Award Categories

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LIFETIME ACHIEVEMENT IN THE FINANCIAL PLANNING INDUSTRY

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BDM/WHOLESALER OF THE YEAR

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EXCELLENCE AWARDEES

Clarke Haynes – Canada Life
Elizabeth Dykes – Bridgehouse Asset Management
Emily Newman – Avenue Living Asset Management
Krista Hicks – Horizons ETFS
Patrick Graham – Franklin Templeton
Philip Douglas – Harvest ETFs
Reed Pettinger – Mackenzie Investments
Ryan Cipolla – Sun Life Global Investments
Sara Dowlatshahi – Dynamic Funds

CEO OF THE YEAR

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EXCELLENCE AWARDEES

Bill Packham – Aviso Wealth
Dan Daviau – Canaccord Genuity Wealth Management
David Gunn – Edward Jones Canada
Kathy Bock – The Vanguard Group
Kevin Gopaul – BMO Global Asset Management
Kurt MacAlpine – CI Global Asset Management
Michael Kovacs – Harvest ETFs
Michael Lee-Chin – Mandeville Private Client
Som Seif – Purpose Financial
Steve Hawkins – Horizons ETFs

DIGITAL INNOVATOR OF THE YEAR

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EXCELLENCE AWARDEES

Harbourfront Wealth Management
TWM Group (iA Private Wealth)
Wellington-Altus Private Wealth
Woodgate Financial

EMPLOYER OF CHOICE

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EXCELLENCE AWARDEES

Harbourfront Wealth Management
IA Clarington
Mackenzie Investments
Nicola Wealth
Sun Life Financial
Wellington-Altus Private Wealth

ETF CHAMPION OF THE YEAR

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EXCELLENCE AWARDEES

Bruce Cooper – TD Asset Management
Kevin Prins – BMO Global Asset Management
Lisa Langley – Emerge Canada
Mark Noble – Horizons ETFs
Mary Hagerman – The Mary Hagerman Group at Raymond James
Michael Cooke – Mackenzie Investments
Som Seif – Purpose Financial
Tyler Mordy – Forstrong Global Asset Management

FUND PROVIDER OF THE YEAR

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EXCELLENCE AWARDEES

3iQ Corp.
AGF Management
BMO Global Asset Management
CI Global Asset Management
Dynamic Funds
Evolve ETFs
Fidelity Investments
Mackenzie Investments
Purpose Investments
Sun Life Global Investments
TD Asset Management

THE ADVOCIS AWARD FOR YOUNG ACHIEVER OF THE YEAR

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EXCELLENCE AWARDEES

Adam Pukalo – PI Financial Corp.
Adam Schacter – Capital Wealth Partners (Mandeville Private Client)
Darius Muica – Nour Private Wealth
Jennifer Schmid – Doherty & Bryant Financial Strategists (CWB Wealth Management)
John Iaconetti – The McClelland Financial Group of Assante Capital Management
Kalee Boisvert – Kalee Boisvert Financial Services (Raymond James)
Ladan Shokrgozar – Harbourfront Wealth Management
Lubaba Rukhsana – T.E. Wealth (CWB Wealth Management)
Oliver Yoon – Purpose Advisor Solutions
Steven Furtado – Zagari + Simpson (Mandeville Private Client Inc.)

THE AGF AWARD FOR ENGAGEMENT, LOYALTY & CLIENT CARE

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EXCELLENCE AWARDEES

Britton Wealth Management and Planning Consultants
Carte Wealth Management Inc.
Enhanced Wealth Management (Wellington-Altus Private Wealth)
Flagstone Financial Group (iA Private Wealth)
Little Wealth Management Group (iA Private Wealth)
Sager Financial Group, Canaccord Genuity Wealth Management
The Martin Advisory Group
The RaeLipskie Partnership
Zagari+Simpson (Mandeville Private Client)

THE AVENUE LIVING ASSET MANAGEMENT AWARD FOR PORTFOLIO/DISCRETIONARY MANAGER OF THE YEAR

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EXCELLENCE AWARDEES

Arthur Salzer – Northland Wealth Management
Colin Ryan – Wellington-Altus Private Wealth
Francis Sabourin – Richardson Wealth
James Gauthier – JustWealth
John (Jay) D. Nash – Nash Family Wealth Management (National Bank Financial)
Kevin Haakensen – PWM Private Wealth Counsel (iA Private Wealth)
Marc Dalpé – DalpéMilette Team | Richardson Wealth
Martin Pelletier – Wellington-Altus Private Counsel
Mary Hagerman – The Mary Hagerman Group at Raymond James
Stéphane Massé – National Bank Financial Wealth Management
Susyn Wagner – Wagner Investment Team, CIBC Wood Gundy

