2024 WINNERS & EXCELLENCE AWARDEES
Award Categories
- Most Innovative Use of WealthTech
- Mutual Fund Provider of the Year
- The Avenue Living Award for Portfolio/Discretionary Manager of the Year
- The Centurion Asset Management Award for Young Achiever of the Year
- The Charitable Impact Award for Excellence in Philanthropy and Community Service
- The Desjardins Award for Rising Star Advisor of the Year
- The Equiton Award for Canadian Advisor of the Year
- The FP Canada Award for the Lifetime Achievement in the Financial Planning Industry
- The Franklin Templeton 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 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 Female Trailblazer of the Year
- WealthTech Service Provider of the Year
Advisory Team Of The Year (Under 10 Staff)
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Winner: Team Kelvin Rampersad – Carte Wealth Management Inc.
EXCELLENCE AWARDEES
- Blue Oceans Private Wealth – iA Private Wealth
- Britton Wealth Management
- Caldwell Private Wealth Team
- Cumberland Private Wealth – Perron & Partners
- Great Lakes Wealth – iA Private Wealth
- NASH Family Wealth Management – National Bank Financial
- RR Wealth Management
- SK Financial Group – CIBC Wood Gundy
- The Guillaume Maurice Group – ScotiaMcLeod
- The Morcom Wealth Management Group – Wellington-Altus Private Wealth Inc.
Alternative Investment Solutions Provider Of The Year
Winner: Centurion Asset Management Inc.
EXCELLENCE AWARDEES
- AGF Management Limited
- Avenue Living
- CMLS Asset Management
- Equiton
- Hamilton Lane
- ICM Asset Management
- Ninepoint Partners LP
- Skyline Wealth Management
- Trez Capital
- Wealhouse Capital Management
BDM/Wholesaler Of The Year
Winner: Tony Kim – Equiton
EXCELLENCE AWARDEES
- Alain Desbiens – BMO Global Asset Management
- Cynthia Maisonneuve – CMLS Asset Management
- David Roy – Invico Capital Corporation
- Jacob Lamanna – Desjardins Investments
- Michael Siervo – Sun Life Global Investments
- Patrick Graham – Franklin Templeton
- Ryan Cipolla – Sun Life Global Investments
- Sara Dowlatshahi – Dynamic Funds
- Shirley Huang – Canada Life
- Tom Caulfield – Fidelity Investments
CEO Of The Year
Winner: Greg Romundt – Centurion Asset Management Inc.
EXCELLENCE AWARDEES
- Damon Murchison – IG Wealth Management
- Jason Roque – Equiton
- Jeff Gans – Advisor Solutions by Purpose
- Michael Kovacs – Harvest ETFs
- Luke Gould – Mackenzie Investments
- Raj Lala – Evolve ETFs
- Shaun Hauser – Wellington-Altus Private Wealth Inc.
- Ursula Holmsten – ATB Wealth
Employer Of Choice
Winner: Nicola Wealth
EXCELLENCE AWARDEES
- AGF Management Limited
- Alterna Wealth
- Bridgewater Bank
- Cardinal Capital Management
- Carte Wealth Management Inc.
- Centurion Asset Management Inc.
- Equiton
- PEAK Financial Group
- Purpose Investments
- Purpose Unlimited
- Wellington-Altus Private Wealth Inc.
ETF Provider Of The Year
Winner: Global X
EXCELLENCE AWARDEES
- CI Global Asset Management
- Dynamic Funds
- Evolve ETFs
- Fidelity Investments
- Hamilton ETFs
- Harvest ETFs
- Mackenzie Investments
- Vanguard Canada
Fund Manager Innovator Of The Year
Winner: Fred Pye – 3iQ
EXCELLENCE AWARDEES
- David Stephenson – CIBC Asset Management
- Marc-André Lewis – CI Global Asset Management
- Michael Kovacs – Harvest ETFs
- Stacey Steinberg – Mackenzie Investments
- Steven Leong – BlackRock
- Wan Kim – NCM Investments
Holistic Advisory Team Of The Year
Winner: Richie Feindel Wealth Management – Richardson Wealth
EXCELLENCE AWARDEES
- Drozduk Filion Wealth Management – Richardson Wealth
- Efficient Wealth Management (EWM)
- First Avenue Investment Counsel Inc.
- Ginsler Wealth Management Inc.
- Holistic Wealth – Manulife Wealth Inc.
- Kleinburg Private Wealth – Carte Wealth Management
- Luft Financial
- O’Connor and Associates – IG Private Wealth Management
- Polson Bourbonniere Derby Wealth Management – iA Private Wealth
- The Wealth Council Financial
- Woodgate Financial Inc.
