Industry players across Canada will converge on Toronto to celebrate the kind of advisor and dealer excellence highlighted in today’s list of finalists for the WP Awards.
With today’s announcement of the last set of finalists for the Wealth Professional Awards brought to you by Invesco, advisors must now await the big night on June 5 when all will be revealed.
“At Invesco, we believe professional advice is critical for Canadians seeking to achieve their financial goals,” says Pat Pacchiarotti of Invesco. “We are delighted to partner with Wealth Professional in recognizing the best of the best and extend our congratulations to all of this year’s finalists for the excellent service they provide to their clients.”
One of the finalists in the “Best Practice Individual Advisor Office – 25 staff or less” category is Vancouver-based advisor Thane Stenner, a portfolio manager with StennerZohny Investment Partners+, a multi-family office within Richardson GMP Limited.
WP spoke with the industry veteran Tuesday about making the cut in this very prestigious category.
“It’s a real honour and pleasure to be nominated as a finalist,” said Stenner. “It’s something that our industry should constantly be striving for… as high a standard as possible. We’re being recognized for the standards we do stand for.”
“To be able to serve clients and the people you work with is a real honour. It’s just a nice recognition.”
A little farther east WP reached out to Saskatoon nominees Kevin Hegedus and Kevin Haakensen of Prairie Wealth Management for their reaction to being nominated in this category.
“It is a great honour to be a part of the esteemed group of finalists in the Best Practice – Individual Advisor category,” remarked Hegedus and Haakensen. “As business owners we intimately know the hard work, determination, and good fortune that it takes to run a successful practice, as well as the constant day to day commitment that it requires and we thank Wealth Professional for making this recognition possible.”
Here then are the finalists in the remaining categories for the Wealth Professional Awards brought to you by Invesco. Congratulations to the finalists in all 20 categories.
THE FUNDSERV AWARD FOR ADVISOR NETWORK/ BROKERAGE OF THE YEAR
Assante Wealth Management
RBC Dominion Securities
Desjardins Financial
Dundee Goodman Private Wealth
HollisWealth
Manulife Securities
YOUNG GUN BDM / WHOLESALER OF THE YEAR
Adam Elliot, Dynamic Funds of Canada
Anthony Chouinard, Invesco Canada
Stephen Bebber, Fidelity Investments Canada
Matthew Pavey, Invesco Canada
Elisabeth Préfontaine , iShares by BlackRock
Rameez Husseini, RBCGAM - Perron & Partners Wealth Management
BEST PRACTICE INDIVIDUAL ADVISOR OFFICE - 25 STAFF OF LESS
Kevin Hegedus & Kevin Haakensen, Prairie Wealth Management
Rona Birenbaum, Caring for Clients
Tony De Thomasis, De Thomas Financial Corp.
Michael Prittie, Adam Capital Wealth Architects - Mandeville Private Client
Thane Stenner and Youssef Zohny, StennerZohny Investment Partners+, Richardson GMP
THE NEI INVESTMENTS AWARD FOR SOCIALLY RESPONSIBLE / IMPACT INVESTING
Brian Barsness, Mennonite Savings and Credit Union
Ryan Colwell, IPC Investment Corporation
Sterling Rempel, Future Values Estate & Financial Planning
Sucheta Rajagopal, Jacob Securities Inc.
PORTFOLIO/DISCRETIONARY MANAGER OF THE YEAR
Carrie Lyle-Voce, ScotiaMcLeod / Verus Wealth Management
John J DeGoey, Burgeonvest Bick Securities Limited
Rob Tétrault, Wealth Management Group, National Bank Financial
Brian S. Jones, TD Wealth Private Investment Advice
Marco Zaino, Dundee Goodman Private Wealth
Wolfgang Klein, Canaccord Genuity Wealth Management
“At Invesco, we believe professional advice is critical for Canadians seeking to achieve their financial goals,” says Pat Pacchiarotti of Invesco. “We are delighted to partner with Wealth Professional in recognizing the best of the best and extend our congratulations to all of this year’s finalists for the excellent service they provide to their clients.”
One of the finalists in the “Best Practice Individual Advisor Office – 25 staff or less” category is Vancouver-based advisor Thane Stenner, a portfolio manager with StennerZohny Investment Partners+, a multi-family office within Richardson GMP Limited.
WP spoke with the industry veteran Tuesday about making the cut in this very prestigious category.
“It’s a real honour and pleasure to be nominated as a finalist,” said Stenner. “It’s something that our industry should constantly be striving for… as high a standard as possible. We’re being recognized for the standards we do stand for.”
“To be able to serve clients and the people you work with is a real honour. It’s just a nice recognition.”
A little farther east WP reached out to Saskatoon nominees Kevin Hegedus and Kevin Haakensen of Prairie Wealth Management for their reaction to being nominated in this category.
“It is a great honour to be a part of the esteemed group of finalists in the Best Practice – Individual Advisor category,” remarked Hegedus and Haakensen. “As business owners we intimately know the hard work, determination, and good fortune that it takes to run a successful practice, as well as the constant day to day commitment that it requires and we thank Wealth Professional for making this recognition possible.”
Here then are the finalists in the remaining categories for the Wealth Professional Awards brought to you by Invesco. Congratulations to the finalists in all 20 categories.
THE FUNDSERV AWARD FOR ADVISOR NETWORK/ BROKERAGE OF THE YEAR
Assante Wealth Management
RBC Dominion Securities
Desjardins Financial
Dundee Goodman Private Wealth
HollisWealth
Manulife Securities
YOUNG GUN BDM / WHOLESALER OF THE YEAR
Adam Elliot, Dynamic Funds of Canada
Anthony Chouinard, Invesco Canada
Stephen Bebber, Fidelity Investments Canada
Matthew Pavey, Invesco Canada
Elisabeth Préfontaine , iShares by BlackRock
Rameez Husseini, RBCGAM - Perron & Partners Wealth Management
BEST PRACTICE INDIVIDUAL ADVISOR OFFICE - 25 STAFF OF LESS
Kevin Hegedus & Kevin Haakensen, Prairie Wealth Management
Rona Birenbaum, Caring for Clients
Tony De Thomasis, De Thomas Financial Corp.
Michael Prittie, Adam Capital Wealth Architects - Mandeville Private Client
Thane Stenner and Youssef Zohny, StennerZohny Investment Partners+, Richardson GMP
THE NEI INVESTMENTS AWARD FOR SOCIALLY RESPONSIBLE / IMPACT INVESTING
Brian Barsness, Mennonite Savings and Credit Union
Ryan Colwell, IPC Investment Corporation
Sterling Rempel, Future Values Estate & Financial Planning
Sucheta Rajagopal, Jacob Securities Inc.
PORTFOLIO/DISCRETIONARY MANAGER OF THE YEAR
Carrie Lyle-Voce, ScotiaMcLeod / Verus Wealth Management
John J DeGoey, Burgeonvest Bick Securities Limited
Rob Tétrault, Wealth Management Group, National Bank Financial
Brian S. Jones, TD Wealth Private Investment Advice
Marco Zaino, Dundee Goodman Private Wealth
Wolfgang Klein, Canaccord Genuity Wealth Management
