2025 WINNERS & EXCELLENCE AWARDEES

Award Categories

Advisory Of The Year – Responsible Investments

Advisory Of The Year – Responsible Investments

Winner: Hash Assad – Assad Wealth Management

EXCELLENCE AWARDEES

  • Rennier Malavega – Greatway Financial Inc
  • Tu Nguyen – Meridian Credit Union

BDM/Wholesaler Of The Year

BDM Wholesaler Of The Year

Winner: Ryan Cipolla – Sun Life Global Investments

EXCELLENCE AWARDEES

  • Cynthia Maisonneuve – CMLS Asset Management
  • David Culig – Dynamic Funds
  • Jacob Lamanna – Desjardins
  • Joe Galbraith – Equitable Life
  • Jordan Green – Invico Capital Corporation
  • Jordan Kaczmarzyk – Fidelity
  • Karim Ghalayini – Global X Investments Canada
  • Kris Lad – Ninepoint
  • Richard Ho – BMO Global Asset Management
  • Sara Dowlatshahi – Dynamic Funds
  • Shirley Huang – Canada Life
  • Spencer Hurley – Trez Capital
  • Tino Di Libero – Canoe Financial
  • Tony Kim

CEO Of The Year

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Winner: Jason Roque – Equiton

EXCELLENCE AWARDEES

  • Alex Sasso – NCM Investments
  • Blaine Shewchuk – Investment Planning Counsel
  • Damon Murchison – IG Wealth Management
  • Greg Romundt – Centurion Asset Management Inc.
  • Jared Rabinowitz – Q Wealth Partners
  • Kash Pashootan – First Avenue Investment Counsel
  • Luke Gould – Mackenzie Investments
  • Mark Evans – Conquest Planning
  • Michael Kovacs – Harvest ETFs
  • Robert Frances – PEAK Financial Group
  • Rohit Mehta – Global X Investments Canada
  • Shaun Hauser – Wellington-Altus Private Wealth

Employer Of Choice

Employer Of Choice

Winner: Skyline

EXCELLENCE AWARDEES

  • AGF
  • Avenue Living
  • Bellwether Investment Management
  • Centurion Asset Management Inc.
  • CI Financial
  • DLD Financial Group Ltd.
  • Equiton
  • Global X Investments Canada
  • Nicola Wealth
  • PEAK Financial Group
  • RGP Financial Group
  • Wellington-Altus Private Wealth

ETF Provider Of The Year

ETF Provider Of The Year

Winner: Global X Investments Canada

EXCELLENCE AWARDEES

  • CI Global Asset Management
  • Dynamic Funds
  • Evolve ETFs
  • Franklin Templeton Canada
  • Hamilton ETFs
  • Harvest ETFs

Excellence in Philanthropy and Community Service

Excellence in Philanthropy and Community Service

Winner: LeRoy Wealth Management Group

EXCELLENCE AWARDEES

  • Aaron Ruston – Purposed Financial Corporation
  • Britton Wealth Management and Planning Consultants Inc.
  • Cresco Wealth Management
  • Jaime Power – Power Wealth
  • Kelly Ho – DLD Financial Group Ltd.
  • PEAK Financial Group
  • Rahim Ladha – BGO
  • Sheron Lau – Research Capital
  • Skyline
  • Tina Tehranchian – Assante Capital Management Ltd.

Most Innovative Use of Wealthtech

Northland Wealth-01

Winner: Northland Wealth

EXCELLENCE AWARDEES

  • Bellwether Investment Management
  • Optimize Wealth Management
  • PEAK Financial Group
  • The McClelland Financial Group
  • Wellington-Altus Private Wealth

Mutual Fund Provider of the Year

Mutual Fund Provider of the Year

Winner: AGF

EXCELLENCE AWARDEES

  • Canada Life
  • CI Global Asset Management
  • Dynamic Funds
  • Franklin Templeton Canada
  • Monarch Wealth Corporation
  • NCM Investments
  • RGP Investments
  • Sun Life Global Investments

Private Asset Investment Provider of the Year

Private Asset Investment Provider Of The Year

Winner: Hamilton Lane

EXCELLENCE AWARDEES

  • AIP Asset Management Inc.
  • CMI Financial Group
  • Newlook Capital
  • Obsiido Alternative Investment Inc.
  • Raintree Financial Solutions
  • Stonebridge Financial

Real Estate Investment Provider of the Year

Real Estate Investment Provider of the Year

Winner: Skyline

EXCELLENCE AWARDEES

  • Avenue Living
  • Centurion Asset Management Inc.
  • Equiton
  • First Avenue Investment Counsel
  • Greenbirch Capital
  • Starlight Capital
  • Trez Capital

The Avenue Living Award For Portfolio/Discretionary Manager Of The Year

The Avenue Living Award For Portfolio Discretionary Manager Of The Year

Winner: Darren Morcom – The Morcom Wealth Management Group

EXCELLENCE AWARDEES

  • Adam Bilyk – Aligned Capital Partners
  • Andrew Suthern – Suthern Private Wealth
  • Brian Ginsler – Ginsler Wealth
  • Conner Sura – Turn8 Private Wealth
  • Dustin Van Der Hout – Wellington-Altus Private Wealth
  • Gene Kim – Summit Private Wealth
  • John Soutsos – IPC Securities Corporation
  • Ken MacNeal – Richardson Wealth
  • Maili Wong – Wellington-Altus Private Wealth
  • Philip Kuzyk – KPW (Kuzyk Private Wealth)
  • Rob Tick – Tick Investment Group
  • Susyn Wagner – Wellington-Altus Private Wealth