Most Innovative Use Of Wealthtech
Winner: Abbott Wealth Management – Harbourfront Wealth Management
EXCELLENCE AWARDEES
- Alterna Wealth
- Harbourfront Wealth Management
- National Bank Independent Network
- Optimize Wealth Management
- Wellington-Altus Private Wealth Inc.
- Woodgate Financial Inc.
Mutual Fund Provider Of The Year
Winner: Franklin Templeton
EXCELLENCE AWARDEES
- AGF Management Limited
- Canada Life Investment Management Limited
- Dynamic Funds
- NCM Investments
- Sun Life Global Investments
The Avenue Living Award For Portfolio/Discretionary Manager Of The Year
Winner: Maili Wong – The Wong Group – Wellington-Altus Private Wealth Inc.
EXCELLENCE AWARDEES
- Arthur Salzer – Northland Wealth
- Danny Leung – Zenith Private Wealth Counsel – iA Private Wealth
- Gene Kim – Summit Private Wealth/Mandeville Private Client Inc.
- Jay Nash – NASH Family Wealth Management – National Bank Financial
- John Soutsos – IPC Securities Corp./Med-Wealth Financial Services
- Ken MacNeal – Richardson Wealth
- Nathan Estabrooks – PEAK Financial Group
- Omar Shaikh – Echelon Wealth Partners
- Susyn Wagner – Wellington-Altus Private Wealth Inc.
- Wolfgang Klein – CG Wealth Management
The Centurion Asset Management Award For Young Achiever Of The Year
Winner: Evan Inglis – IG Wealth Management
EXCELLENCE AWARDEES
- Aaron Menon – Howe Harrell & Associates
- Adrian LeRoy – LeRoy Wealth Management Group – IPC Securities
- Claire Hunt – First Atlantic Private Wealth
- Conner Sura – TURN8 Private Wealth
- Dillon Garabedian – iA Private Wealth
- Evan Riddell – Riddell Private Wealth Management – IG Wealth Management
- Jessica Keus – Wellington-Altus Private Wealth Inc.
- Katya Revenko – Nicola Wealth
- Laura De Sousa – Nicola Wealth
- Maxime Lagacé-Carter – TWM Group – iA Private Wealth
- Ralph Abdel Nour – Nour Private Wealth
The Charitable Impact Award For Excellence In Philanthropy And Community Service
Winner: Abbott Wealth Management – Harbourfront Wealth Management
EXCELLENCE AWARDEES
- Aaron Ruston – Purposed Financial Corporation
- Britton Wealth Management
- Christina Chow – Raymond James Ltd.
- Gavin Marshall – Magenta Capital Corporation
- Joel Bray – Cardinal Capital Management
- Kelly Ho – DLD Financial Group Ltd.
- LeRoy Wealth Management Group – IPC Securities
- Marie Phillips – Next Steps Planning with IPC Securities
- Nicole Deters – Gilman Deters Private Wealth – Harbourfront Wealth Management
- Teresa Virani – Nicola Wealth
- TWM Group – iA Private Wealth
The Desjardins Award For Rising Star Advisor Of The Year
Winner: Chase Gordon – Verus Financial – National Bank Financial
EXCELLENCE AWARDEES
- Adam Pearl – Polson Bourbonniere Derby Wealth Management – iA Private Wealth
- Alexander Soutsos – IPC Securities Corporation
- Bright Bennett – BMO Private Wealth
- Mikaela Carson – Richardson Wealth
- Nicole Mensink – Georgijev Financial Group/Worldsource Financial Management Inc.
- Sean Mikucki – iA Private Wealth/REM Core Financial
- Spencer Gale-Reimer – Wellington-Altus Private Wealth Inc.
- Sydney Mascard – Polson Bourbonniere Derby Wealth Management – iA Private Wealth
The Equiton Award For Canadian Advisor Of The Year
Winner: Chase Gordon – Verus Financial – National Bank Financial
EXCELLENCE AWARDEES
- Danny Pero – CG Wealth Management
- Dean Bradshaw – Cresco Wealth Management – Wellington-Altus Private Wealth
- Elie Nour – Nour Private Wealth
- Georges Achkar – Diligence Group – Manulife Wealth
- Jamie Suprun – Suprun Wealth Management
- Kyle Richie – Richardson Wealth
- Robert McClelland – The McClelland Financial Group
- Shafik Hirani – Shafik Hirani’s Private Wealth Management Practice – Aligned Capital Partners Inc.
- Sophia Ito – Nicola Wealth
- Tina Tehranchian – Assante Capital Management Ltd.
- Todd Degelman – Wellington-Altus Private Wealth Inc.
