It’s the biggest night of the year in the calendar of Canadian financial advisors – and now we can reveal the finalists
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 finalists can be revealed.
The second annual Wealth Professional Awards brought to you by Invesco, are set for Thursday evening, June 2, at the Liberty Grand in Toronto.
“At Invesco Canada, we’re proud to be the title sponsor of the second annual Canadian Wealth Professional Awards,” said Aysha Mawani, Vice President, Corporate Affairs, Invesco Canada. “We strongly believe that advisors play a key role in delivering positive outcomes for Canadian investors. Now in its second year, this event seeks to recognize the very best in this vital profession.”
Over the coming weeks, we’ll release the finalists for all award categories in what has become the industry’s preeminent awards show focused on the outstanding work done by financial advisors across the country.
“The award show promises to be spectacular, the number of recommendations for advisors and the industry is outstanding,” said Chris Davis, the Wealth Professional Awards’ operations manager. “These efforts are a testament to the industry’s belief in elevating the industry as a whole.”
Here is the first set of finalists – remember to stay tuned in the coming days as the contenders in more categories are revealed.
THE BLACKROCK AWARD FOR PORTFOLIO/DISCRETIONARY MANAGER OF THE YEAR
Arthur Salzer – CEO at Northland Wealth Management
Chad Larson - Senior Vice President, Portfolio Manager at National Bank Financial
Christian Gendron - Portfolio Manager and Financial Planner at Gendron Team and BMO Nesbitt Burns
Kash Pashootan - SVP & Portfolio Manager at First Avenue Advisory of Raymond James Ltd.
Paul Green – Portfolio Manager at Green Private Wealth Counsel
Susyn Wagner - VP, Portfolio Manager at CIBC Wood Gundy
Thane Stenner -Director of Wealth Management and Portfolio Manager at StennerZohny Investment Partners+
Francis Sabourin - Director, Wealth Management and Portfolio Manager at Richardson GMP
THE NEI INVESTMENTS AWARD FOR RESPONSIBLE INVESTING
Don Wilson – Financial Security Advisor at Freedom 55 Financial
Aaron Ruston – Financial Security Advisor at Purposed Financial
Bob Sewell & Craig Ellis – Portfolio Managers at Bellweather Investment Management
Ross Campbell – Senior Financial Advisor at Assante Capital Management
Christine Hughes – President and Chief Investment Strategist at Otterwood Capital Management
Ryan Colwell – Financial Planner at IPC Investment Corporation
Stephen Whipp – Managing Director of Responsible Asset Management and Investment advisor at Wolverton Securities Ltd.
Andy Guest – Branch Supervisor, CFP Broker at Manulife Securities
Paul Butchard – Financial Consultant/Advisor at Investors Group
Robert McClelland – Senior Financial Advisor at Assante Capital Management
THE AWARD FOR MULTI-SERVICE ADVISOR OF THE YEAR
David Little – Director, Private Client Group, Senior Advisor at Hollis Wealth
Jonathan Lewis – President at Eastport Financial Group
Kevin Hegedus CFP, CIM – Portfolio Manager, Senior Investment Advisor, Executive Director, Private Client Group at Prairie Wealth Management with HollisWelath
Ludovic Siouffi – Investment & Insurance Advisor at Canaccord Genuity Wealth Management
Paul Butchard – Financial Consultant/Advisor at Investors Group
Rhonda Sherwood – Independent Financial Advisor
David Christianson RFP, CFP, TEP, CIM – Senior Investment Advisor at Christianson Wealth Advisors; National Bank Financial
Sean Baylis – Investment Advisor at RBC Dominion Securities Inc.
Sterling Rempel – Wealth and Estate Planning Specialist at Future Values Estate & Financial Planning
Kyle Richie – Senior Executive Consultant at Kyle Richie-Investors Group
Debbie E. Hartzman – Advisor at Professional Investments
THE AWARD FOR ADVERTISING CAMPAIGN OF THE YEAR
The Empire Life Insurance Company - Emblem Campaign
Dynamic Funds - We are always active
Mackenzie Investments – Five star performance
RBC Global Asset Management – ETF Campaign
CIBC Asset Management / Renaissance Investments - Downswings
Sprott Asset Management – IFC - (download Dennis strategy paper )
The Vangard Group – 3% campaign
Invesco Canada's PowerShares - Smarter is better campaign
THE AWARD FOR BEST PRACTICE INDIVIDUAL OFFICE (25 STAFF OR LESS)
Ross Allan – Owner at Allan Financial
Rona Birenbaum – Financial Planner/Owner at Caring for Clients
Dennis Crawford – Senior Financial Advisor at Crawford Financial Services Corp.
