2022 Winners and Excellence Awardees
Quick links
Alternative Investment Solutions Provider of the Year
Mutual Fund Provider of the Year
The Advocis Award for Young Achiever of the Year
The Avenue Living Asset Management Award for Portfolio/Discretionary Manager of the Year
The CI Global Asset Management Award for Holistic Advisory Team of the Year
The CWB Maxium Financial Award for Employer of Choice
The Edward Jones Award for Excellence in Philanthropy and Community Service
The Equitable Bank Award for Multi-Office Advisor Network/Brokerage of the Year
The Equiton Award for Canadian Advisor of the Year
The Franklin Templeton Award for Advisory Team of the Year (10 Staff or More)
The Harbourfront Wealth Management Award for Lifetime Achievement in the Financial Planning Industry
The Harvest ETFs Award for Female Trailblazer of the Year
The ICM Asset Management Award for Advisor of the Year – Alternative Investments
The IFSE Institute Award for Financial Literacy Champion
The Mako Financial Technologies Award for Most Innovative Use of WealthTech
The Nour Private Wealth Award for Rising Star Advisor of the Year
The Sun Life Global Investments Award for Advisor of the Year – Responsible Investments
The W.A. Robinson Asset Management Award for Advisory Team of the Year (Under 10 Staff)
Alternative Investment Solutions Provider of the Year
Centurion Asset Management Inc.
AGF Management
Avenue Living Asset Management
Dynamic Funds
Equiton
HomeEquity Bank
Ninepoint Partners
Trez Capital
W.A. Robinson Asset Management Ltd.
BDM/Wholesaler of the Year
Patrick Graham - Franklin Templeton
Adam Abitbol - BMO Global Asset Management
Coby Bucci - NEI Investments
Daniel Oura - AGF Investments
Emily Newman - Wealhouse Capital Management
Mark Cohn - Value Partners
Meg Christopherson - Purpose Investments
Michael Begg - National Bank Investments
Philip Douglas - Blue Owl Capital
Ryan Cipolla - Sun Life Global Investments
Sara Dowlatshahi - Dynamic Funds
Tajammul Pannun - Canada Life
CEO of the Year
Steve Hawkins - Horizons ETFs
Bill Packham - Aviso Wealth
Damon Murchison - IG Wealth Management
Greg Pollock - Advocis
Greg Romundt - Centurion Asset Management Inc.
Jennifer Hodgson - Raymond James Trust Canada
Kevin Gopaul - BMO Global Asset Management
Kurt MacAlpine - CI Global Asset Management
Lisa Langley - Emerge Canada
Michael Lee-Chin - Mandeville Private Client
Ursula Holmsten - ATB Wealth
ETF Innovator of the Year
Jasmit Bhandal - Horizons ETFs
Caitlin Ebanks - BlackRock Asset Management Canada Limited
Darnel Miller - Vanguard Canada
Kevin Gopaul - BMO Global Asset Management
Mark Noble - Horizons ETFs
Michael Kovacs - Harvest ETFs
Prerna Mathews - Mackenzie Investments
Raj Lala - Evolve ETFs
Som Seif - Purpose Investments
ETF Provider of the Year
Harvest ETFs
CI Global Asset Management
Dynamic Funds
Evolve ETFs
Horizons ETFs
Mackenzie Investments
Purpose Investments
Mutual Fund Provider of the Year
Franklin Templeton
AGF Management
CI Global Asset Management
Mackenzie Investments
NCM Investments
Sun Life Global Investments
The Advocis Award for Young Achiever of the Year
Kristen Zubko - Edward Jones
Carla Black - Investment Planning Counsel
Evelyn Yung - Nicola Wealth
Hwan Young Kim - Edward Jones
Jas Sandhu - Manulife Securities Inc. and Blackwater Advisors
Joseph Alfie - Myriad Private Wealth - iA Private Wealth
Kate Murdoch - Ridd & Associates Wealth Advisory Group
Marc Sabourin - Winnipeg Financial Planning - Harbourfront Wealth Management
Marie-Ève Yelle - Desjardins Securities
Ralph Nour - Nour Private Wealth
Samuel Lichtman - Achieve Wealth Management
Vishesh Pandya - Alterna Savings
The Avenue Living Asset Management Award for Portfolio/Discretionary Manager of the Year
Susyn Wagner - Wellington-Altus Private Wealth
Arthur Salzer - Northland Wealth Management
Frédéric Gingras - Gingras-Boucher-Barrette Group | Desjardins Securities
James Gauthier - Justwealth
James Nickerson - Perron and Partners-Cumberland
Jennifer Black - Access Private Wealth & Mandeville Private Client Inc.
