2023 Winners and Excellence Awardees
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Alternative Investment Solutions Provider of the Year
Most Innovative Use of WealthTech
Mutual Fund Provider of the Year
The Avenue Living Award for Portfolio/Discretionary Manager of the Year
The Care Lending Group Award for CEO of the Year
The Centurion Asset Management Award for Young Achiever of the Year
The CI Global Asset Management Award for Holistic Advisory Team of the Year
The Edward Jones Award for Excellence in Philanthropy and Community Service
The Equiton Award for Canadian Advisor of the Year
The FP Canada Award for Lifetime Achievement in the Financial Planning Industry
The Franklin Templeton Award for Advisory Team of the Year (10 Staff or More)
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 National Bank Independent Network Award for Advisory Team of the Year (Under 10 Staff)
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 Trez Capital Award for Multi-Office Advisor Network/Brokerage of the Year
The Wealhouse Capital Management Award for Employer of Choice
Alternative Investment Solutions Provider of the Year
Invico Capital Corporation
Accelerate Financial Technologies Inc.
Avenue Living
Centurion Asset Management Inc.
CMLS Asset Management
Equiton
HomeEquity Bank
ICM Asset Management
Invico Capital Corporation
Merchant Opportunities Fund
Skyline Wealth Management Inc.
Trez Capital
W.A. Robinson Asset Management Ltd.
BDM/Wholesaler of the Year
Emily Graham - iA Clarington Investments
Jessie Yang - Avenue Living
Kesrick Wainwright - Avenue Living
Philip Douglas - Blue Owl Capital
Alain Desbiens - BMO Global Asset Management
Cynthia Maisonneuve - CMLS Asset Management
Tony Kim - Equiton
Jordan Kaczmarzyk - Fidelity Investments
Rafael Turcotte - Harvest ETFs
Wan Kim - NCM Investments
Kevin Black - Purpose Investments
Michael Siervo - Sun Life Financial
Spencer Hurley - Trez Capital
ETF Provider of the Year
CI Global Asset Management
Fidelity Investments
Harvest ETFs
Mackenzie Investments
Vanguard Canada
ETF Innovator of the Year
Nirujan Kanagasingam - CI Global Asset Management
Steven Leong - BlackRock
David Stephenson - CIBC Asset Management
Michael Kovacs - Harvest ETFs
Stacey Steinberg - Mackenzie Investments
Most Innovative Use of WealthTech
Investment Planning Counsel
Alterna Wealth
Canada Life
Harbourfront Wealth Management
Mandeville Private Client Inc.
Northland Wealth Management
Optimize Wealth Management
Wellington-Altus Private Wealth Inc.
Mutual Fund Provider of the Year
Sun Life Global Investments
AGF Management Limited
Canada Life Investment Management Ltd
Dynamic Funds
Franklin Templeton
NCM Investments
The Avenue Living Award for Portfolio/Discretionary Manager of the Year
Coreen T. Sol - CIBC Private Wealth – Wood Gundy
Wolfgang Klein - CG Wealth Management
Brian Ginsler - Ginsler Wealth
John Soutsos - IPC Securities Corporation
Jay Nash - NASH Family Wealth Management, National Bank Financial
Nathan Estabrooks - PEAK Financial Group
Ken MacNeal - Richardson Wealth
Leo Shekhter - Shekhter Financial - Aligned Capital Partners
Gene Kim - Summit Private Wealth - Mandeville Private Client Inc.
Martin Pelletier - Trivest Wealth Counsel - Wellington-Altus Private Counsel Inc.
Susyn Wagner - Wellington-Altus Private Wealth Inc.
The Care Lending Group Award for CEO of the Year
Allison Taylor - Invico Capital Corporation
Kirk Purai - Carte Wealth Management Inc.
