Award Categories

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ADVISORY TEAM OF THE YEAR (UNDER 10 STAFF)

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Winner: Team Kelvin Rampersad – Carte Wealth Management Inc.

EXCELLENCE AWARDEES

Blue Oceans Private Wealth – iA Private Wealth
Britton Wealth Management
Caldwell Private Wealth Team
Cumberland Private Wealth – Perron & Partners
Great Lakes Wealth – iA Private Wealth
NASH Family Wealth Management – National Bank Financial
RR Wealth Management
SK Financial Group – CIBC Wood Gundy
The Guillaume Maurice Group – ScotiaMcLeod
The Morcom Wealth Management Group – Wellington-Altus Private Wealth Inc.

ALTERNATIVE INVESTMENT SOLUTIONS PROVIDER OF THE YEAR

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Winner: Centurion Asset Management Inc.

EXCELLENCE AWARDEES

AGF Management Limited
Avenue Living
CMLS Asset Management
Equiton
Hamilton Lane
ICM Asset Management
Ninepoint Partners LP
Skyline Wealth Management
Trez Capital
Wealhouse Capital Management

BDM/WHOLESALER OF THE YEAR

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Winner: Tony Kim – Equiton

EXCELLENCE AWARDEES

Alain Desbiens – BMO Global Asset Management
Cynthia Maisonneuve – CMLS Asset Management
David Roy – Invico Capital Corporation
Jacob Lamanna – Desjardins Investments
Michael Siervo – Sun Life Global Investments
Patrick Graham – Franklin Templeton
Ryan Cipolla – Sun Life Global Investments
Sara Dowlatshahi – Dynamic Funds
Shirley Huang – Canada Life
Tom Caulfield – Fidelity Investments

CEO OF THE YEAR

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Winner: Greg Romundt – Centurion Asset Management Inc.

EXCELLENCE AWARDEES

Damon Murchison – IG Wealth Management
Jason Roque – Equiton
Jeff Gans – Advisor Solutions by Purpose
Michael Kovacs – Harvest ETFs
Luke Gould – Mackenzie Investments
Raj Lala – Evolve ETFs
Shaun Hauser – Wellington-Altus Private Wealth Inc.
Ursula Holmsten – ATB Wealth

EMPLOYER OF CHOICE

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Winner: Nicola Wealth

EXCELLENCE AWARDEES

AGF Management Limited
Alterna Wealth
Bridgewater Bank
Cardinal Capital Management
Carte Wealth Management Inc.
Centurion Asset Management Inc.
Equiton
PEAK Financial Group
Purpose Investments
Purpose Unlimited
Wellington-Altus Private Wealth Inc.

ETF PROVIDER OF THE YEAR

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Winner: Global X

EXCELLENCE AWARDEES

CI Global Asset Management
Dynamic Funds
Evolve ETFs
Fidelity Investments
Hamilton ETFs
Harvest ETFs
Mackenzie Investments
Vanguard Canada

FUND MANAGER INNOVATOR OF THE YEAR

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Winner: Fred Pye – 3iQ

EXCELLENCE AWARDEES

David Stephenson – CIBC Asset Management
Marc-André Lewis – CI Global Asset Management
Michael Kovacs – Harvest ETFs
Stacey Steinberg – Mackenzie Investments
Steven Leong – BlackRock
Wan Kim – NCM Investments

HOLISTIC ADVISORY TEAM OF THE YEAR

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Winner: Richie Feindel Wealth Management – Richardson Wealth

EXCELLENCE AWARDEES

Drozduk Filion Wealth Management – Richardson Wealth
Efficient Wealth Management (EWM)
First Avenue Investment Counsel Inc.
Ginsler Wealth Management Inc.
Holistic Wealth – Manulife Wealth Inc.
Kleinburg Private Wealth – Carte Wealth Management
Luft Financial
O’Connor and Associates – IG Private Wealth Management
Polson Bourbonniere Derby Wealth Management – iA Private Wealth
The Wealth Council Financial
Woodgate Financial Inc.

MOST INNOVATIVE USE OF WEALTHTECH

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Winner: Abbott Wealth Management – Harbourfront Wealth Management

EXCELLENCE AWARDEES

Alterna Wealth
Harbourfront Wealth Management
National Bank Independent Network
Optimize Wealth Management
Wellington-Altus Private Wealth Inc.
Woodgate Financial Inc.