Trudy Butt – Executive Financial Consultant at Investors Group
Lance Howard – Financial Advisor at Lance Howard Group/IPC Investment Corporation
McCurdy Financial Planning
Polson Bourbonnierre – Owner at Polson Bourbonniere Financial
Robert McClelland – Senior Financial Advisor at The McClelland Financial Group of Assante Capital Management Ltd.
THE AWARD FOR COMMUNITY SERVICE EFFORT OF THE YEAR
Rhonda Sherwood – Wealth Advisor at Scotia Wealth Management
Gerald Perron – Associate Portfolio Manager at BMO Nesbitt Burns
Daniel Frost – Financial Advisor at The Frost Group at Raymond James Ltd.
Jay Nash – Investment Advisor, Portfolio Manager, Senior VP at National Bank Financial
Debra Wooding – Vice President, Portfolio Manager, Investment Advisor at the Wooding Group at CIBC Wood Gundy
Robert Redman – Senior Investment Advisor at Holliswealth, a division of Scotia Capital Inc.
THE AWARD FOR DIGITAL INNOVATION & MARKETING
Randy Cass – CEO, Founder, Portfolio Manager at Nest Wealth
Desmond Chow – Senior Financial Advisor at ATB Investor Services
Emily Allan – Community/Social Media Manager at Allan Financial – Hollis Wealth
Peter Katevatis – Senior Investment Advisor at Canacord Genuity
Shannon Lee Simmons – Founder and CEO of New School of Finance
Tea Nicola – Co-Founder and CEO at Wealth Bar
Remember that if you want to know more about the Wealth Professional Awards you can visit our dedicated website at wpawards.ca.
The second annual Wealth Professional Awards brought to you by Invesco, are set for Thursday evening, June 2, at the Liberty Grand in Toronto.
“At Invesco Canada, we’re proud to be the title sponsor of the second annual Canadian Wealth Professional Awards,” said Aysha Mawani, Vice President, Corporate Affairs, Invesco Canada. “We strongly believe that advisors play a key role in delivering positive outcomes for Canadian investors. Now in its second year, this event seeks to recognize the very best in this vital profession.”
Over the coming weeks, we’ll release the finalists for all award categories in what has become the industry’s preeminent awards show focused on the outstanding work done by financial advisors across the country.
“The award show promises to be spectacular, the number of recommendations for advisors and the industry is outstanding,” said Chris Davis, the Wealth Professional Awards’ operations manager. “These efforts are a testament to the industry’s belief in elevating the industry as a whole.”
Here is the first set of finalists – remember to stay tuned in the coming days as the contenders in more categories are revealed.
THE BLACKROCK AWARD FOR PORTFOLIO/DISCRETIONARY MANAGER OF THE YEAR
Arthur Salzer – CEO at Northland Wealth Management
Chad Larson - Senior Vice President, Portfolio Manager at National Bank Financial
Christian Gendron - Portfolio Manager and Financial Planner at Gendron Team and BMO Nesbitt Burns
Kash Pashootan - SVP & Portfolio Manager at First Avenue Advisory of Raymond James Ltd.
Paul Green – Portfolio Manager at Green Private Wealth Counsel
Susyn Wagner - VP, Portfolio Manager at CIBC Wood Gundy
Thane Stenner -Director of Wealth Management and Portfolio Manager at StennerZohny Investment Partners+
Francis Sabourin - Director, Wealth Management and Portfolio Manager at Richardson GMP
THE NEI INVESTMENTS AWARD FOR RESPONSIBLE INVESTING
Don Wilson – Financial Security Advisor at Freedom 55 Financial
Aaron Ruston – Financial Security Advisor at Purposed Financial
Bob Sewell & Craig Ellis – Portfolio Managers at Bellweather Investment Management
Ross Campbell – Senior Financial Advisor at Assante Capital Management
Christine Hughes – President and Chief Investment Strategist at Otterwood Capital Management
Ryan Colwell – Financial Planner at IPC Investment Corporation
Stephen Whipp – Managing Director of Responsible Asset Management and Investment advisor at Wolverton Securities Ltd.