THE CI GLOBAL ASSET MANAGEMENT AWARD FOR MULTI-SERVICE ADVISORY TEAM OF THE YEAR

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EXCELLENCE AWARDEES

Allen Private Wealth Group (iA Private Wealth)
Caring for Clients
Longevity Achieved
Polson Bourbonniere Derby Wealth Management (iA Private Wealth)
RT Mosaic Wealth Management
The McClelland Financial Group of Assante Capital Management
The Racine-Marcotte Advisory Group at RBC Wealth Management Dominion Securities
Woodgate Financial
Zagari+Simpson (Mandeville Private Client)

THE CMI MORTGAGE INVESTMENTS AWARD FOR ADVISORY TEAM OF THE YEAR (FEWER THAN 10 STAFF)

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EXCELLENCE AWARDEES

Britton Wealth Management and Planning Consultants
Britton Wealth Management and Planning Consultants
Caring for Clients
Dekker Hewett Group, Canaccord Genuity Wealth Management
Endeavour Wealth Management (iA Private Wealth)
Endeavour Wealth Management (iA Private Wealth)
Insightful Wealth Group – Manulife Securities Incorporated
Tetrault Wealth Advisory Group, Canaccord Genuity Wealth Management
The Waterfront Group at Wellington Altus

THE EDWARD JONES AWARD FOR EXCELLENCE IN PHILANTHROPY AND COMMUNITY SERVICE

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EXCELLENCE AWARDEES

Joshua Lane – Kaspardlov & Associates
An-Lap Vo-Dignard – The Vo-Dignard Provost Group (« VP » Group)
David Little – Little Wealth Management (iA Private Wealth)
Gianni Crivello – TD Private Investment Advice
John Nicola – Nicola Wealth
Jonathan Ross – Richardson Wealth
Mark Henry Chau – TD Private Investment Advice
Marvin J. Schmidt – The Schmidt Investment Group, CIBC Private Wealth
Michelle Hastick-Cowell – Mandeville Private Client Group
Sheron Lau – Research Capital Corp
Tina Tehranchian – Assante Capital Management

THE EQUITABLE BANK AWARD FOR MULTI-OFFICE ADVISOR NETWORK/BROKERAGE OF THE YEAR

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EXCELLENCE AWARDEES

Canaccord Genuity Wealth Management
CIBC Wood Gundy
CIBC Wood Gundy
IA Private Wealth
Mandeville Private Client
Nour Private Wealth
RBC Wealth Management Dominion Securities
Wellington-Altus Private Wealth

THE FRANKLIN TEMPLETON AWARD FOR ADVISORY TEAM OF THE YEAR (10 STAFF OR MORE)

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EXCELLENCE AWARDEES

Alterna Wealth
Brassard Goulet Yargeau, Services financiers intégrés (iA Private Wealth)
Hemmett Anseeuw & Associates – Harbourfront Wealth Management
Lawton Partners Wealth Management
Nour Private Wealth
Popowich Karmali Advisory Group (CIBC Wood Gundy)
PWM Private Wealth Counsel (iA Private Wealth)
The McClelland Financial Group of Assante Capital Management

THE HARVEST PORTFOLIOS AWARD FOR FEMALE TRAILBLAZER OF THE YEAR

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EXCELLENCE AWARDEES

Erin Roy – Edward Jones
Jennifer Tozser – Tozser Wealth Management at National Bank Financial
Julia Chung – Spring Planning
Julie Shipley-Strickland – Julie Shipley-Strickland Wealth & Risk Management (Wellington-Altus Private Wealth)
Kathy Sager – Canaccord Genuity Wealth Management
Laurie Bonten – Wellington-Altus Private Wealth
Marie-Hélène Lapalme – iA Private Wealth
Nicole Deters – Harbourfront Wealth Management
Ruth Ashton – Polson Bourbonniere Derby Wealth Management (iA Private Wealth)
Tina Tehranchian – Assante Capital Management

