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2026 EXCELLENCE AWARDEES
Award Categories
- The Centurion Asset Management Award for Advisor of the Year – Alternative Investments
- The CMI Financial Group Award for Fund Manager Innovator of the Year
- The Equiton Award for Canadian Advisor of the Year
- The Focal AI Award for Advisory Team of the Year (10 Staff or More)
- The FP Canada Award for Lifetime Achievement in the Financial Planning Industry
- The Franklin Templeton Award for Dealer of the Year
- The Pier 4 Award for the Female Trailblazer of the Year
- WealthTech Service Provider of the Year
- Young Entrepreneur of the Year
Capital Markets Deal of the Year
EXCELLENCE AWARDEES
Alimentation Couche-Tard’s concurrent US$1.5 billion and €1.35 billion notes offerings Canadian Law Firms
- Fasken Martineau DuMoulin LLP (for the placing agents)
- Stikeman Elliott LLP (for Alimentation Couche-Tard)
Non-Canadian Law Firms
- Skadden, Arps, Slate, Meagher & Flom LLP (for Alimentation Couche-Tard)
- Simpson Thacher & Barlett LLP (for the placing agents)
Organizations
- Alimentation Couche-Tard Inc.
- J.P. Morgan
- PricewaterhouseCoopers LLP
- Wells Fargo
Browning West’s victory in Gildan Activewear proxy campaign
Canadian Law Firms
- Goodmans LLP (lead counsel to Browning West, LP)
Non-Canadian Law Firms
- Olshan Frome Wolosky LLP (US counsel to Browning West)
Canada’s C$4 billion 10-year Green Bond and additional C$2 billion reopening
Canadian Law Firms
- BCF LLP (Government of Canada’s Translation Counsel)
- Davies Ward Phillips & Vineberg LLP (acted for the syndicate of underwriters)
- Field Law (Government of Canada’s Local Counsel (Initial Issuance and Re-Opening) – NWT and Nunavut)
- Macdonald and Company (Government of Canada’s Local Counsel (Initial Issuance and Re-Opening) – Yukon)
- McMillan LLP (lead law firm – acted as sole outside legal advisor to the Government of Canada)
- MLT Aikins (Government of Canada’s Local Counsel (Initial Issuance and Re-Opening) – Saskatchewan and Manitoba)
- Stewart McKelvey (Government of Canada’s Local Counsel (Initial Issuance and Re-Opening) – Atlantic Provinces)
Organizations
- BMO Nesbitt Burns Inc. (underwriter)
- Casgrain & Company Limited (underwriter)
- CIBC World Markets Inc. (underwriter)
- Desjardins Securities Inc. (underwriter)
- Laurentian Bank Securities Inc.
- Merrill Lynch Canada Inc. (underwriter)
- National Bank Financial Inc. (underwriter)
- RBC Dominion Securities Inc. (underwriter)
- Scotia Capital Inc. (underwriter)
- The Toronto-Dominion Bank (underwriter)
Infrastructure & Projects Deal of the Year
Winner: Coastal GasLink Pipeline Limited Partnership's C$7.15 billion refinancing
Canadian Law Firms
Blake, Cassels & Graydon LLP (counsel to Coastal GasLink Pipeline)
Norton Rose Fulbright Canada LLP (counsel to Joint Lead Agents)
Osler, Hoskin & Harcourt LLP (counsel to KKR and AIMCo)
Non-Canadian Law Firms
Mayer Brown LLP (US counsel to Coastal GasLink Pipeline)
Organizations
BMO Nesbitt Burns Inc.
CIBC World Markets Inc.
Merrill Lynch Canada Inc.
RBC Dominion Securities Inc.
