2016 Winners and Excellence Awardees
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The B2b Bank Award for Multi-service Advisor of the Year Award
The Trsb Award for Advertising Campaign of the Year
The Vantage Asset Management Award for Best Practice Individual Office (25 Staff or Less)
The Nest Wealth Award for Business Development Manager/Wholesaler of the Year
The National Bank Financial Award for Community Service Effort of the Year
The Investment Planning Counsel of Canada Award for Digital Innovation & Marketing of the Year
The Equisoft Award for Fund Provider of the Year
The Canadian Securities Institute Newcomer Advisor of the Year Award
The Empire Life Award for Outstanding Advisor Insurance Channel of the Year
The Nei Investments Award for Responsible Investing
The Ishares by Blackrock Award for Portfolio/Discretionary Manager of the Year
The Cetfa Award for Etf Champion of the Year
The Excel Funds Award for Outstanding Global Advisor of the Year
The Fundserv Award for Advisor Network/ Broker / Dealer of the Year
The Horizons Etfs Award for Young Gun Advisor of the Year
The Invesco Canada Lifetime Achievement Award
The Mandeville Private Client Award for Advisor of the Year
The Radius Financial Education Award for Outstanding Industry Service Provider of the Year
The Sprott Asset Management Award for Best Advisor – Alternative Solutions
The Vision Systems Award for Engagement, Loyalty and Client Care
The B2b Bank Award for Multi-service Advisor of the Year Award
Kevin Hegedus, CFP, CIM – Portfolio Manager, Prairie Wealth Management of Hollis Wealth, a division of Scotia Capital Inc. - WINNER
David Little – Director, Private Client Group, Senior Advisor at Hollis Wealth/Little Wealth Management Group
Ludovic Siouffi – Investment & Insurance Advisor at Canaccord Genuity Wealth Management
Paul Butchard – Financial Consultant/Advisor at Investors Group Financial Services
Rhonda Sherwood – Independent Financial Advisor
David Christianson RFP, CFP, TEP, CIM – Senior Investment Advisor at Christianson Wealth Advisors at National Bank Financial
Sean Baylis – Investment Advisor at RBC Dominion Securities
Sterling Rampel CFP, CLU, TEP – Wealth and Estate Planning Specialist at Future Values Inc.
Kyle Richie – Senior Executive Consultant at Kyle Richie-Investors Group
Debbie E. Hartzman CFP, CLU, CDFA, TEP – Advisor at Professional Investments
The Trsb Award for Advertising Campaign of the Year
The Empire Life Insurance Company - "Emblem" Campaign - WINNER
Dynamic Funds - We are always active
Mackenzie Investments – five star performance
RBC Global Asset Management – ETF Campaign
CIBC Asset Management / Renaissance Investments - Downswings
Sprott Asset Management – IFC - (download Dennis strategy paper )
The Vanguard Group – 3% campaign
Invesco Canada’s PowerShares – Smarter is better campaign
The Vantage Asset Management Award for Best Practice Individual Office (25 Staff or Less)
Ross Allan – Owner, Allan Financial - WINNER
Rona Birenbaum – Financial Planner/Owner at Caring for Clients
Dennis Crawford – Senior Financial Advisor at Crawford Financial Services Corp / Desjardins Financial Security Independent Network
Trudy Butt – Executive Financial Consultant at Trudy Butt & Associates Private Wealth Management
Lance Howard – Financial Advisor at The Lance Howard Group
Diane McCurdy - CEO at McCurdy Financial Planning
Diane McCurdy - CEO at McCurdy Financial Planning
Rob McClelland, RFP, CFP, HBA – Vice President/Founder of The McClelland Financial Group of Assante Capital Management Ltd.
The Nest Wealth Award for Business Development Manager/Wholesaler of the Year
Greg Lagasse – Wholesaler, EdgePoint Wealth Management - WINNER
Craig Koenig – Vice President at CI Investments
Coby Bucci - Vice President, Sales at NEI Investments
Jack Slusarczyk – Wholesaler at Excel Funds Management Inc.
Warren Miles-Pickup – Wholesaler at Sun Life Financial
Alain Desbiens – Vice President, at BMO Global Asset Management - BMO ETF
Philip Douglas – Vice President, Business Development at Horizons Exchange Traded Funds
Mark Bourgeois - District Vice President at Fidelity Investments
The National Bank Financial Award for Community Service Effort of the Year
Robert Redman – Senior Investment Advisor, Holliswealth (a division of Scotia Capital Inc.) - WINNER
Rhonda Sherwood – Independent Financial Advisor
Gerald Perron – Associate Portfolio Manager at BMO Nesbitt Burns
Daniel Frost – Financial Advisor at The Frost Group at Raymond James Ltd.
