The best of the Canadian wealth industry gathered in Toronto to celebrate its top performers
The Canadian wealth industry gathered in Toronto for a night of celebration at the Wealth Professional Awards, recognizing outstanding achievements in the financial sector.
The glamorous event brought together financial advisors, brokerages, fund managers, BDMs, and service providers for a memorable evening.
The ceremony, hosted in true gala style, featured a cocktail reception, dinner banquet, awards presentation, and a post-awards celebration. Attendees enjoyed a night of networking and recognition, celebrating the industry's top performers. Arisa Cox, known for hosting Big Brother Canada, emceed the event.
The night’s biggest story was the double success of Maili Wong, who flew in from Vancouver to collect the Avenue Living Award for Portfolio/Discretionary Manager of the Year and the Equiton Award for Canadian Advisor of the Year.
Another highlight from the night was the CEO of the Year award, won by Greg Romundt of Centurion Asset Management Inc, while Fred Pye of 3iQ, was recognized as the Fund Manager Innovator of the Year.
Global X, formerly Horizons ETFs, took home the award for ETF Provider of the Year, highlighting its commitment to delivering high-quality investment solutions. This recognition underscores Global X's position as a leader in the ETF space.
The full list of winners is as follows:
- BDM/Wholesaler of the Year: Tony Kim, Equiton
- The Charitable Impact Award for Excellence in Philanthropy and Community Service: Abbott Wealth Management, Harbourfront Wealth Management
- The Desjardins Award for Rising Star Advisor of the Year: Chase Gordon, Verus Financial, National Bank Financial
- CEO of the Year: Greg Romundt, Centurion Asset Management Inc.
- WealthTech Service Provider of the Year: Broadridge
- The IFSE Institute Award for Financial Literacy Champion: Ben Felix, PWL Capital
- Fund Manager Innovator of the Year: Fred Pye, 3iQ
- The Wealhouse Capital Management Award for Female Trailblazer of the Year: Heather Holjevac, Holjevac Financial Group
- ETF Provider of the Year: Global X
- The Centurion Asset Management Award for Young Achiever of the Year: Evan Inglis, IG Wealth Management
- Holistic Advisory Team of the Year: Richie Feindel Wealth Management, Richardson Wealth
- Mutual Fund Provider of the Year: Franklin Templeton
- The FP Canada Award for Lifetime Achievement in the Financial Planning Industry: Cary List, L.I.S.T. Strategy
- Most Innovative Use of WealthTech: Abbott Wealth Management, Harbourfront Wealth Management
- The ICM Asset Management Award for Advisor of the Year – Alternative Investments: Ida Khajadourian, Khajadourian Wealth Management, Richardson Wealth
- Employer of Choice: Nicola Wealth
- The Sun Life Global Investments Award for Advisor of the Year – Responsible Investments: Patti Dolan, Wellington-Altus Private Wealth Inc.
- Alternative Investment Solutions Provider of the Year: Centurion Asset Management Inc.
- The Avenue Living Award for Portfolio/Discretionary Manager of the Year: Maili Wong, The Wong Group, Wellington-Altus Private Wealth Inc.
- Advisory Team of the Year (Under 10 Staff): Team Kelvin Rampersad, Carte Wealth Management Inc.
- The Trez Capital Award for Multi-Office Advisor Network/Brokerage of the Year: Wellington-Altus Private Wealth Inc.
- The Franklin Templeton Award for Advisory Team of the Year (10 Staff or More): Skyline Wealth Management
- The Equiton Award for Canadian Advisor of the Year: Maili Wong, The Wong Group, Wellington-Altus Private Wealth Inc.
