Wealth Professional Awards 2021

Wealth Professional Awards shift to a two-day digital event to celebrate the best in the wealth management industry

Sep 21, 2021

In early June, the Wealth Professional Awards recognized the industry’s best during a two-day virtual event that featured not only award announcements, but also panel discussions with the various finalists. Hosted by CBC’s Suhana Meharchand, the event featured a total of 23 awards being handed out to deserving financial advisors, brokerages, fund providers, BDMs and service providers.

Read on to find out more about all the winners and excellence awardees at the 2021 Wealth Professional Awards. Key Media and Wealth Professional would like to congratulate all of this year’s winners and nominees, who truly exemplify excellence in the Canadian wealth management and financial advice profession.

METHODOLOGY

Nominations

Nominations were solicited and received from a wide range of wealth professionals and organizations from across Canada, including financial advisors, brokerages, BDMs, fund providers and service providers. Nominations were open from December 3, 2020 to February 26, 2021 and were free of charge. Nominators were asked to provide the nominee’s contact details and a brief reason for the nomination.

Research

The Wealth Professional Awards team conducted research and drew on knowledge and information gained through Wealth Professional magazine to supplement the nominations received and to ensure that no one deserving of recognition was missed.

Finalists

Once all nominations were considered and research was complete, finalists were selected in each category (except for the Lifetime Achievement Award) and notified. All finalists were then invited to complete a detailed submission that addressed the category criteria in more detail. That submission remained confidential unless marked and was not shared with any third parties other than the judges. Finalists were announced in March 2021 on the event website and promoted in WP and online channels.

Judging

All finalist submissions were forwarded to an independent judging panel composed of investment industry leaders and senior representatives. The panel will be assessed and voted for their winners in each category according to the relevant criteria. Any judge with a conflict of interest in a category recused themselves from judging that category.

Winners

Using a simple points system to aggregate the judges’ votes, the WP Awards team identified the finalists with the top scores in each category. The winners were announced at the virtual WP Awards show on June 2-3, 2021.