2017 Winners and Excellence Awardees
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The Invesco Canada Award For Lifetime Achievement
The AGF Award For Engagement, Loyalty and Customer Care
The EquiSoft Award For Fund Provider Of The Year
The Excel Funds Award For Global Advisor Of The Year
The First Trust Award For Young Gun Of The Year
The Fundserv Award Advisor Network/Brokerage Of The Year
The Horizons ETFs Award For ETF Champion Of The Year
The iShares By Blackrock Award For Portfolio/Discretionary Manager Of The Year
The Mandeville Private Client Inc. Award For Advisor Of The Year
The National Bank Financial Award For Philanthropy And Community Service
The Natixis Global Asset Management Award For Advisor Rising Star Of The Year
The NEI Investments Award For Responsible Investing
The Radius Financial Education Award For Service Provider Of The Year
The Sprott Asset Management Award For Best Advisor – Alternative Investments
The TSX Award For Digital Innovation and Marketing
The Award for Advertising Campaign Of The Year
The Award For BDM/Wholesaler Of The Year
The Award For Best Practice Independent Advisor Office – Fewer Than 10 Staff
The Invesco Canada Award For Lifetime Achievement
David Little, Little Wealth Management Group of HollisWealth - Winner
The AGF Award For Engagement, Loyalty and Customer Care
Melanie Gotts - Investment Advisor at BMO Nesbitt Burns - Winner
Chris Lennox - President at Lennox Financial Group Inc.
Danielson Group Wealth Management of Assante Capital Management Ltd.
David Barnsdale - VP and Associate Portfolio Manager at Barnsdale & Hussain Wealth Management Group of RBC Dominion Securities
Julia Chung - Co-Founder and Senior Financial Planner at Spring Financial Planning
Kevin Daley - Senior Vice-President and Investment Advisor at TD Wealth
Rod Tyler - President at The Tyler Group Financial Services
The McClelland Financial Group of Assante Capital Management Ltd.
Troy Busniuk - Financial Advisor at Sun Life Financial
The EquiSoft Award For Fund Provider Of The Year
Franklin Templeton Investments - Winner
AGF Investments Inc.
BMO Global Asset Management
CI Investments
Fidelity Investments
Invesco Canada
Mackenzie Investments
Manulife Investments
RBC Global Asset Management
Sun Life Global Investments
TD Asset Management
The Excel Funds Award For Global Advisor Of The Year
Francis Sabourin - Director and Portfolio Manager at Richardson GMP Ltd. - Winner
David Esch - Portfolio Manager at The David Esch Wealth Management Group of National Bank Financial Wealth Management
Frencho Rampersaud - Financial Advisor and Broker at WealthDejavu
Michael Kuzik - Investment Advisor at RBC Dominion Securities
Raymond Choo - Senior Wealth Advisor at HollisWealth
Stella Ng - Senior Wealth Advisor at Scotia Wealth Management
Walter Flores - Senior Investment Advisor at Scotia Wealth Management
The First Trust Award For Young Gun Of The Year
Millicent Hicks - Wealth Advisor at ScotiaMcLeod of Scotiabank Wealth Management - Winner
Aaron Hector - Vice President and Wealth Advisor at Doherty & Bryant Financial Strategists of T.E. Wealth
Adam Schacter - Financial Advisor at Mandeville Private Client Inc.
Benjamin Waite - Investment Advisor at Your Investment Manager of PEAK Securities Inc.
Cory Garlock - Investment Advisor at TD Wealth Private Investment Advice
George Halkidis - Associate Investment Advisor at Richardson GMP
Jason Pereira - Senior Financial Consultant at Woodgate Financial Inc. at IPC Securities Corporation
Simon Partington - Director, Wealth Management and Portfolio Manager at Richardson GMP Ltd.
Thomas Cook – Principal and Financial Advisor at Affinity Financial Group; Investment Advisor at Affinity Securities/Worldsource Securities Inc.
The Franklin Templeton Investments Award For Best Practice Independent Advisor Office – 10 Staff Or More
Polson Bourbonniere Financial of HollisWealth - Winner
De Thomas Wealth Management
Manulife Securities (Laval Office)
Northland Wealth Management
The McClelland Financial Group of Assante Capital Management Ltd.