Jay Nash – Investment Advisor, Portfolio Manager, Senior VP at National Bank Financial
Debra and Tom Wooding – Vice President, Portfolio Manager, Investment Advisor at The Wooding Group, CIBC Wood Gundy
Philanthropy and Sponsorship Team at Sun Life Financial
The Investment Planning Counsel of Canada Award for Digital Innovation & Marketing of the Year
Shannon Lee Simmons – Founder and CEO, New School of Finance - WINNER
Randy Cass – CEO, Founder, Portfolio Manager at Nest Wealth
Desmond Chow – Senior Financial Advisor at ATB Securities Inc.
Patti-Jo Wiese – Marketing Business Strategist at Allan Financial
Peter Katevatis – Senior Investment Advisor at Canaccord Genuity Wealth Management
Tea Nicola – Co-Founder and CEO at Wealth Bar
The Equisoft Award for Fund Provider of the Year
iShares by Blackrock - WINNER
Manulife Investments
Dynamic Funds
Edgepoint Wealth Management
Invesco Canada Ltd
CI Investments
The Canadian Securities Institute Newcomer Advisor of the Year Award
Andrew Oproiu – Financial Advisor, Nour Private Wealth, Manulife Securities - WINNER
Alexander Massouras – Investment Advisor at RBC DS
Reez Sajan – Senior Financial Advisor at CIBC Investor Services Inc.
Sean Mikucki – Associate Wealth Advisor at National Bank Financial
Daniel Frost – Financial Advisor at The Frost Group - Raymond James Ltd.
Francis Vinet – Investment Advisor at National Bank Financial
Justin Lim – Investment Advisor at Echelon Wealth Partners
The Empire Life Award for Outstanding Advisor Insurance Channel of the Year
Jason Pereira – Senior Financial Consultant, Woodgate Financial Inc./IPC Securities Corp. - WINNER
Asher Tward - VP, Estate Planning at Tridelta Financial
Dina Isabel - Financial Security Advisor and Senior Associate Manager at Maia and Associates
James Britton – Financial Advisor at WCBG
Nelson Simoes – President and Certified Financial Planner at WealthSense Financial Group Inc.
Yan Yu – President of Swift Financial Solutions Corp. (subsidiary of Sun Life Financial)
Sterling Rampel CFP, CLU, TEP – Wealth and Estate Planning Specialist at Future Values Inc.
The Nei Investments Award for Responsible Investing
Ryan Colwell – Financial Planner, C&C Planning Group/IPC Investment Corporation - WINNER
Aaron Ruston – Financial Security Advisor at Purposed Financial Corporation
Ross Campbell – Senior Financial Advisor at Assante Capital Management Inc.
Christine Hughes – President and Chief Investment Strategist at Otterwood Capital Management
Stephen Whipp – Managing Director of Responsible Asset Management and Investment advisor at Stephen Whipp Financial, Wolverton Securities Ltd.
The Ishares by Blackrock Award for Portfolio/Discretionary Manager of the Year
Arthur Salzer – CEO, Northland Wealth Management - WINNER
Chad Larson - Senior Vice President, Portfolio Manager at National Bank Financial
Christian Gendron - Portfolio Manager and Financial Planner at Gendron Team and BMO Nesbitt Burns
Kash Pashootan - SVP & Portfolio Manager at First Avenue Advisory of Raymond James Ltd.
Paul Green – Portfolio Manager at Green Private Wealth Counsel
Susyn Wagner - VP, Portfolio Manager at CIBC Wood Gundy
Thane Stenner CIM, FCSI - Director of Wealth Management and Portfolio Manager at StennerZohny Investment Partners+
Francis Sabourin BA, PI - Director, Wealth Management and Portfolio Manager at Richardson GMP
The Cetfa Award for Etf Champion of the Year
Brent Vandermeer – Portfolio Manager, Vandermeer Wealth Management, Holliswealth (a division of Scotia Capital Inc.)- WINNER
Justin Bender - Portfolio Manager at PWL Capital Inc.
Mark Yamada - President & CEO - PUR Investing Inc.