EXCELLENCE AWARDEES
Fengate's C$1.8 billion recapitalization transaction of eStruxture
Canadian Law Firms
- Davies Ward Phillips & Vineberg LLP (eStruxture counsel)
- Gowling WLG
- Miller Thomson LLP (counsel to CDPQ)
- Stikeman Elliott (counsel to Fengate)
Non-Canadian Law Firms
- Kirkland & Ellis LLP (for Fengate)
Organizations
- Caisse de dépôt et placement du Québec
- Campbell Lutyens
- DH Capital
- eStruxture Data Centers
- Fengate Asset Management
- KPMG
- Leo Berwick
Surrey Langley Skytrain's C$5.996 billion project
Canadian Law Firms
- Davies Ward Phillips & Vineberg LLP (acted for SkyLink Guideway Partners)
- McCarthy Tetrault LLP (for the lenders to SkyLink Guideway Partners)
- Norton Rose Fulbright Canada LLP (acted for the Province of British Columbia)
- Weeneebayko Area Health Authority's C$1.8 billion redevelopment
Canadian Law Firms
- Davies Ward Phillips & Vineberg LLP (Legal Advisors to Pomerleau Inc.)
- Fasken Martineau DuMoulin LLP (legal counsel to Infrastructure Ontario and the Weeneebayko Area Health Authority (Hospital))
- Stikeman Elliott (legal advisor to the Lenders)
Organizations
- Caixabank, S.A. (Lender)
- Federation des Caisses Desjardins du Quebec (Lender)
- Industrial and Commercial Bank of China (Canada) (Lender)
- Pomerleau Inc. and its affiliates (Preferred Proponent, Dev Co, Project Co)
- PwC (Financial Advisor to Pomerleau Inc.)
- Royal Bank of Canada (Lender)
Insolvency & Restructuring Deal of the Year
Winner: Tacora Resources Inc.’s restructuring under CCAA
Canadian Law Firms
Bennett Jones LLP (acted for the primary creditor group)
Cassels Brock & Blackwell LLP (FTI Consulting Canada Inc.)
Davies Ward Phillips & Vineberg LLP (CrossingBridge Advisors, LLC)
Goodmans LLP (counsel to Cargill, Incorporated and Cargill International Trading Pte Ltd.)
McCarthy Tétrault LLP (for the controlling shareholder on the Tacora CCAA process)
Osler, Hoskin & Harcourt LLP (lead counsel for Millstreet and OSP)
Stikeman Elliott LLP (counsel to the debtor, Tacora)
Organizations
Cargill, Incorporated
FTI Consulting Canada Inc.
GLC Advisors and Co. LLC
Greenhill Co & Canada Ltd
Jefferies LLC
Tacora
EXCELLENCE AWARDEES
Ayr Wellness cross-border cannabis restructuring
Canadian Law Firms
- Goodmans LLP (Canadian counsel to the Plan Sponsors and Ad Hoc Committee)
- Stikeman Elliott LLP (lead counsel to Ayr Wellness)
Non-Canadian Law Firms
- Paul Hastings LLP (US counsel to the Ad Hoc committee of senior noteholders)
- Weil, Gotshal & Manges LLP (US counsel to Ayr Wellness)
Organizations
- Ducera (financial advisor to the Ad Hoc committee)
- Moelis (financial advisor to Ayr Wellness)
Taiga Motors Corp Inc.’s insolvency process
Canadian Law Firms
- Fasken Martineau DuMoulin LLP (counsel for Deloitte Restructuring)
- Lavery de Billy LLP (counsel for the acquirer – Stewart Wilkinson)
- Norton Rose Fulbright Canada LLP (acted for Taiga Motors)
- Stikeman Elliott LLP (counsel for Export Development Canada)
Organizations
- Ernst & Young Inc.
- Deloitte Restructuring
Xplore’s C$1.8 billion recapitalization
Canadian Law Firms
- Bennett Jones LLP (for primary creditor group)
- Blake, Cassels & Graydon LLP (counsel to Stonepeak Infrastructure Partners)
- Borden Ladner Gervais LLP
- Chaitons LLP (lead counsel to Amynta Surety Solutions)
- Davies Ward Phillips & Vineberg LLP (for Xplore)
- Goodmans LLP (lead counsel to Xplore Inc.)