David Gunn - Edward Jones
Lori Weir - Four Eyes Financial
Damon Murchison - IG Wealth Management
Robert Frances - PEAK Financial Group
The Centurion Asset Management Award for Young Achiever of the Year
Gurtej Varn - White Coat Financial
Andrew Inthahack - Alterna Wealth
Pooja Gurrala - Dixon Mitchell Investment Counsel
Matthew Shellborn - Edward Jones
Konstantine Theodor - IG Private Wealth Management
Kristina de Souza - Kleinburg Private Wealth, Carte Wealth Management
Lucas James Baird - Lawton Partners
Adrian LeRoy - LeRoy Wealth Management Group
Sabrina Flint - National Bank Financial
Ralph Nour - Nour Private Wealth
Cameron Langlois - Origin Wealth
Ruben Antoine - Tulett, Matthews & Associates
The CI Global Asset Management Award for Holistic Advisory Team of the Year
Woodgate Financial Inc.
Abbott Wealth Management - Harbourfront Wealth Management
Alterna Wealth
Kleinburg Private Wealth, Carte Wealth Management
Longevity Achieved
PWM Private Wealth Counsel
Riverrock Private Wealth Partners - Harbourfront Wealth Management
TD Wealth Private Investment Advice
The McClelland Financial Group of Assante Capital Management Ltd.
The Wealth Council
The Wealthbuilding Group - Harbourfront Wealth Management
The Edward Jones Award for Excellence in Philanthropy and Community Service
Aleem Visram - Transform Financial
Abbott Wealth Management - Harbourfront Wealth Management
Tina Tehranchian - Assante Capital Management Ltd.
Markus Muhs - CG Wealth Management
Cresco Wealth Management - Wellington-Altus Private Wealth Inc.
Christine Rodrigues - National Bank Independent Network
Aaron Ruston - Purposed Financial
RGF Integrated Wealth Management
Chris Anderson - Harbourfront Wealth Management
Skyline Wealth Management Inc.
Rob Tetrault - Tetrault Wealth Advisory Group
The Wealthbuilding Group - Harbourfront Wealth Management
The Equiton Award for Canadian Advisor of the Year
Jackie Porter - Carte Wealth Management Inc.
Dean Bradshaw - Cresco Wealth Management - Wellington-Altus Private Wealth Inc.
Neil McIver - McIver Capital Management - CG Wealth Management
Elie Nour - Nour Private Wealth
Kevin Hegedus - PWM Private Wealth Counsel
Antoine Niding - Richardson Wealth
Rob McClelland - The McClelland Financial Group of Assante Capital Management Ltd.
Marvin J. Schmidt - The Schmidt Investment Group
Maili Wong - The Wong Group - Wellington-Altus Private Wealth Inc.
Nader Hamid - TWM Group
Susyn Wagner - Wellington-Altus Private Wealth Inc.
The FP Canada Award for Lifetime Achievement in the Financial Planning Industry
John Nicola - Nicola Wealth
The Franklin Templeton Award for Advisory Team of the Year (10 Staff or More)
Abbott Wealth Management - Harbourfront Wealth Management
Cresco Wealth Management - Wellington-Altus Private Wealth Inc.
Dalpé Wealth Partners - Richardson Wealth
Green Private Wealth - Harbourfront Wealth Management
Kelson Financial
Northland Wealth Management
Rosedale Family Office - Wellington-Altus Private Wealth Inc.
Stenner Wealth Partners+ - CG Wealth Management
Tetrault Wealth Advisory Group
The McClelland Financial Group of Assante Capital Management Ltd.
The Schmidt Investment Group
Vo-Dignard Provost Wealth Management - National Bank Financial
The Harvest ETFs Award for Female Trailblazer of the Year
Marie Phillips - Next Steps Planning with IPC Securities
Kelly Ho - DLD Financial Group Ltd.
Sandra Yaquo - Edward Jones
Nicole Deters - Harbourfront Wealth Management
Heather Holjevac - Holjevac Financial Group
Julie Shipley-Strickland - Julie Shipley-Strickland Wealth & Risk Management - Wellington-Altus Private Wealth Inc.
Diane Nash - NASH Family Wealth Management, National Bank Financial
Ladan Shokrgozar - Harbourfront Wealth Management
Kimberley Short - ShortFinancial - iA Private Wealth
Laurie Bonten - Wellington-Altus Private Wealth Inc.
Jennifer Hochstein - Wellington-Altus Private Wealth Inc.
