2019 Winners and Excellence Awardees
Winners were revealed at the awards gala on Thursday, May 30 at The Liberty Grand Toronto. Get to know the winners in the commemorative feature on Wealth Professional magazine 7.06. You can access the digital version here.
We would like to thank the Wealth Professional community of readers and subscribers and our fantastic sponsors. Your support in the pursuit of excellence continues to make this event a huge yearly success. Those who wish to participate in the next Wealth Professional Awards are urged to sign up for our newsletter for updates or contact our dedicated events team at [email protected].
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The AGF Award for Engagement, Loyalty & Client Care
The BlackRock Award for Portfolio/Discretionary Manager of the Year
The CI Investments Award for Advisory Team of the Year (Fewer than 10 Staff)
The CI Investments Award for Multi-Service Advisory Team of the Year
The Equisoft Award for Fund Provider of the Year
The Equitable Bank Award for Multi-Office Advisor Network/Brokerage of the Year
The First Trust Award for Young Gun of the Year
The Franklin Templeton Investments Award for Advisory Team of the Year (10 Staff or More)
The ICM Asset Management Award for Advisor of the Year – Alternative Investments
The IFSE Institute Award for Financial Literacy Champion
The Mackenzie Investments Award for Female Trailblazer of the Year
The Mandeville Private Client Inc. Award for Canadian Advisor of the Year
The NEI Investments Award for Advisor of the Year – Responsible Investments
The Nour Private Wealth Award for Rising Star Advisor of the Year
The Sun Life Global Investments Award for Global Advisor of the Year
The TMX Group Award for Best Active Manager – Exchange-Traded Derivatives
The WP Magazine Readers’ Choice Award for Advertising Campaign of the Year
The Radius Financial Education Award for Industry Service Provider of the Year
Excellence in Philanthropy & Community Service
The Invesco Canada Award for Lifetime Achievement in the Industry
The AGF Award for Engagement, Loyalty & Client Care
The McClelland Financial Group (Assante Capital Management) - WINNER
Bonten Wealth Management (Wellington-Altus Private Wealth)
CIC Financial Group
Coleman Wealth (Raymond James)
Cresco Advisory Group (Scotia Wealth Management, ScotiaMcLeod)
Cresco Advisory Group (Scotia Wealth Management, ScotiaMcLeod)
PWM Private Wealth Counsel (HollisWealth)
Spring Planning Inc
Spring Planning Inc
The BlackRock Award for Portfolio/Discretionary Manager of the Year
The BlackRock Award for Portfolio/Discretionary Manager of the Year
Chris Rawles - RT Mosaic Wealth Management
Francis Sabourin - Richardson GMP
George Halkidis - Richardson GMP
James Gauthier - Justwealth
Jeet Dhillon - TD Wealth Private Investment Counsel
John (Jay) D. Nash - Nash Family Wealth Management (National Bank Financial)
Martin Pelletier - TriVest Wealth Counsel Ltd.
Susyn Wagner - CIBC Wood Gundy
Vincent Tonietto - Fiduciary Trust Canada
The CI Investments Award for Advisory Team of the Year (Fewer than 10 Staff)
Kaspardlov & Associates (Manulife Securities) - WINNER
Caring for Clients
True North Financial Services (Sun Life Financial)
Colin Ryan Wealth Management Group (BMO Nesbitt Burns)
CWP Financial Services Inc. (Sun Life Financial)
MLD Wealth Management Group (Canaccord Genuity Wealth Management)
Popescu Ashton Group (Harbourfront Wealth Management)
Richie Group (IG Private Wealth)
Rouleau Investment Group (CIBC Wood Gundy)
Shinder Tremblay Group (Echelon Wealth Partners)
WCBG Wealth Management and Planning Consultants Inc.
The CI Investments Award for Multi-Service Advisory Team of the Year
Luft Financial (HollisWealth) - WINNER
CIC Financial Group
Cresco Advisory Group (Scotia Wealth Management, ScotiaMcLeod)
Popowich Karmali Advisory Group (CIBC Wood Gundy)
RT Mosaic Wealth Management
Shinder Tremblay Group (Echelon Wealth Partners)
Sunny Shergill Team (CIBC Imperial Service)
Woodgate Financial Inc.
Zagari, Simpson & Associates (PEAK Financial Group)
The Equisoft Award for Fund Provider of the Year
Mackenzie Investments - WINNER
AGF Management Limited
BMO Global Asset Management
CI Investments
Dynamic Funds
Evolve ETFs
Fidelity Investments
Horizons ETFs
Invesco Canada
Purpose Investments
The Equitable Bank Award for Multi-Office Advisor Network/Brokerage of the Year
The Equitable Bank Award for Multi-Office Advisor Network/Brokerage of the Year
Assante Wealth Management
Canaccord Genuity Wealth Management
Edward Jones
Mandeville Private Client Inc.