- McCarthy Tetrault LLP
Non-Canadian Law Firms
- Gibson, Dunn & Crutcher LLP (ad hoc committee counsel to the term lenders)
- Paul, Weiss, Rifkind, Wharton & Garrison LLP LLP (lead US counsel to Xplore)
- Simpson Thacher & Bartlett LLP (for Stonepeak)
Organizations
- Perella Weinberg Partners (as lead financial advisor to Xplore)
- FTI (as financial advisor to Xplore)
- Greenhill (as financial advisor to the committee of ad hoc term lenders)
M&A Deal of the Year
Winner: Royal Bank of Canada’s C$13.5 billion acquisition of HSBC Bank Canada
Canadian Law Firms
Blake, Cassels & Graydon LLP (counsel to Royal Bank of Canada)
RBC Law Group (lead counsel to Royal Bank of Canada)
Miller Thomson LLP (counsel to HSBC Bank Canada board of directors)
Stikeman Elliott LLP (counsel to HSBC Global)
Non-Canadian Law Firms
A&O Sherman
Allen & Overy LLP (UK counsel to RBC)
Linklaters LLP (UK counsel to HSBC Global)
Wachtell, Lipton, Rosen & Katz (US counsel to RBC
Organizations
HSBC Global
Royal Bank of Canada
EXCELLENCE AWARDEES
Advent International, Philip Fayer, Novacap, and CDPQ’s US$6.3 billion joint acquisition of Nuvei Corporation
Canadian Law Firms
- Bennett Jones (for BMO Capital Markets)
- Blake, Cassels & Graydon LLP (for Advent International)
- Davies Ward Phillips & Vineberg LLP (for Novacap)
- Fasken Martineau DuMoulin LLP (for Novacap)
- Goodmans LLP (for TD Securities)
- McCarthy Tétrault LLP (for CDPQ)
- Norton Rose Fulbright Canada LLP (for Special Committee of Nuvei Corporation)
- Osler, Hoskin & Harcourt LLP (for Philip Fayer)
- Stikeman Elliott LLP (for Nuvei)
Non-Canadian Law Firms
- Brownstein Hyatt Farber Schreck, LLP
- Davis Polk & Wardwell LLP
- Kirkland & Ellis LLP
- Mayer Brown LLP
- Paul, Weiss, Rifkind, Wharton & Garrison LLP
- Ropes & Gray LLP
- Schulte Roth & Zabel LLP
- Willkie Farr & Gallagher LLP
Organizations
- Advent International
- Nuvei Corporation
Blackstone Real Estate’s C$5 billion acquisition of Tricon Residential
Canadian Law Firms
- Davies Ward Phillips & Vineberg LLP (counsel to Blackstone)
- Goodmans LLP (lead counsel to Tricon Residential Inc.)