Martin-Charles Plouffe - Portfolio Manager at National Bank Financial
Robert Sewell - Chief Executive Officer at Bellweather Investment Management
The Excel Funds Award for Outstanding Global Advisor of the Year
Francis Sabourin BA, PI - Director, Wealth Management and Portfolio Manager, Richardson GMP - WINNER
Atul Prakash - Financial Guide & Navigator at SHOPP FINANCE
David Esch - Portfolio Manager at National Bank Financial Wealth Management
Dan Noonan - Investment Advisor at Argosy Securities
Frencho Rampersaud - Financial Advisor/Broker at WealthDejavu
Dr Randall Larsen - Senior Finacial Advisor at Assante Wealth Management
The Fundserv Award for Advisor Network/ Broker / Dealer of the Year
Investment Planning Counsel - WINNER
ScotiaMcLeod/Scotia Wealth Management
Mandeville Private Client Inc
HollisWealth
Assante Wealth Management
The Horizons Etfs Award for Young Gun Advisor of the Year
Rosemary Horwood - Vice President, Investment Advisor, Rosemary Horwood Wealth, Richardson GMP - WINNER
Adam Schacter - Financial Advisor at Mandeville Private Client Inc.
Adrian LeRoy - Financial Advisor at The LeRoy Group at Investment Planning Counsel
Christopher LeRoy - Senior Wealth Advisor at Scotia Wealth Management
Elie Nour - Senior Investment Advisor at Nour Private Wealth @ Manulife Securities
Eric Davis - Vice President, Portfolio Manager & Investment Advisor at TD Wealth
Stephen Tate - Financial Planner, President at Tate Financial/Investia Financial Services
The Invesco Canada Lifetime Achievement Award
Doug Macdonald, Macdonald, Shymko & Company Ltd. - RECIPIENT
The Mandeville Private Client Award for Advisor of the Year
William Vastis - Wealth Advisor and Portfolio Manager, RBC Dominion Securities - WINNER
Arthur Salzer – CEO at Northland Wealth Management
Daniel Girard – Investment Advisor at Girard, Pilkey & Associates Wealth Management - CIBC Wood Gundy
Don Emond - Senior Financial Advisor at Assante Wealth Management
Gina Macdonald – Financial Advisor at Macdonald, Shymko & Company Ltd.
Thane Stenner CIM, FCSI - Director, Wealth Management, Portfolio Manager at StennerZohny Investment Partners+
The Radius Financial Education Award for Outstanding Industry Service Provider of the Year
EquiSoft - WINNER
StickyAdvisor
Canadian Securities Institute
Fundserv
Iress Market Technology
Wickware Communications
TRSB (Translation/Localization)
The Sprott Asset Management Award for Best Advisor – Alternative Solutions
Jesse Kaufman CAIA®,CIM®, FCSI®- Vice President, Portfolio Manager, Investment Advisor, The Seidman Kaufman Group, Richardson GMP Ltd. - WINNER
Arthur Salzer – CEO at Northland Wealth Management
Erfan E. Youssef - Investment Advisor at National Bank Financial
Lorne Zeiler, CFA, MBA - VP, Portfolio Manager at TriDelta Investment Counsel
Wenbo Zhang - EMD dealing representative at Pinnacle Wealth Brokers
Chad Larson - Senior Vice President, Portfolio Manager at National Bank Financial
Faisal Karmali and Team - Portfolio Manager at Popowich Karmali Advisory Group, CIBC Wood Gundy
The Vision Systems Award for Engagement, Loyalty and Client Care
Jennifer Black & Janet Baccarani - Financial Planner for Dedicated Financial Solutions, Mandeville Private Client - WINNER
Greg Milley -Director,Private Client Group, Senior Investment Advisor at HollisWealth, Scotia Capital Inc.
Jason Nagel - Director of Advanced Planning at Three60 Wealth & Estate Solutions Inc.
Rod Tyler – President at The Tyler Group
Dora L. So - Peak Investment Services Inc. (Dealer Firm), Toronto First Branch (Dealer Branch Office), iAnchor Group (Personal Insurance Agency)
Julia Chung - Founder, CEO, and Chief Financial Planner at JYC Financial
Chris Lennox CPA, CGA – President at Lennox Financial Group Inc.
Robert Roby - Senior Wealth Advisor at IPC Securities ATT: Family Tree Wealth Management