Manulife Securities
Raymond James
The First Trust Award for Young Gun of the Year
Emily Ben-Haim - Gluskin Sheff - WINNER
Adam Schacter - Mandeville Private Client
Alexander Naish - TD Wealth
Andrew Feindel - Richie Group (IG Private Wealth)
Cameron Hudson - National Bank Financial Wealth Management
Darius Muica - Nour Private Wealth
Devin Cattelan - Cattelan Private Wealth Counsel (HollisWealth)
Filomena May - Raymond James
Joshua Bacchus - Canfin Financial Group
Karl Nour - Nour Private Wealth
Victor Kuntzevitsky - Northland Wealth Management
The Franklin Templeton Investments Award for Advisory Team of the Year (10 Staff or More)
The Franklin Templeton Investments Award for Advisory Team of the Year (10 Staff or More)
Allen Private Wealth Group (HollisWealth)
Nicola Wealth Management
Northland Wealth Management
Nour Private Wealth
Polson Bourbonniere Derby Wealth Management (HollisWealth)
Popowich Karmali Advisory Group (CIBC Wood Gundy)
RGF Integrated Wealth Management
White LeBlanc Wealth Planners (HollisWealth)
Zagari, Simpson & Associates (PEAK Financial Group)
The ICM Asset Management Award for Advisor of the Year – Alternative Investments
Arthur C. Salzer - Northland Wealth Management - WINNER
Bart Hunter - The Hunter Financial Group (Scotia Wealth Management)
David Little - Little Wealth Management Group; Retirement Income Planners of Canada Inc. (RIPOC)
George Halkidis - The James Dennis Group (Richardson GMP)
Guido Camaiani - Mandeville Private Client
Jamie Suprun - Suprun Wealth Management
Kevin Haakensen - PWM Private Wealth Counsel (HollisWealth)
Mark Winson - Wise Riddell Financial Group
Neville Joanes - WealthBar
Paul Tyers - Portfolio Stewards
Travis Forman - Harbourfront Wealth Management Inc; Willoughby Asset Management
The IFSE Institute Award for Financial Literacy Champion
Elizabeth Naumovski - Caldwell Securities - WINNER
Alphil Guilaran - Financial Literacy Counsel Inc.
Blake Griffith - Griffith & Associates Financial & Estate Planning Ltd
Carl Spiess - Scotia Wealth Management
Dave Arabi Boushehri - World Financial Group
Heather Holjevac - TriDelta Financial Partners
James Campbell - IIS Insurance and Risk Strategies
Joseph Bakish - Bakish Wealth (Richardson GMP)
Rod Burylo - RN Croft Financial Group
Seema Sharma - Wealth & Estate Financial Canada Inc
Stephanie Vincec - Ten Toonies Financial Literacy for Kids
The Mackenzie Investments Award for Female Trailblazer of the Year
Jackie Porter - Carte Wealth Management Inc. - WINNER
Diane Nash - Nash Family Wealth Management (National Bank Financial)
Jennifer Snyder - Harbourfront Wealth Management
Julia Chung - Spring Planning Inc.
Laurie Bonten - Wellington-Altus Private Wealth
Leony deGraaf - deGraaf Financial Strategies
Rona Birenbaum - Caring for Clients
Shannon Lee Simmons - The New School of Finance
Silvana Rizzo - Rothenberg Capital Management
Susan Latremoille - The Latremoille Group (Richardson GMP)
Tammy Cash - Horizons ETFs Management
Wanda Butler - Freedom 55 Financial
The Mandeville Private Client Inc. Award for Canadian Advisor of the Year
Alexandra Horwood - Alexandra Horwood & Partners (Richardson GMP) - WINNER
Cory Garlock - TD Wealth Private Investment Advice
Elie Nour - Nour Private Wealth
Faisal Karmali - Popowich Karmali Advisory Group (CIBC Wood Gundy)
Jamie Suprun - Suprun Wealth Management (HollisWealth)
Jason De Thomasis - De Thomas Wealth Management
Kyle Richie - Richie Group (IG Private Wealth)
Nader Hamid - Total Wealth Management Group
Rob McClelland - The McClelland Financial Group (Assante Capital Management)
Sean Mackenzie - National Bank Financial Wealth Management
Thierry Tremblay - Shinder Tremblay Group (Echelon Wealth Partners)
Todd Degelman - Wellington-Altus Private Wealth
Wes Ashton - Harbourfront Wealth Management
The NEI Investments Award for Advisor of the Year – Responsible Investments
Michael Silicz - The Silicz Birdsall Advisory Group (National Bank Financial) - WINNER
David Angas - Raymond James
Laurie Stephenson - Starboard Wealth Planners
Laurie Stephenson - Starboard Wealth Planners
Stephen Whipp - Leede Jones Gable
Thalia Kingsford - Kingsford and Associates (BMO Nesbitt Burns)