- Osler, Hoskin & Harcourt LLP (Canadian counsel to the Special Committee of Tricon Residential (“Tricon”))
Non-Canadian Law Firms
- Paul, Weiss, Rifkind, Wharton & Garrison LLP (US counsel to Tricon)
- Simpson Thacher & Bartlett LLP (counsel to Blackstone)
Canadian Natural Resources Limited’s US$6.5 billion acquisition of Chevron’s Alberta assets
Canadian Law Firms
- Bennett Jones LLP (lead counsel to Canadian Natural Resources)
- Osler, Hoskin & Harcourt LLP (counsel to Chevron)
Chord Energy and Enerplus C$11 billion merger
Canadian Law Firms
- Goodmans LLP (counsel to Chord Energy Corporation)
- Blake, Cassels & Graydon LLP (counsel to Enerplus)
Non-Canadian Law Firms
- Latham & Watkins LLP
- Vinson & Elkins LLP (co-lead counsel to Chord Energy)
- Wachtell, Lipton, Rosen & Katz (co-lead counsel to Chord Energy)
Glencore’s C$9.93 billion acquisition of Teck Resources Limited
Canadian Law Firms
- Bennett Jones LLP (for Nippon Steel)
- Blake, Cassels & Graydon LLP (counsel to the Special Committee of the Board of Directors of Teck Resources Limited)
- Borden Ladner Gervais (BLG) LLP
- Felesky Flynn LLP (counsel to Teck Resources Limited)
- McCarthy Tétrault LLP (counsel to Glencore plc)
- Stikeman Elliott LLP (counsel to Teck Resources Limited)
Non-Canadian Law Firms
- Covington & Burling LLP
- Linklaters LLP
- Norton Rose Fulbright
- Paul, Weiss, Rifkind, Wharton & Garrison LLP (for Teck)
- Sullivan & Cromwell LLP (for the Special Committee of the Board of Directors of Teck)
Organizations
- Teck Resources Limited
- Ardea Partners LP (financial advisor to Teck)
- Barclays Capital Canada Inc. (financial advisor to Teck)
- CIBC World Markets Inc. (financial advisor to Teck)
- TD Securities Inc. (financial advisor to Teck)
- BMO Capital Markets (financial advisors to the special committee of the Board of Directors of Teck)
- Goldman Sachs & Co. LLC (financial advisors to the special committee of the Board of Directors of Teck)
- Origin Merchant Partners (financial advisors to the special committee of the Board of Directors of Teck)
Mid-Market Deal of the Year
Winner: Trans Mountain Corporation, Lower Nicola Indian Band, and EPCOR’s C$200 million sale of Kingsvale Transmission Line
Canadian Law Firms
Borden Ladner Gervais LLP
Dentons Canada LLP (for EPCOR)
Osler, Hoskin & Harcourt LLP (legal advisor for Trans Mountain)
Organizations
EPCOR
Lower Nicola Indian Band Development Corporation
Trans Mountain Corporation
EXCELLENCE AWARDEES
Canada Growth Fund’s C$200 million strategic investment in Entropy and carbon credit offtake agreement
Canadian Law Firms
- Burnet, Duckworth & Palmer LLP (counsel for Entropy and Advantage)
- Osler, Hoskin & Harcourt LLP (legal advisor for Canada Growth Fund)
- Torys LLP (counsel for Brookfield Renewable)
Organizations
- BMO (financial advisor for CGF)
Nations Royalty Corp. and Nisga’a Nation’s C$100 million royalty agreement
Canadian Law Firms
- Aldridge and Rosling LLP (co-lead firm for Nisga’a Nation)
- DuMoulin Black LLP (co-lead firm for Nisga’a Nation)
- Farris LLP (lead firm for Nations Royalty Corp.)
Organizations
- Canaccord Genuity Corp.
- Deloitte LLP
- Fiore Management & Advisory Corp.
- Nations Royalty Corp.
- Nisga’a Nation
OpenGate Capital’s C$155 million acquisition of Cineplex Inc.’s Player One Amusement Group
Canadian Law Firms
- Blake, Cassels & Graydon LLP (counsel to OpenGate Capital)
- Goodmans LLP (counsel to Cineplex Inc.)
Non-Canadian Law Firms
- Baker McKenzie (US counsel to Cineplex)
- Paul Hastings LLP (US counsel to OpenGate)
Organizations
- OpenGate Capital
Advisor of the Year – Tax & Estate Planning
EXCELLENCE AWARDEES
- Chris Warner - Nicola Wealth
- Filomena May - Filo Financial Solutions
- Haley Thomas - Wealth Stewards
- Heather Holjevac - Holjevac Financial Group
- Jillian Carr - Steady Gait Planning INC.