The ICM Asset Management Award for Advisor of the Year – Alternative Investments
Ida Khajadourian - Richardson Wealth
Kerry Rizzo - BlueRidge Private Wealth – Harbourfront Wealth Management
Kathy Sager - Sager Financial Group - CG Wealth Management
Michael Hayhoe - Hayhoe Team - Mandeville Private Client Inc.
Dan Brassard - Lloyd Sadd Wealth of Aligned Capital Partners Inc.
Arthur Salzer - Northland Wealth Management
Mark Samborski - Pinnacle Wealth Brokers
Leo Shekhter - Shekhter Financial - Aligned Capital Partners
Thane Stenner - Stenner Wealth Partners+ - CG Wealth Management
Rob Tetrault - Tetrault Wealth Advisory Group
Lorenzo Pederzani - Westmount Wealth Management Inc.
The IFSE Institute Award for Financial Literacy Champion
Anna Hilberry - National Bank Financial
Sam Lichtman - Achieve Wealth Management
Tina Tehranchian - Assante Capital Management Ltd.
Tracey Bissett - Bissett Financial Fitness Inc.
Connie Cooper - CWB Wealth
Kris Dureau - Harbourfront Wealth Management
Sonia LeRoy - LeRoy Wealth Management Group
Joseph Bakish - Richardson Wealth
Tracey Lundell - Harbourfront Wealth Management
Lin Sok - Women & Money Montreal
The National Bank Independent Network Award for Advisory Team of the Year (Under 10 Staff)
McIver Capital Management - CG Wealth Management
Britton Wealth Management and Planning Consultants Inc.
Brunet Gélinas Group - National Bank Financial - Wealth Management
NASH Family Wealth Management, National Bank Financial
Purposed Financial
Shinder Tremblay Private Wealth
Summit Private Wealth - Mandeville Private Client Inc.
Team Kelvin Rampersad - Carte Wealth Management Inc.
The Wealthbuilding Group - Harbourfront Wealth Management
Woodgate Financial Inc.
The Nour Private Wealth Award for Rising Star Advisor of the Year
Jason Hunt - First Avenue Investment Counsel
Brett Thompson - CI Assante Wealth Management
Nathan Amor - connectFirst Credit Union
Nicolas Barriault - Diligence Wealth Management - Manulife Securities
Jeremy Kelly - Kelson Financial
Steven Taylor - Raymond James Ltd.
Mikaela Carson - Richardson Wealth
Tania Tetrault - Tetrault Wealth Advisory Group
Ryan Ekdahl - Wellington-Altus Private Wealth Inc.
Emily Winson - Wise Riddell Private Wealth - Aligned Capital Partners
The Sun Life Global Investments Award for Advisor of the Year – Responsible Investments
Sonia LeRoy - LeRoy Wealth Management Group
Danny Harris - Alterna Wealth
Kerry Rizzo - BlueRidge Private Wealth – Harbourfront Wealth Management
Francine Miriam Dick - Carte Wealth Management Inc.
Johnny Fansher - Investia Financial Services
Patti B. Dolan - Wellington-Altus Private Wealth Inc.
The Trez Capital Award for Multi-Office Advisor Network/Brokerage of the Year
Wellington-Altus Private Wealth Inc.
Carte Wealth Management Inc.
CI Assante Wealth Management
Edward Jones
Harbourfront Wealth Management
iA Private Wealth
National Bank Financial - Wealth Management
Nour Private Wealth
The Wealhouse Capital Management Award for Employer of Choice
Wellington-Altus Private Wealth Inc.
AGF Management Limited
Alterna Wealth
Avenue Living
Bridgewater Bank
Canada Life
Centurion Asset Management Inc.
Echelon Wealth Partners
Edward Jones
Harbourfront Wealth Management
National Bank Independent Network
RGF Integrated Wealth Management
WealthTech Service Provider of the Year
Purpose Advisor Solutions
Broadridge
CapIntel
Croesus
d1g1t
Equisoft
FutureVault
Infinite Investment Systems Ltd.
InvestorCOM Inc
Mako Fintech
Portfolio Aid Inc.
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