Ken MacNeal - Richardson Wealth
Rob Watson - JMRD Watson Wealth Management Team - National Bank Financial
Yufei Man - OneVest
The CI Global Asset Management Award for Holistic Advisory Team of the Year
The Schmidt Investment Group, CIBC Private Wealth
Assante Wealth Management
Carte Wealth Management
Longevity Achieved
Polson Bourbonniere Derby Wealth Management | iA Private Wealth
Richie-Feindel Wealth Management
RT Mosaic Wealth Management Ltd.
The McClelland Financial Group of Assante Capital Management
Woodgate Financial
The CWB Maxium Financial Award for Employer of Choice
Nicola Wealth
AGF Management
Alterna Savings
Canaccord Genuity Wealth Management
Centurion Asset Management Inc.
Echelon Wealth Partners
Edward Jones
Harbourfront Wealth Management
HomeEquity Bank
The Edward Jones Award for Excellence in Philanthropy and Community Service
The Schmidt Investment Group, CIBC Private Wealth
Aaron Ruston - Purposed Financial Corp.
Chris Anderson - RiverRock Private Wealth Partners/Harbourfront Wealth Management
Cresco Wealth Management (Wellington-Altus Private Wealth)
Harbourfront Wealth Management
James Britton - Britton Wealth Management and Planning Consultants
Nicola Wealth
Nicole Deters - Gilman Deters Private Wealth – Harbourfront Wealth Management
Shelly Lairar - Echelon Wealth Partners
Tina Tehranchian - Assante Capital Management
The Equitable Bank Award for Multi-Office Advisor Network/Brokerage of the Year
Wellington-Altus Private Wealth
Assante Wealth Management
Canaccord Genuity Wealth Management
Canaccord Genuity Wealth Management
Harbourfront Wealth Management
iA Private Wealth
Mandeville Private Client
Nour Private Wealth
The Equiton Award for Canadian Advisor of the Year
Maili Wong - Wellington-Altus Private Wealth
Antoine Niding - Richardson Wealth
David Little - Blue Oceans Private Wealth with iA Private Wealth Inc.
Elie Nour - Nour Private Wealth
Karen Ikeda - Nicola Wealth
Kevin Hegedus - PWM Private Wealth Counsel - iA Private Wealth
Kyle Richie - Richardson Wealth
Marvin J. Schmidt - The Schmidt Investment Group, CIBC Private Wealth
Nader Hamid - TWM Group - iA Private Wealth
Reg Jackson - JMRD Watson Wealth Management Team - National Bank Financial
Rob McClelland - The McClelland Financial Group of Assante Capital Management Ltd.
Susyn Wagner - Wellington-Altus Private Wealth
Todd Degelman - Wellington-Altus Private Wealth
The Franklin Templeton Award for Advisory Team of the Year (10 Staff or More)
JMRD Watson Wealth Management Team - National Bank Financial
Cresco Wealth Management, Wellington-Altus Private Wealth
Kelson Financial - Manulife Securities
Lawton Partners Wealth Management
Northland Wealth Management
Oakwater Wealth Counsel - Harbourfront Wealth Management
PWM Private Wealth Counsel - iA Private Wealth
The Gingras Boucher Barrette Team
The McClelland Financial Group of Assante Capital Management
The Harbourfront Wealth Management Award for Lifetime Achievement in the Financial Planning Industry
Thomas Caldwell - Caldwell Securities Ltd.