- Kristina de Souza - Carte Wealth Management
- Laura Thompson - Investia Financial
- Luxmihaasan Rasappah - Kabis & Associates
- Ralph Nour - Nour Private Wealth
- Zena Admunsen - Astra Financial
Advisory Team of the Year (Under 10 Staff)
EXCELLENCE AWARDEES
- Adamson Wealth Group
- Aretec Wealth
- Assad Wealth Management
- Bird Moore Advisory Group
- Britton Wealth Management and Planning Consultants Inc.
- Canvas Wealth
- Drozduk Filion Wealth Management
- Ginsler Wealth Management Inc.
- McIver Capital Management
- Moyle Rowley Wealth Management Group
- Prosperity Planning
- The Morcom Wealth Management Group
BDM/Wholesaler of the Year
EXCELLENCE AWARDEES
- Birju Patel - SEI Investments Canada
- Gord Ross - Capital Direct
- Jacob Lamanna - Desjardins Investments
- Jarrett Wilkinson - Sun Life Global Investments
- Jessie Yang - Avenue Living
- Joe Galbraith - Equitable Life
- Jordan Green - Invico Capital Corporation
- Naseem Husain - TD Asset Management
- Sima Etezadi - Purpose Investments
- Tajammul Pannun - Canada Life
- Xavier Saab - Franklin Templeton
CEO of the Year
EXCELLENCE AWARDEES
- Catherine Milum - iA Clarington
- Damon Muchison - IG Wealth Management
- Judy Goldring - AGF Management Limited
- Kirk Purai - Carte Wealth Management
- Michael Kovacs - Harvest ETFs
- Robert Frances - PEAK Financial Group
- Rohit Mehta - Global X
- Shaun Hauser - Wellington-Altus Financial Inc.
- Som Seif - Purpose Investments
- Tashia Batstone - FP Canada
Employer of Choice
EXCELLENCE AWARDEES
- AGF Management Limited
- Avenue Living
- Bellwether Investment Management
- Centurion Asset Management
- Equiton
- Global X
- Harbourfront Wealth Management
- Nicola Wealth
- Nour Private Wealth
- PEAK Financial Group
- Skyline
- Wellington-Altus Private Wealth
ETF Provider of the Year
EXCELLENCE AWARDEES
- 3iQ
- CI Global Asset Management
- Dynamic Funds
- Evolve ETFs
- Franklin Templeton
- Global X
- Hamilton ETFs
- Harvest ETFs
- Mackenzie Investments
- Manulife Investments
- Purpose Investments
Excellence in Philanthropy and Community Service
EXCELLENCE AWARDEES
- Aaron Ruston - Purposed Financial Corporation
- Britton Wealth Management and Planning Consultants Inc.
- Channing Chang - TD Wealth
- Cresco Wealth Management, Wellington-Altus Private Wealth
- Jennifer Hochstein - Wellington-Altus Private Wealth
- LeRoy Wealth Management
- Marie Phillips - Next Steps Planning, IPC Securities Corporation
- Natasha Bridgmohan - The BridgGroup of Companies
- PEAK Financial Group
- Skyline
Financial Literacy Champion
EXCELLENCE AWARDEES
- Anthony Gordon - Fidusure
- Chris Jardine - Bellwether Family Wealth
- Diana Wrona - Lankin Investments
- Jennifer Curpen - Primerica Financial Services Ltd.
- Joseph Bakish - Bakish Wealth
- Justin Noble - Cardinal Point Athlete Advisors
- Ken Seibel - Meridian Credit Union
- Robert Luft - Luft Financial
- Shannon Lee Simmons - The New School of Finance
- Stephanie Wolfe - Global X
- Tanya Suelzle - Canaccord Genuity Corp.