Andy Guest – Branch Supervisor, CFP Broker at Manulife Securities
Paul Butchard – Financial Consultant/Advisor at Investors Group
Robert McClelland – Senior Financial Advisor at Assante Capital Management
THE AWARD FOR MULTI-SERVICE ADVISOR OF THE YEAR
David Little – Director, Private Client Group, Senior Advisor at Hollis Wealth
Jonathan Lewis – President at Eastport Financial Group
Kevin Hegedus CFP, CIM – Portfolio Manager, Senior Investment Advisor, Executive Director, Private Client Group at Prairie Wealth Management with HollisWelath
Ludovic Siouffi – Investment & Insurance Advisor at Canaccord Genuity Wealth Management
Paul Butchard – Financial Consultant/Advisor at Investors Group
Rhonda Sherwood – Independent Financial Advisor
David Christianson RFP, CFP, TEP, CIM – Senior Investment Advisor at Christianson Wealth Advisors; National Bank Financial
Sean Baylis – Investment Advisor at RBC Dominion Securities Inc.
Sterling Rempel – Wealth and Estate Planning Specialist at Future Values Estate & Financial Planning
Kyle Richie – Senior Executive Consultant at Kyle Richie-Investors Group
Debbie E. Hartzman – Advisor at Professional Investments
THE AWARD FOR ADVERTISING CAMPAIGN OF THE YEAR
The Empire Life Insurance Company - Emblem Campaign
Dynamic Funds - We are always active
Mackenzie Investments – Five star performance
RBC Global Asset Management – ETF Campaign
CIBC Asset Management / Renaissance Investments - Downswings
Sprott Asset Management – IFC - (download Dennis strategy paper )
The Vangard Group – 3% campaign
Invesco Canada's PowerShares - Smarter is better campaign
THE AWARD FOR BEST PRACTICE INDIVIDUAL OFFICE (25 STAFF OR LESS)
Ross Allan – Owner at Allan Financial
Rona Birenbaum – Financial Planner/Owner at Caring for Clients
Dennis Crawford – Senior Financial Advisor at Crawford Financial Services Corp.
Trudy Butt – Executive Financial Consultant at Investors Group
Lance Howard – Financial Advisor at Lance Howard Group/IPC Investment Corporation
McCurdy Financial Planning
Polson Bourbonnierre – Owner at Polson Bourbonniere Financial
Robert McClelland – Senior Financial Advisor at The McClelland Financial Group of Assante Capital Management Ltd.
THE AWARD FOR COMMUNITY SERVICE EFFORT OF THE YEAR
Rhonda Sherwood – Wealth Advisor at Scotia Wealth Management
Gerald Perron – Associate Portfolio Manager at BMO Nesbitt Burns
Daniel Frost – Financial Advisor at The Frost Group at Raymond James Ltd.
Jay Nash – Investment Advisor, Portfolio Manager, Senior VP at National Bank Financial
Debra Wooding – Vice President, Portfolio Manager, Investment Advisor at the Wooding Group at CIBC Wood Gundy
Robert Redman – Senior Investment Advisor at Holliswealth, a division of Scotia Capital Inc.
THE AWARD FOR DIGITAL INNOVATION & MARKETING
Randy Cass – CEO, Founder, Portfolio Manager at Nest Wealth
Desmond Chow – Senior Financial Advisor at ATB Investor Services
Emily Allan – Community/Social Media Manager at Allan Financial – Hollis Wealth
Peter Katevatis – Senior Investment Advisor at Canacord Genuity
Shannon Lee Simmons – Founder and CEO of New School of Finance
Tea Nicola – Co-Founder and CEO at Wealth Bar
Remember that if you want to know more about the Wealth Professional Awards you can visit our dedicated website at wpawards.ca.
