The second round of finalists for the Wealth Professional Awards brought to you by Invesco have been revealed – have you made the cut?
The second round of finalists for the Wealth Professional Awards brought to you by Invesco have been revealed – have you made the cut?
On Monday WP announced the coveted Advisor of the Year award for the first annual Wealth Professional Awards brought to you by Invesco and set for June 5 at the Liberty Grand in Toronto.
The event is expected to sell out and space is limited. Don’t miss your chance to book your table or individual seat at the wealth management industry’s premier awards show focused on the advisor. For those yet to register, click here to do so.
Today’s finalist announcement features several award categories including Advertising Campaign of the Year.
“Ext. Marketing Inc. is very proud to be sponsoring the Advertising Campaign of the Year award,” says Executive Director Richard Heft. “We congratulate this year’s finalists for their excellent work. Best of luck to all of you.”
The finalists and their award categories:
EXT MARKETING - ADVERTISING CAMPAIGN OF THE YEAR AWARD
Dynamic Mutual Funds
Canadian Securities Institute
Sun Life Financial
Mackenzie Investments
Invesco Canada
RBC Global Asset Management
FUND PROVIDER OF THE YEAR AWARD
Dynamic Funds
CI Investments
Fidelity Investments Canada ULC
Invesco Ltd
RBC Global Asset Management Inc.
Sentry Investments
TD Asset Management
NEW HOUSE ON THE BLOCK AWARD
Northland Wealth Management
Calgary North Region - Investors Group Financial Services
Elie Nour Group - Manulife Securities
SPEIR Wealth Management Inc.
Kemp Financial Group
MULTI-SERVICE ADVISOR OF THE YEAR AWARD
Bob Roby, IPC Investment Corporation
Granville West Group - Manulife Securities
Arthur C. Salzer, Northland Wealth Management
Jason Nagel, Three60 Wealth & Estate Solutions Inc.
Polsinelli Financial Advisory Group - Scotia McLeod
Rouleau Investment Group – CIBC Wood Gundy
Brad Mol, TriDelta Finanacial
OUTSTANDING ADVISOR – INSURANCE CHANNEL AWARD
Sterling Rempel, Future Values Estate & Financial Planning
Pierre Lacasse, Assante Financial Management
Jason Pereira, Woodgate Financial /IPC Investment Corp & Securities Corp
Michael Martella, Raymond James
James Britton, Western Canadian Brokerage Group
Kevin Cahill, Canadian Legacy Builder
Pedro Maia, Maia and Associates
Leony deGraaf, deGraaf Financial Strategies
Wade Baldwin, Sun Life Financial / Baldwin & Associates Financial Services Ltd.
OUTSTANDING INDUSTRY SERVICE PROVIDER OF THE YEAR
FundSERV Inc.
Advisor Websites
Blue ID
Vision Systems Corp.
Univeris
WHOLESALER OF THE YEAR
Alain Desbiens, BMO Global Asset Management
Mike Boyd, Capital Group (Canada)
Craig Koenig, CI Investments
Anthony Pantioras, Russell Investments
Mike Tycoles, Dynamic Mutual Funds
Will Fayed, NEI Investments
Caroline Yi, Sprott Asset Management
Jeff Gibbons, IA Clarington
Read more about the winners for the best wealth management wholesalers in Canada here.