- Travis Koivula - Island Savings Wealth Management
Holistic Advisory Team of the Year
EXCELLENCE AWARDEES
- Bay & Associates - IG Private Wealth Management
- BPS Wealth Management - CG Wealth Management
- Generation Private Wealth - Harbourfront Wealth Management
- Jim Wilson Mathieu Piotte Team CIBC Wood Gundy Montreal
- Mangrove Wealth Group, iA Private Wealth
- Mauro Family Wealth - Wellington-Altus Private Wealth
- Quadrant Private Wealth
- Richie Feindel Wealth Management
- Shafik Hirani's Private Wealth Management Practice at Aligned Capital Partners Inc.
- The McClelland Financial Group
Most Innovative Use of WealthTech
EXCELLENCE AWARDEES
- Bellwether Investment Management
- Bold Wealth
- Harbourfront Wealth Management
- Investment Planning Counsel
- McIver Capital Management
- Meridian Credit Union
- PEAK Financial Group
- Tetrault Wealth, Cannacord Genuity Wealth Management
Mutual Fund Provider of the Year
EXCELLENCE AWARDEES
- AGF Management Limited
- Canada Life Investment Management
- CI Global Asset Management
- Dynamic Funds
- Franklin Templeton
- NCM Investments
- RGP Investments
- RPIA
- Sun Life Global Investments
Private Asset Investment Provider of the Year
EXCELLENCE AWARDEES
- AIP Asset Management
- Franklin Templeton
- Hamilton Lane
- Mandeville Private Client
- Newlook Capital
Real Estate Investment Provider of the Year
EXCELLENCE AWARDEES
- Avenue Living
- Centurion Asset Management
- CMI Financial Group
- Equiton
- Greenbirch Capital
- Kuber Mortgage Investment Corporation / Square Lending
- Skyline
- Starlight Capital
Rising Star Advisor of the Year
EXCELLENCE AWARDEES
- Brittney Rampersad - Team Kelvin Rampersad
- Daniel Mastrorillo - Nour Private Wealth
- Jordan Mauro - Mauro Family Wealth - Wellington-Altus Private Wealth
- Kate Norris - First & Main Financial Services
- Kevin Thompson - iA Private Wealth - Chartered Asset Management of Canada
- Nathan Clarke - MCO Wealth Management
- Rebeca Wieler Chen - Desjardins Financial Security Independent Network & Investments
- Rodrigo Mendez - Sun Life Financial
- Sean Mackay - Mann Team Wealth Management, Canaccord Genuity
- Vadims Martinovs - Meridian Credit Union
The Avenue Living Award for Portfolio/Discretionary Manager of the Year
EXCELLENCE AWARDEES
- Adam Bilyk - Bilyk Financial Private Client
- Danielle Kee - Ewing Morris & Co
- Darren Morcom - The Morcom Wealth Management Group
- Francis Sabourin - Richardson Wealth
- Gene Kim - Summit Private Wealth
- Ida Khajadourian - Richardson Wealth
- John Soutsos - Med-Wealth Financial Services - IPC Securities
- Kareen Stangherlin - Zelos Capital
- Robert Tetrault - Tetrault Wealth, Cannacord Genuity Wealth Management
- Sandy Liang - Purpose Investment Partners
- Shawna Perron - Cumberland Private Wealth
- Wolfgang Klein - Canaccord Genuity Corp.
The Centurion Asset Management Award for Advisor of the Year – Alternative Investments
EXCELLENCE AWARDEES
- Chad Larson - MLD Wealth Management
- Charlene Liu - Rethink and Diversify Securities - Monic Financial Group
- Jennifer Williams - Cresco Wealth Management, Wellington-Altus Private Wealth
- John De Goey - Designed Securities
- Karen Xiao - Rethink and Diversify Securities - Monic Financial Group
- Krissy Morrison - Harvey Morrison Private Wealth
- Mark Samborski - Pinnacle Wealth Brokers
- Michele Robitaille - Guardian Capital Group
- Scott Starratt - Starratt Wealth Management
- Steven Rowley - Moyle Rowley Wealth Management Group
- Thane Stenner - Stenner Wealth Partners, CG Wealth Management
The CMI Financial Group Award for Fund Manager Innovator of the Year
EXCELLENCE AWARDEES
- Chris McHaney - Global X
- Marshall Drozduk - Drozduk Filion Wealth Management
- Pascal St-Jean - 3iQ
- Paul MacDonald - Harvest ETFs
- Robert Jackson - Oak Hill Asset Management Inc.