The Fundserv Award Advisor Network/Brokerage Of The Year
Mandeville Private Client Inc. - Winner
Canaccord Genuity Wealth Management
CIBC Wood Gundy
HollisWealth
Investment Planning Counsel
Investors Group
Manulife Securities
The Horizons ETFs Award For ETF Champion Of The Year
Dan Bortolotti - Associate Portfolio Manager at PWL Capital - Winner
Benjamin Waite - Investment Advisor at Your Investment Manager of PEAK Securities Inc.
Guy Lalonde and Christian Lamarre - Portfolio Managers at National Bank Financial
Shafik Hirani - Senior Investment Advisor at Aligned Capital Partners Inc.
Tyler Mordy - President and CIO at Forstrong Global Asset Management Inc.
The iShares By Blackrock Award For Portfolio/Discretionary Manager Of The Year
François Tetu - Vice-President and Portfolio Manager at RBC Dominion Securities - Winner
Arthur Salzer - Chief Executive Officer and Chief Investment Officer at Northland Wealth Management
Brian Jones - Vice President, Portfolio Manager, & Investment Advisor at TD Wealth Private Investment Advice
Francis Sabourin - Portfolio Manager at Richardson GMP
Ken MacNeal - Portfolio Manager at Richardson GMP Ltd.
Martin-Charles Plouffe - Portfolio Manager and Wealth Management Advisor at National Bank Financial
Neil McIver - Director, Wealth Management and Portfolio Manager at Richardson GMP Ltd.
Susyn Wagner - Vice-President and Portfolio Manager at CIBC Wood Gundy
Wolfgang Klein - Portfolio Manager, SVP and Senior Investment Advisor at Canaccord Genuity Wealth Management
The Mandeville Private Client Inc. Award For Advisor Of The Year
Mark McNulty - Director at McNulty Group of HollisWealth - Winner
AJ Chase - Associate Portfolio Manager and Senior Wealth Advisor at AJ Chase Financial Group at ScotiaMcLeod
Chad Larson - Senior Vice-President and Portfolio Manager at MLD Wealth Management Group of National Bank Financial
David Babbitt - SVP, Investment Advisor and Portfolio Manager at CIBC Wood Gundy
David Little - Senior Investment Advisor and Director at Little Wealth Management Group of HollisWealth
Elie Nour - Senior Investment Advisor at Nour Private Wealth of Manulife Securities
Kyle Richie - Senior Consultant at Richie Group Wealth Management of Investors Group
William Vastis - Wealth Advisor and Director at The William Vastis Wealth Management Group of RBC Wealth Management
The National Bank Financial Award For Philanthropy And Community Service
Rob Tétrault - Portfolio Manager at Tétrault Wealth Advisory Group of National Bank Financial - Winner
Aaron Ruston - Financial Advisor at Purposed Financial
Drew Abbott - Senior Vice-President at TD Wealth
MLD Wealth Management Group of National Bank Financial
Nadeem Ibrahim - Advisor at Educators Financial Group
Renee Rebelo - President at Life Coach Financial Strategies
Sean Baylis - Associate Portfolio Manager at RBC Dominion Securities
The Natixis Global Asset Management Award For Advisor Rising Star Of The Year
Rosemary Horwood - Vice President and Investment Advisor at Rosemary Horwood Wealth of Richardson GMP Limited - Winner
Rosemary Horwood - Vice President and Investment Advisor at Rosemary Horwood Wealth of Richardson GMP Limited - Winner
Andrew Oproiu - Financial Advisor at Manulife Securities Inc.
Lakshmi Pillai - Investment Advisor at Manulife Securities Inc.
Sean Mikucki - Associate Wealth Advisor at National Bank Financial
Victor Kuntzevitsky - Senior Associate at Northland Wealth Management
The NEI Investments Award For Responsible Investing
Ross Campbell - Senior Financial Planning Advisor at Assante Capital Management - Winner
Alicja Brown - Investment Advisor at Remy Brown Investment Group of CIBC Wood Gundy
Aaron Ruston - Financial Advisor at Purposed Financial
Ryan Colwell - Certified Financial Planner at IPC Investment Corporation
Stephen Whipp - Investment Advisor at Stephen Whipp Financial of Leede Jones Gable Inc.