The FP Canada Award For Lifetime Achievement In The Financial Planning Industry
Winner: Cary List – L.I.S.T. Strategy
The Franklin Templeton Award For Advisory Team Of The Year (10 Staff Or More)
.jpg?width=300&height=200&name=The%20Franklin%20Templeton%20Award%20For%20Advisory%20Team%20Of%20The%20Year%20(10%20Staff%20Or%20More).jpg "The Franklin Templeton Award For Advisory Team Of The Year (10 Staff Or More)")
Winner: Skyline Wealth Management
EXCELLENCE AWARDEES
- Alterna Wealth
- Caring for Clients
- Cresco Wealth Management – Wellington-Altus Private Wealth
- Northland Wealth
- Nour Private Wealth
- Spire Advisors – Assante Capital Management
- Tetrault Wealth Advisory Group – CG Wealth Management
- The Black-Stratton Group – Scotia Wealth Management
- The McClelland Financial Group
- Vo-Dignard Provost Wealth Management – National Bank Financial
- Wealth Stewards
The ICM Asset Management Award For Advisor Of The Year – Alternative Investments
Winner: Ida Khajadourian – Khajadourian Wealth Management – Richardson Wealth
EXCELLENCE AWARDEES
- Arthur Salzer – Northland Wealth
- Chad Larson – MLD Wealth Management – CG Wealth Management
- Elie Nour – Nour Private Wealth
- George Halkidis – The Halkidis Group – Richardson Wealth
- Jamie Suprun – Suprun Wealth Management
- Kerry Rizzo – BlueRidge Private Wealth – Harbourfront Wealth Management
- Klint Rodgers – Axcess Capital Advisors Inc.
- Marco Goco – Sea Glass Wealth Advisory Group – Harbourfront Wealth Management
- Rob Tetrault – Tetrault Wealth Advisory Group – CG Wealth Management
- Robert Tick – Mandeville Private Client Inc.
- Scott Starratt – CG Wealth Management
- Travis Forman – Strategic Private Wealth Counsel – Harbourfront Wealth Management
The IFSE Institute Award For Financial Literacy Champion
Winner: Ben Felix – PWL Capital
EXCELLENCE AWARDEES
- Francois Gagnon – Gestion Privée Mandeville Inc.
- Lin Sok – Lin Sok Services Financiers Inc
- Pierre-Benoît Gauthier – IG Wealth Management
- Robin Taub – Robin Taub Financial Consulting
- Sam Lichtman – Millen Wealth Advisors
- Sonia LeRoy – IPC Securities Corporation
- Steve Battistoni – Investor’s Group Financial Services Inc.
- Steven Furtado – Savoir Wealth
- Tina Tehranchian – Assante Capital Management Ltd.
- Tracey Bissett – Bissett Financial Fitness Inc.
- Tracey Lundell – Sea Glass Wealth Advisory Group – Harbourfront Wealth Management
The Sun Life Global Investments Award For Advisor Of The Year – Responsible Investments
Winner: Patti Dolan – Wellington-Altus Private Wealth Inc.
EXCELLENCE AWARDEES
- Deepika Gupta – Alterna Wealth
- Francine Dick – Carte Wealth Management Inc.
- Hussain Ahmad – iA Private Wealth Inc
- Kerry Rizzo – BlueRidge Private Wealth – Harbourfront Wealth Management
- Lyne Larochelle – Investia Financial Services
- Peter Nikolakakos – Alterna Wealth
- Shawn Martel – Assante Capital Management
- Sonia LeRoy – LeRoy Wealth Management Group – IPC Securities
The Trez Capital Award For Multi-Office Advisor Network/Brokerage Of The Year
Winner: Wellington-Altus Private Wealth Inc.
EXCELLENCE AWARDEES
- Carte Wealth Management Inc.
- CI Assante Wealth Management
- Harbourfront Wealth Management
- iA Private Wealth
- PEAK Financial Group
The Wealhouse Capital Management Award For Female Trailblazer Of The Year
Winner: Heather Holjevac – Holjevac Financial Group
EXCELLENCE AWARDEES
- Akilah Allen-Silverstein – Mandeville Private Client Inc.
- Francine Dick – Carte Wealth Management Inc.
- Josephine Gonzales – CIBC Wood Gundy
- Ladan Shokrgozar – Harbourfront Wealth Management
- Laurie Bonten – Wellington-Altus Private Wealth Inc.
- Monika Wilk – Wilk Grzadka Group – IG Private Wealth Management
- Nicole Deters – Gilman Deters Private Wealth – Harbourfront Wealth Management
- Scarlett Pan – Edward Jones
Wealthtech Service Provider Of The Year
Winner: Broadridge
EXCELLENCE AWARDEES
- CapIntel
- Charitable Impact
- Cloven
- Croesus
- Equisoft
- FutureVault
- InvestorCOM
- Ortec Finance
- Planworth Inc.
- SideDrawer
