jeff Ber, ScotiaMcLeod Financial Services Inc.
DUNDEE GOODMAN COMMUNITY SERVICE EFFORT OF THE YEAR AWARD
Baljit Rana, Sun Life Financial
Frederick Montilla, Montilla Wealth Management, a Division of Investors Group
Jason F.D. Polsinelli, ScotiaMcleod Financial Services Inc.
Jonathan Lewis, Eastport Financial Group
Kirk Brugger, Brugger Wealth Management / Fundex
Ray Lessard, BMO Nesbitt Burns
Rose Cammareri, AGF Investments Inc.
NEW ADVISOR ON THE BLOCK - NEWCOMER OF THE YEAR AWARD
Ben Eby, Eby Financial Group Inc.
Chris Gaudet, Gaudet Tougas Wealth Management - Raymond James
Jessica Kemp, Kemp Financial Group
Ludovic Siouffi, Canaccord Genuity Wealth Management
Kelvin Byce, BMO Nesbitt Burns
OUTSTANDING INTERNET PRESENCE AWARD
Avraham Byers, Breakthrough Personal Financial Trainers
Ryan Colwell, IPC Investment Corporation
Rob McClelland, The McClelland Financial Group
Kevin Cahill, Canadian Legacy Builder
FIRST CLASS CUSTOMER SERVICE - INDIVIDUAL OFFICE AWARD
Gillian Stovel Rivers, Assante Capital Management Ltd.
Bev Evans, Evans Wealth Management - Richardson GMP
Chris Lennox, Lennox Financial Group Inc.
Duane Francis, Mandeville Private Client
Laurie Bonten, National Bank Financial
Monica Weissmann, Manulife Securities
Rob McClelland, The McClelland Financial Group
OUTSTANDING ADVISOR - ALTERNATE INVESTMENTS AWARD
Arthur C Salzer, Northland Wealth Management
Michael Prittie, Mandeville Private Client
Wenbo Zhang, Pinnacle Wealth Brokers
John R. Ardill, Ardill Financial Inc.