The Harvest ETFs Award for Female Trailblazer of the Year
Catherine Metzger-Silver - Edward Jones
Angel Georgijev - Georgijev Financial Group/Worldsource Financial Management Inc.
Anik Armand - Desjardins Securities
Julie Shipley-Strickland - Wellington-Altus Private Wealth
Kelly Ho - DLD Financial Group
Sandra Yaquo - Edward Jones
Sherry Davis - ATB Wealth
Tracey Lundell - Harbourfront Wealth Management
The ICM Asset Management Award for Advisor of the Year – Alternative Investments
Ida Khajadourian - Richardson Wealth
Arthur Salzer - Northland Wealth Management
Gloria Malek - TD Wealth Private Investment Advice
Jamie Suprun - Suprun Wealth Management - iA Private Wealth
Kerry Rizzo - BlueRidge Private Wealth - Harbourfront Wealth Management
Klint Rodgers - Axcess Capital Advisors
Mark Samborski - Pinnacle Wealth Brokers
Michael Hayhoe - Mandeville Private Client - Hayhoe Team
Thane Stenner - Stenner Wealth Partners+ of Canaccord Genuity Wealth Management
Travis Forman - Harbourfront Wealth Management
The IFSE Institute Award for Financial Literacy Champion
Tuula Jalasjaa - The Women's Collection Inc.
Adrienne Fung - Adrienne Fung Wealth Management - Canaccord Genuity Wealth Management
Heather Holjevac - Holjevac Financial Group
Jessica Keus - Wellington-Altus Private Wealth
Luc Girard - Desjardins Securities
Martin-Guy Bernier - Desjardins Securities
Robin Taub - Robin Taub Financial Consulting
Steve Kwon - ATB Wealth
Tracey Bissett - Bissett Financial Fitness Inc.
Tracey Lundell - Harbourfront Wealth Management
The Mako Financial Technologies Award for Most Innovative Use of WealthTech
Aviso Wealth
Canaccord Genuity Wealth Management
Canada Life
Carte Wealth Management
Harbourfront Wealth Management
Northland Wealth Management
OneVest
Wellington-Altus Private Wealth
Woodgate Financial
The Nour Private Wealth Award for Rising Star Advisor of the Year
Sadeki Simpson - Edward Jones
Allison McCullough - Edward Jones
Blake Cluff - Assante Capital Management
Christopher Matugas - Connect First Private Wealth
Jason Murray - ATB Wealth
Nicky Correa - CorrWealth Management Inc
Victoria Rempel - Investia
The Sun Life Global Investments Award for Advisor of the Year – Responsible Investments
Sonia LeRoy - LeRoy Wealth Management Group, IPC Securities
Carol Smith - Desjardins Financial Services
Francine Dick - Carte Wealth Management
Hussain Ahmad - Mandeville Private Client
Jeremy Rock - Alterna Savings
Kerry Rizzo - BlueRidge Private Wealth - Harbourfront Wealth Management
Laurent Wermenlinger - Desjardins Wealth Management – Securities
Ludovic Siouffi - The Ludo Group - Canaccord Genuity Wealth Management
Patti Dolan - Wagner Investment Management Team, Wellington-Altus Private Wealth
Shawn Martel - Assante Wealth Management
Tim Nash - Good Investing
Vishesh Pandya - Alterna Savings
The W.A. Robinson Asset Management Award for Advisory Team of the Year (Under 10 Staff)
Strategic Private Wealth Counsel - Harbourfront Wealth Management
Britton Wealth Management and Planning Consultants
Castlemark Wealth Management
IG Wealth Management - Fox Group Private Wealth Management
Kelvin Rampersad Team (Carte Wealth Management Inc.)
Svetek-Robinson Wealth Management, National Bank Financial
Team Jackie Porter
Wilmot Financial Services
Woodgate Financial
WealthTech Service Provider of the Year
Broadridge Financial Solutions
Agora Dealer Services Corp.
CapIntel
Croesus
d1g1t
Equisoft
FutureVault
InvestCloud
Planworth Inc.
PortfolioAid
SideDrawer Inc.