MUTUAL FUND PROVIDER OF THE YEAR

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Winner: Franklin Templeton

EXCELLENCE AWARDEES

AGF Management Limited
Canada Life Investment Management Limited
Dynamic Funds
NCM Investments
Sun Life Global Investments

THE AVENUE LIVING AWARD FOR PORTFOLIO/DISCRETIONARY MANAGER OF THE YEAR

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Winner: Maili Wong – The Wong Group – Wellington-Altus Private Wealth Inc.

EXCELLENCE AWARDEES

Arthur Salzer – Northland Wealth
Danny Leung – Zenith Private Wealth Counsel – iA Private Wealth
Gene Kim – Summit Private Wealth/Mandeville Private Client Inc.
Jay Nash – NASH Family Wealth Management – National Bank Financial
John Soutsos – IPC Securities Corp./Med-Wealth Financial Services
Ken MacNeal – Richardson Wealth
Nathan Estabrooks – PEAK Financial Group
Omar Shaikh – Echelon Wealth Partners
Susyn Wagner – Wellington-Altus Private Wealth Inc.
Wolfgang Klein – CG Wealth Management

THE CENTURION ASSET MANAGEMENT AWARD FOR YOUNG ACHIEVER OF THE YEAR

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Winner: Evan Inglis – IG Wealth Management

EXCELLENCE AWARDEES

Aaron Menon – Howe Harrell & Associates
Adrian LeRoy – LeRoy Wealth Management Group – IPC Securities
Claire Hunt – First Atlantic Private Wealth
Conner Sura – TURN8 Private Wealth
Dillon Garabedian – iA Private Wealth
Evan Riddell – Riddell Private Wealth Management – IG Wealth Management
Jessica Keus – Wellington-Altus Private Wealth Inc.
Katya Revenko – Nicola Wealth
Laura De Sousa – Nicola Wealth
Maxime Lagacé-Carter – TWM Group – iA Private Wealth
Ralph Abdel Nour – Nour Private Wealth

THE CHARITABLE IMPACT AWARD FOR EXCELLENCE IN PHILANTHROPY AND COMMUNITY SERVICE

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Winner: Abbott Wealth Management – Harbourfront Wealth Management

EXCELLENCE AWARDEES

Aaron Ruston – Purposed Financial Corporation
Britton Wealth Management
Christina Chow – Raymond James Ltd.
Gavin Marshall – Magenta Capital Corporation
Joel Bray – Cardinal Capital Management
Kelly Ho – DLD Financial Group Ltd.
LeRoy Wealth Management Group – IPC Securities
Marie Phillips – Next Steps Planning with IPC Securities
Nicole Deters – Gilman Deters Private Wealth – Harbourfront Wealth Management
Teresa Virani – Nicola Wealth
TWM Group – iA Private Wealth

THE DESJARDINS AWARD FOR RISING STAR ADVISOR OF THE YEAR

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Winner: Chase Gordon – Verus Financial – National Bank Financial

EXCELLENCE AWARDEES

Adam Pearl – Polson Bourbonniere Derby Wealth Management – iA Private Wealth
Alexander Soutsos – IPC Securities Corporation
Bright Bennett – BMO Private Wealth
Mikaela Carson – Richardson Wealth
Nicole Mensink – Georgijev Financial Group/Worldsource Financial Management Inc.
Sean Mikucki – iA Private Wealth/REM Core Financial
Spencer Gale-Reimer – Wellington-Altus Private Wealth Inc.
Sydney Mascard – Polson Bourbonniere Derby Wealth Management – iA Private Wealth

THE EQUITON AWARD FOR CANADIAN ADVISOR OF THE YEAR

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Winner: Maili Wong – The Wong Group- Wellington-Altus Private Wealth Inc.

EXCELLENCE AWARDEES

Danny Pero – CG Wealth Management
Dean Bradshaw – Cresco Wealth Management – Wellington-Altus Private Wealth
Elie Nour – Nour Private Wealth
Georges Achkar – Diligence Group – Manulife Wealth
Jamie Suprun – Suprun Wealth Management
Kyle Richie – Richardson Wealth
Robert McClelland – The McClelland Financial Group
Shafik Hirani – Shafik Hirani’s Private Wealth Management Practice – Aligned Capital Partners Inc.
Sophia Ito – Nicola Wealth
Tina Tehranchian – Assante Capital Management Ltd.
Todd Degelman – Wellington-Altus Private Wealth Inc.