Wolfgang Klein - Canaccord Genuity Wealth Management
The Nour Private Wealth Award for Rising Star Advisor of the Year
Sajjad Hussain - Allen Private Wealth Group (HollisWealth) - WINNER
Charlotte Paul - Perspective Wealth Management (Raymond James)
Erika Friesen - Gluskin Sheff & Associates
Ghinel Bozek - Richardson GMP Ltd
Jeff Letchford - Mandeville Private Client
Kaif Lalani - National Bank Financial Wealth Management
Stephanie Schneider - Schneider Financial Group (National Bank Financial)
Steven Furtado - Peak Financial Group
The Sun Life Global Investments Award for Global Advisor of the Year
Francis Sabourin - Richardson GMP - WINNER
Charlotte Ma - Brant Securities
David Esch - National Bank Financial
Himalaya Jain - The Rosedale Group (Scotia Wealth Management)
Leslie G. Cliff - Genus Capital Management
The TMX Group Award for Best Active Manager – Exchange-Traded Derivatives
Avin Mehra - Mehra Wealth Management (CIBC Wood Gundy) - WINNER
Greg Flower - Leede Jones Gable
Idrees Baksh - TD Wealth Private Investment Advice
Jillian Bryan - TD Wealth Private Investment Advice
Peter Volpe - IC Wealth Management (ScotiaMcLeod)
The WP Magazine Readers’ Choice Award for Advertising Campaign of the Year
Dynamic Funds - "Active Alternatives Campaign” - WINNER
AGF Management Limited - “AGFiQ Momentum”
Fidelity Investments - “Great Minds Think Differently”
Harvest ETFs - “Income Happens here.”
Horizons ETFs - “Invest in Innovation”
iA Clarington Investments - "Go Beyond Campaign"
Mackenzie Investments - “ETF Portfolios & Balanced Funds”
The Radius Financial Education Award for Industry Service Provider of the Year
Equisoft - WINNER
Advicent
Advisor Websites
Aequitas NEO Exchange
Broadridge Financial Solutions
Croesus Finansoft
Fundserv
Maximizer Services Inc.
Sticky Advisor
Univeris
Wealth Dynamix
Wealthsimple
BDM/Wholesaler of the Year
Nathan Amor - Sun Life Global Investments - WINNER
Brad MacAulay - Ninepoint Partners
Chantal McNeily - Sun Life Global Investments
Charlie Stratton - Mackenzie Investments
David Bear - Natixis Investment Managers
David Clarke - BMO Global Asset Management
Jennifer Boros - Natixis Investment Managers
John Teskey - Forstrong Global Asset Management
Philip Douglas - Horizons ETFs Management
Tamar Kirakossian - iA Clarington Investments
CEO of the Year
Karen Adams - Fundserv - WINNER
Barry McInerney - Mackenzie Investments
Blake Goldring - AGF Management Limited
Daniel Daviau - Canaccord Genuity Group Inc.
Darcy Hulston - Canoe Financial
Glen Gowland - Dynamic Funds
John Nicola - Nicola Wealth Management
Michael Katchen - Wealthsimple
Peter W. Anderson - CI Financial
Steve Hawkins - Horizons ETFs Management
Tea Nicola - Wealthbar
Digital Innovator of the Year
Tetrault Wealth Advisory Group (Canaccord Genuity Wealth Management) - WINNER
Mandeville Private Client Inc.
Monarch Wealth Corporation
Peter Watson Investments
Provisus Wealth Management/NEO Connect
Sun Life Global Investments
Employer of Choice
Canoe Financial - WINNER
AGF Management Limited
Canaccord Genuity Wealth Management
IG Wealth Management
Invesco Canada
Manulife Securities
TD Asset Management
ETF Champion of the Year
Mary Hagerman - Desjardins Wealth Management - WINNER
Alfred Lee - BMO Asset Management Inc.
Atsuko (Annie) Hiraoka - Cougar Global Investments
Ken MacNeal - Richardson GMP
Ken MacNeal - Richardson GMP
Ken MacNeal - Richardson GMP
Michael Cooke - Mackenzie Investments
Neville Joanes - WealthBar
Pat Dunwoody - Canadian ETF Association
Tyler Mordy - Forstrong Global Asset Management Inc.
Wolfgang Klein - Canaccord Genuity Wealth Management
Excellence in Philanthropy & Community Service
Sonia LeRoy - LeRoy Wealth Management Group (IPC Securities) - WINNER
Aaron Ruston - Purposed Financial
Milestone Asset Management
Sonny Goldstein - Goldstein Financial Investments Inc.
Stransky & Associates (IG Private Wealth Management)
Susan O'Brien - BMO Nesbitt Burns
Tracey McGrath - Richardson GMP
Yasmin Kanji - Echelon Wealth Partners
ZLC Financial
The Invesco Canada Award for Lifetime Achievement in the Industry
Charlie Spiring - Wellington-Altus Private Wealth - WINNER