The Equiton Award for Canadian Advisor of the Year
EXCELLENCE AWARDEES
- Chris Durno - Cresco Wealth Management, Wellington-Altus Private Wealth
- Christie Bartam - TD Wealth Private Investment Advice
- Francine Dick - Carte Wealth Management
- Gloria Malek - TD Wealth
- Jaime Power - Power Wealth
- Kelvin Rampersad - Team Kelvin Rampersad
- Kyle Richie - Richardson Wealth
- Maili Wong - Wellington-Altus Private Wealth
- Michael Allen - Tangerine Wealth
- Michael Connon - The McClelland Financial Group
- Richard Rampersad - IA Private Wealth
- Shannon Tatlock - Red Sky Financial
- Todd Degelman - Wellington-Altus Private Wealth
The Focal AI Award for Advisory Team of the Year (10 Staff or More)
EXCELLENCE AWARDEES
- Aspire Wealth Partners
- BGY Gestion de portefeuille
- Blue Harbour Financial
- BlueRock Wealth Management
- Degelman Pruden Wealth
- MLD Wealth Management
- OPTIM Financial Solutions
- RBC GROUP ADVANTAGE ATLANTIC
- Stonehaven Financial Group
- Strata Wealth
The FP Canada Award for Lifetime Achievement in the Financial Planning Industry
EXCELLENCE AWARDEES
The recipient of this award will be revealed at the Wealth Professional Awards gala.
The Franklin Templeton Award for Dealer of the Year
EXCELLENCE AWARDEES
- Canaccord Genuity Wealth Management
- Carte Wealth Management
- Nicola Wealth
- Nour Private Wealth
- PEAK Financial Group
- Wellington-Altus Private Wealth
- Worldsource Wealth Managment
The Pier 4 Award for the Female Trailblazer of the Year
EXCELLENCE AWARDEES
- Helen Hurlbut - Equiton
- Jillian Bryan - TD Wealth
- Kaila Stevenson - Sound Wealth Financial Strategies Inc.
- Karla Webster Gill - SEI Investments Canada
- Kelly Ho - DLD Financial Group Ltd.
- Kerry Rizzo - Harbourfront Wealth Management
- Leigh Peters - Avenue Living
- Lucja Davson - KBH Wealth Planning Inc.
- Natasha Phipps - WealthShare REIT
- Rowena Chan - Sun Life
- Sonia LeRoy - LeRoy Wealth Management
- Tania Tetrault - Tetrault Wealth, Cannacord Genuity Wealth Management
WealthTech Service Provider of the Year
EXCELLENCE AWARDEES
- CapIntel
- Cloven
- Conquest Planning
- Croesus
- d1g1t Inc.
- Focal AI
- Four Eyes Financial
- iCapital
- interVal
- InvestorCOM
- Portfolio Aid Inc. ("PortfolioAid")
- PureFacts Financial Solutions
Young Entrepreneur of the Year
EXCELLENCE AWARDEES
- Alyssa Anderson - Desjardins Financial Security Independent Network
- Chris Arthur - Bold Wealth
- Courtney Castledine - Prosperity Planning
- Dami Gittens - Nicola Wealth
- Dylan Bredo - Bilyk Financial Private Client
- Joshua Kalyta - Kalyta Financial Solutions
- Justin Donnelly - National Bank Financial
- Karim Mina - Manulife
- Kiran Vishwasrao - Edward Jones
- Nimar Bangash - Obsiido
- Prerna Mathews - Mackenzie Investments
- Zael Miransky - MCO Private Wealth