THE FP CANADA AWARD FOR LIFETIME ACHIEVEMENT IN THE FINANCIAL PLANNING INDUSTRY

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Winner: Cary List – L.I.S.T. Strategy

THE FRANKLIN TEMPLETON AWARD FOR ADVISORY TEAM OF THE YEAR (10 STAFF OR MORE)

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Winner: Skyline Wealth Management

EXCELLENCE AWARDEES

Alterna Wealth
Caring for Clients
Cresco Wealth Management – Wellington-Altus Private Wealth
Northland Wealth
Nour Private Wealth
Spire Advisors – Assante Capital Management
Tetrault Wealth Advisory Group – CG Wealth Management
The Black-Stratton Group – Scotia Wealth Management
The McClelland Financial Group
Vo-Dignard Provost Wealth Management – National Bank Financial
Wealth Stewards

THE ICM ASSET MANAGEMENT AWARD FOR ADVISOR OF THE YEAR – ALTERNATIVE INVESTMENTS

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Winner: Ida Khajadourian – Khajadourian Wealth Management – Richardson Wealth

EXCELLENCE AWARDEES

Arthur Salzer – Northland Wealth
Chad Larson – MLD Wealth Management – CG Wealth Management
Elie Nour – Nour Private Wealth
George Halkidis – The Halkidis Group – Richardson Wealth
Jamie Suprun – Suprun Wealth Management
Kerry Rizzo – BlueRidge Private Wealth – Harbourfront Wealth Management
Klint Rodgers – Axcess Capital Advisors Inc.
Marco Goco – Sea Glass Wealth Advisory Group – Harbourfront Wealth Management
Rob Tetrault – Tetrault Wealth Advisory Group – CG Wealth Management
Robert Tick – Mandeville Private Client Inc.
Scott Starratt – CG Wealth Management
Travis Forman – Strategic Private Wealth Counsel – Harbourfront Wealth Management

THE IFSE INSTITUTE AWARD FOR FINANCIAL LITERACY CHAMPION

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Winner: Ben Felix – PWL Capital

EXCELLENCE AWARDEES

Francois Gagnon – Gestion Privée Mandeville Inc.
Lin Sok – Lin Sok Services Financiers Inc
Pierre-Benoît Gauthier – IG Wealth Management
Robin Taub – Robin Taub Financial Consulting
Sam Lichtman – Millen Wealth Advisors
Sonia LeRoy – IPC Securities Corporation
Steve Battistoni – Investor’s Group Financial Services Inc.
Steven Furtado – Savoir Wealth
Tina Tehranchian – Assante Capital Management Ltd.
Tracey Bissett – Bissett Financial Fitness Inc.
Tracey Lundell – Sea Glass Wealth Advisory Group – Harbourfront Wealth Management

THE SUN LIFE GLOBAL INVESTMENTS AWARD FOR ADVISOR OF THE YEAR – RESPONSIBLE INVESTMENTS

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Winner: Patti Dolan – Wellington-Altus Private Wealth Inc.

EXCELLENCE AWARDEES

Deepika Gupta – Alterna Wealth
Francine Dick – Carte Wealth Management Inc.
Hussain Ahmad – iA Private Wealth Inc
Kerry Rizzo – BlueRidge Private Wealth – Harbourfront Wealth Management
Lyne Larochelle – Investia Financial Services
Peter Nikolakakos – Alterna Wealth
Shawn Martel – Assante Capital Management
Sonia LeRoy – LeRoy Wealth Management Group – IPC Securities

THE TREZ CAPITAL AWARD FOR MULTI-OFFICE ADVISOR NETWORK/BROKERAGE OF THE YEAR

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Winner: Wellington-Altus Private Wealth Inc.

EXCELLENCE AWARDEES

Carte Wealth Management Inc.
CI Assante Wealth Management
Harbourfront Wealth Management
iA Private Wealth
PEAK Financial Group

THE WEALHOUSE CAPITAL MANAGEMENT AWARD FOR FEMALE TRAILBLAZER OF THE YEAR

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Winner: Heather Holjevac – Holjevac Financial Group

EXCELLENCE AWARDEES

Akilah Allen-Silverstein – Mandeville Private Client Inc.
Francine Dick – Carte Wealth Management Inc.
Josephine Gonzales – CIBC Wood Gundy
Ladan Shokrgozar – Harbourfront Wealth Management
Laurie Bonten – Wellington-Altus Private Wealth Inc.
Monika Wilk – Wilk Grzadka Group – IG Private Wealth Management
Nicole Deters – Gilman Deters Private Wealth – Harbourfront Wealth Management
Scarlett Pan – Edward Jones

WEALTHTECH SERVICE PROVIDER OF THE YEAR

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Winner: Broadridge

EXCELLENCE AWARDEES

CapIntel
Charitable Impact
Cloven
Croesus
Equisoft
FutureVault
InvestorCOM
Ortec Finance
Planworth Inc.
SideDrawer