The Radius Financial Education Award For Service Provider Of The Year
FundServ - Winner
Advicent
Advisor Websites
Blue ID
Broadridge Financial Solutions
Canadian Securities Institute
EquiSoft
Foran Financial Institute
Kronos Technologies
Maximizer CRM Wealth Manager
NexJ Systems Inc.
Qtrade Financial Group
Sticky Advisor
The Sprott Asset Management Award For Best Advisor – Alternative Investments
Jesse Kaufman - VP, Portfolio Manager and Investment Advisor at The Seidman Kaufman Group of Richardson GMP Ltd. - Winner
Arthur Salzer - Chief Executive Officer and Chief Investment Officer at Northland Wealth Management
Davis Zhang - Vice-President, Asian Division at Pinnacle Wealth Brokers
Eric Roy - Dealing Representative at Pinnacle Wealth Brokers
Ida Khajadourian - Director, Wealth Management and Portfolio Manager at Richardson GMP Ltd.
Kevin Algajer - Investment Advisor at BMO Nesbitt Burns
Kevin Haakensen - Portfolio Manager at Prairie Wealth Management of HollisWealth
The TSX Award For Digital Innovation and Marketing
Great-West Life, "HelloLife" Program - Winner
BMO Global Asset Management, "BMO Canadian ETF Dashboard"
Dan Bortolotti, "Canadian Couch Potato"
Dan Bortolotti, "Canadian Couch Potato"
New School of Finance
Provisus Wealth Management, "Transcend" Program
Sun Life Global Investments
The Award for Advertising Campaign Of The Year
Mackenzie Investments, "Innovation Matters" - Winner
Fidelity Investments, "Meet Will Danoff"
iA Clarington Investments Inc., "Overcome Income Inertia"
Invesco Canada, "Do you have access?"
RBC Global Asset Management, "Why Choose?"
Sprott Assest Management, "Bonds Are Broken"
Vanguard Investments Canada Inc., "We're In It Together"
The Award For BDM/Wholesaler Of The Year
Zachary Sikorski - Director, Wealth Sales at Sun Life Financial - Winner
Alain Desbiens - Vice-President, BMO ETFs at BMO Global Asset Management
Darren Gazdag - Senior Vice-President, Institutional Sales at Excel Funds Management Inc.
Harry Cheung - Vice-President, Business Development at Dynamic Funds
Jeff Gibbons - Regional Vice-President, Sales at Invesco Canada
Philip Douglas - Vice-President, Business Development at Horizons ETFs Management
Warren Miles-Pickup - Director, Wealth Distribution at Sun Life Financial
The Award For Best Practice Independent Advisor Office – Fewer Than 10 Staff
Caring For Clients - Winner
Danielson Group Wealth Management of Assante Wealth Management
Family Tree Wealth Management of IPC Securities Corporation
The Lance Howard Group of IPC Investment Corporation
Little Wealth Management Group of HollisWealth
Lysnes Magreehan Wealth Management of Canaccord Genuity Wealth Management
Richie Group Private Wealth Management of Investors Group
Tina Tehranchian Team of Assante Capital Management Ltd.
Western Canadian Brokerage Group
The Award For Multi-Service Advisor Of The Year
Janet Baccarani and Jennifer Black - Private Wealth Manager and Portfolio Manager at DFS Private Wealth - Winner
Andrew Ellis - Financial Advisor at Raymond James Ltd.
Duane Francis - Portfolio Manager and Senior Financial Advisor at Mandeville Private Client Inc.
Frank Danielson - Financial Planner at Danielson Group Wealth Management of Assante Capital Management Ltd.
Gina Macdonald - Fee-Only Financial Planner & Portfolio Manager at Macdonald Shymko & Company Ltd.
James Britton - Financial Advisor at Western Canadian Brokerage Group
Jason Nagel - Owner and Director of Advanced Planning at Three60 Wealth & Estate Solutions
Lyle Rouleau - First Vice-President, Portfolio Manager at Rouleau Investment Group of CIBC Wood Gundy