Avenue Living is a leading Canadian alternative asset manager with over $4.7 billion in assets under management and four alternative investment offerings. Avenue Living entities own and operate assets in 7 provinces throughout Canada and 17 U.S. states which support sectors essential to the everyday lives of North Americans — workforce housing, commercial real estate, farmland, and self-storage.
Centurion Asset Management Inc. is a leading asset management company, offering investors a growing portfolio of private investment products, corporate financing, mortgage financing, multi-residential apartments, and student residences and is one of the largest dedicated private apartment REITs in Canada with $6.6B of assets under management as of February 2023. Centurion continues to expand across Canada with our portfolio of 151 properties, consisting of 125 multi-residential apartments, 16 student communities, and 10 medical offices representing 21,394 rental units across 46 cities.
Equiton makes high-quality private real estate investments accessible to all Canadians so they can responsibly build their wealth. Founded in 2015, we have experienced tremendous growth, having almost tripled assets under management in the last two years. Our exponential growth is a result of our leadership team’s deep understanding of real estate investing and Equiton’s ability to effectively partner with the advisor community. We focus on capitalizing on value creation opportunities and building the most robust portfolio possible for our investors, partners, and stakeholders.
A national certification and professional oversight body working in the public interest, FP Canada is dedicated to championing better financial wellness for all Canadians by leading the advancement of professional financial planning in Canada. There are about 17,300 CERTIFIED FINANCIAL PLANNER® professionals and about 1,600 QUALIFIED ASSOCIATE FINANCIAL PLANNER™ professionals (as of December 31, 2022), who meet FP Canada’s rigorous professional and ethical standards.
Franklin Templeton is a global leader in investment management with clients in over 170 countries. Here in Canada and abroad, we are dedicated to one goal: delivering exceptional asset management for our clients. At the core of our success is our multiple independent investment teams—each with a focused area of expertise—from traditional to alternative strategies and multi-asset solutions. All of these investment teams share a common commitment to excellence grounded in rigorous, fundamental research and robust, disciplined risk management. This expertise in Canada combined with extensive global resources, and a focus on excellence has made us a trusted partner to generations of advisors and investors.
ICM Asset Management is a leading alternative investment company founded in 2003 to preserve and grow the wealth of retail, private client and institutional investors looking to diversify their portfolios through alternative investment strategies.
Today, we manage more than $2.0 billion of assets and offer investment opportunities focused on real estate, private equity / venture capital, and alternative income strategies.
IFSE is the educational arm of The Investment Funds Institute of Canada (IFIC) and a leader in online learning delivery. We are dedicated to helping Canadians improve their financial literacy through best-in-class financial education and support. As a not-for-profit organization, we make our training affordable to ensure that financial education is widely accessible.
Trez Capital is a diversified real estate investment firm and preeminent provider of private commercial real estate debt and equity financing solutions in Canada and the United States.
With over $5.5 billion in AUM, we have funded more than 1,700 transactions totaling more than $17 billion since the firm’s inception in 1997.
We have earned the trust of investors, by applying prudent risk management and rigorous institutional-grade underwriting to generate attractive yields and stable sources of income.
We offer private and institutional investors strategies to invest in a variety of opportunistic, fully-secured mortgage investment funds, syndications and joint ventures. With a large and stable balance sheet, we provide property developers, investors and owners with the certainty of capital, quick approvals, and flexibility and creativity in short- to mid-term financing to bring a diverse range of real estate projects to life.
Our team prides itself on deep real estate industry expertise and on-the-ground perspective.
Wealhouse Capital Management was established in 2008 as an independent, privately owned alternative asset manager. Our goal was to provide award-winning investment strategies to ultra-high-net-worth individuals, family offices, and advisors. Today, our small but mighty team manages more than a billion in assets for Canada’s wealthiest families and entrepreneurs.
We have a proud 110-year history of helping Canadian organizations thrive. Our 7,300+ partners and staff are located coast to coast and bring their expertise to provide quality services and products that help solve important problems.
Our industry-focused professional services include audit and assurance, tax, deals and consulting targeting solutions for cybersecurity, privacy, financial crime, workforce of the future, finance transformation, value creation, strategic reassessment and cost optimization. We work as one firm to bring different perspectives and capabilities together to achieve what matters most.
With offices in 155 countries and more than 284,000 people, we are among the leading professional services networks in the world. We deliver the best of our collective thinking, experience and solutions to build public trust and create value for our people, clients and communities.
Alongside the chance to win these prestigious awards, attending the glittering event is the perfect opportunity to network and bump elbows with the sector’s finest in exclusive surroundings with a dynamic party atmosphere. Join us at Liberty Grand, Toronto on Thursday June 1 for an unforgettable night.Nominate Now
Be sure to receive all updates about the Wealth Professional Awards by signing up to our awards mailing list. No spam and unsubscribe anytime.