THE ICM ASSET MANAGEMENT AWARD FOR ADVISOR OF THE YEAR – ALTERNATIVE INVESTMENTS

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EXCELLENCE AWARDEES

Arthur Salzer – Northland Wealth Management
Carolyn Seaforth – Pinnacle Wealth Brokers
Darcie Crowe – Canaccord Genuity Wealth Management
Gloria Malek – The Malek Group (TD Wealth Private Investment Advice)
Ida Khajadourian – Richardson Wealth
Klint Rodgers – Axcess Capital Advisors
Leo Shekhter – Shekhter Financial – Aligned Capital Partners
Michael Hayhoe – Mandeville Private Client Inc. – Hayhoe Team
Rory O’Connor – Richardson Wealth
Travis Forman – Harbourfront Wealth Management

THE IFSE INSTITUTE AWARD FOR FINANCIAL LITERACY CHAMPION

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EXCELLENCE AWARDEES

Heather Holjevac – Holjevac Financial Group
Jackie Porter – Carte Wealth Management (Team Jackie Porter)
Jason Hunt – Alterna Wealth
Luc Girard – Desjardins
Matthew Ablakan – Millennial’s Choice
Njideka Harris-Eze – T.E.Wealth (CWB Wealth Management)
Robyn K Thompson – Castlemark Wealth Management
Sonia LeRoy – LeRoy Wealth Management Group (IPC Securities)
Tracey Bissett – Bissett Financial Fitness
Tracey Lundell – Sea Glass Wealth Advisory – Harbourfront Wealth Management

THE MANDEVILLE PRIVATE CLIENT AWARD FOR CANADIAN ADVISOR OF THE YEAR

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EXCELLENCE AWARDEES

Chad Larson – MLD Wealth Management Group, Canaccord Genuity Wealth Management
Christine LaLiberte – Insightful Wealth Group / Manulife Securities Incorporated
Elie Nour – Nour Private Wealth
Faisal Karmali – Popowich Karmali Advisory Group (CIBC Wood Gundy)
Ida Khajadourian – Richardson Wealth Limited
Jamie Suprun – Suprun Wealth Management (iA Private Wealth)
Jason Polsinelli – Polsinelli Financial Advisory Group
Michael Comeau – Edward Jones
Richard Rampersad – Manulife Securities
Rob Tetrault – Tetrault Wealth Advisory Group, Canaccord Genuity Wealth Management
Todd Degelman – Wellington-Altus Private Wealth

THE NEI INVESTMENTS AWARD FOR ADVISOR OF THE YEAR – RESPONSIBLE INVESTMENTS

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EXCELLENCE AWARDEES

Cory Sheehan – Edward Jones
Francis Sabourin – Richardson Wealth
François Guy – CIBC Wood Gundy
Hussain Ahmad – Mandeville Private Client Inc, and Zagari + Simpson
Lyne Larochelle – Investia Financial Services
Sébastien St-Hilaire – Desjardins Securities
Shane Borthwick – Investia Financial Services
Sonia LeRoy – LeRoy Wealth Management Group (IPC Securities)
Sue May Talbot – Genus Capital Management
Tim Nash – Good Investing

THE NOUR PRIVATE WEALTH AWARD FOR RISING STAR ADVISOR OF THE YEAR

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EXCELLENCE AWARDEES

Christopher Matugas – Connect First Private Wealth
Cody Gordon – Verus Financial at National Bank Financial Wealth Management
Deanna Beaudoin – Edward Jones
Felix Zhang – Edward Jones
George Ripoll – BMO Private Wealth
Janet Dawes – Green Private Wealth – Harbourfront Wealth Management
Jessica Keus – Wellington-Altus Private Wealth
Nicky Correa – CorrWealth Management Inc
Pradip Bhattacharya – Edward Jones
Robert Kazan – Alterna Wealth

THE TMX GROUP AWARD FOR BEST ACTIVE MANAGER – EXCHANGE-TRADED DERIVATIVES

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EXCELLENCE AWARDEES

Avin Mehra – CIBC Wood Gundy
Greg Flower – Red Barn Investment Counsel
Ian Po – RBC Dominion Securities
Idrees Baksh – Larente Baksh & Associates (TD Wealth Private Investment Advice)
Martin Gendron – Desjardins Gestion de Patrimoine

THE WP READERS’ CHOICE AWARD FOR SERVICE PROVIDER OF THE YEAR

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EXCELLENCE AWARDEES

Advocis
Advocis
Asset Vantage
Broadridge Financial Services
Croesus Finansoft
Equisoft
Portfolio Aid Inc. (PortfolioAid)
TSX NAVex platform