2016 Winners and Excellence Awardees

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

Excellence Awardees

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

Excellence Awardees

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

Excellence Awardees

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

Excellence Awardees

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

Excellence Awardees

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

Excellence Awardees

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

Excellence Awardees

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

Excellence Awardees

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

Excellence Awardees

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

Excellence Awardees

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

Excellence Awardees

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

Excellence Awardees

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

Excellence Awardees

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

Excellence Awardees

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

Excellence Awardees

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

Excellence Awardees

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

Excellence Awardees

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

Excellence Awardees

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

Excellence Awardees

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

2016
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