The CMI Financial Group Award for Fund Manager Innovator of the Year

The CMI Financial Group Award for Fund Manager Innovator of the Year

Winner: Pascal St-Jean – 3iQ

EXCELLENCE AWARDEES

  • Jay Bala – AIP Asset Management Inc.
  • Jordan McNamee – Optimist Fund
  • Julian Klymochko – Accelerate
  • Marc-André Lewis – CI Global Asset Management
  • Michael Kovacs – Harvest ETFs
  • Pascal St-Jean – 3iQ
  • Shaun Cumby
  • Tyler McKinna – Addenda Capital

The Desjardins Award For Rising Star Advisor Of The Year

The Desjardins Award For Rising Star Advisor Of The Year

Winner: Jonathan Hunt – Dennis Hunt & Associates IG Private Wealth

EXCELLENCE AWARDEES

  • Bobby McBride – Designed Securities
  • Brittney Rampersad – PPI
  • Greg Wise – Aretec Wealth
  • Jai Gandhi – Endeavour Wealth Management
  • James McCarthy – Nicola Wealth
  • Karyn Silenzi – Canvas Wealth
  • Kate Norris – First & Main Financial Services inc.
  • Maria Paula Diaz – Assante Wealth Management
  • Michael Mauro – Wellington-Altus Private Wealth
  • Michael Minicucci – Wellington-Altus Private Wealth
  • Noah Degelman – Wellington-Altus Private Wealth
  • Rebeca Wieler Chen – DFSIN

The Equiton Award for Canadian Advisor of the Year

The Equiton Award for Canadian Advisor of the Year

Winner: Maili Wong – Wellington-Altus Private Wealth

EXCELLENCE AWARDEES

  • Aaron Migie – Migie Wealth Group
  • Christie Bartram – TD Wealth
  • Dean Bradshaw – Cresco Wealth Management
  • Evan Inglis – Inglis Wealth Management
  • Heather Hesson – TD Bank
  • Kelvin Rampersad – PPI
  • Laura De Sousa – Nicola Wealth
  • Michael Connon – The McClelland Financial Group
  • Michael Pate – Wellington-Altus Private Wealth
  • Sean O’Connor – O’Connor and Associates – IG Private Wealth Management
  • Shannon Tatlock – Red Sky Financial
  • Tina Tehranchian – Assante Capital Management Ltd.
  • Todd Degelman – Degelman Pruden Wealth

The Franklin Templeton Award for Advisory Team of the Year (10 Staff or more)

The Franklin Templeton Award for Advisory Team of the Year (10 Staff or more)

Winner: LePoidevin Group at CG Wealth Management

EXCELLENCE AWARDEES

  • Cresco Wealth Management, Wellington-Altus Private Wealth
  • Degelman Pruden Wealth
  • First Avenue Investment Counsel
  • Noonoo Pinsler Donato Family Wealth Management
  • Northland Wealth
  • Stonehaven Financial Group
  • TriDelta Private Wealth
  • Vo Dignard Provost

The FP Canada Award for Lifetime Achievement in the Financial Planning Industry

The FP Canada Award for Lifetime Achievement in the Financial Planning Industry

Winner: Kathleen C. Bock – Vanguard

The ICM Asset Management Award for Advisor of the Year – Alternative Investments

The ICM Asset Management Award for Advisor of the Year – Alternative Investments

Winner: Chad Larson – MLD Wealth

EXCELLENCE AWARDEES

  • Arthur Salzer – Northland Wealth
  • Charlene Liu – Monic Financial Group
  • Dan Wynnyk – Wellington-Altus Private Wealth
  • Karen Xiao – Monic Financial Group – Rethink & Diversify Securities Inc.
  • Kevin Hegedus – Quintessence Wealth
  • Klint Rodgers – Axcess Capital Advisors Inc.
  • Krissy Morrison – Harvey Morrison Private Wealth
  • Mark Samborski – Pinnacle Wealth Brokers
  • Scott Starratt – CG Wealth Management

The Newlook Capital Award for Advisory Team of the Year (Under 10 Staff)

The Newlook Capital Award for Advisory Team of the Year (Under 10 Staff)

Winner: Mauro Family Wealth at Wellington-Altus Private Wealth

EXCELLENCE AWARDEES

  • Aretec Wealth
  • Assad Wealth Management
  • Canvas Wealth
  • Cox Private Wealth
  • Fiotakis Wealth Management Group – IPC Investment Corporation
  • Inglis Wealth Management
  • Kratz Financial Group
  • Ocean Point Wealth Management
  • Shafik Hirani’s Private Wealth Management Practice
  • Slater Wealth Management
  • Team Kelvin Rampersad
  • The Morcom Wealth Management Group
  • The Waterfront Group
  • The Yarmoshuk Reedman Huehn Financial Group
  • Theodor Hennessey & Ross PWM

The Pier 4 Award for the Female Trailblazer of the Year

The Pier 4 Award for the Female Trailblazer of the Year

Winner: Elizabeth Naumovski – Caldwell Securities Ltd.

EXCELLENCE AWARDEES

  • Alysha Tse – Richardson Wealth
  • Cassandra Cross – Nicola Wealth
  • Dale Collins – Prosperity Planning
  • Dilys D’Cruz – Meridian Credit Union
  • Jennifer Hochstein – Wellington-Altus Private Wealth
  • Jenny Chen – Catalais Consulting Ltd.
  • Judith Chambers – TD Wealth
  • Liz Bouthillier – Franklin Templeton Canada
  • Natasha Phipps – WealthShare Real Estate Investment Trust
  • Sonia LeRoy – LeRoy Wealth Management Group
  • Tina Tehranchian – Assante Capital Management Ltd.
  • Zainab Williams – FundEvolve

The PPI Award For Holistic Advisory Team Of The Year

The PPI Award For Holistic Advisory Team Of The Year

Winner: Nicola Wealth

EXCELLENCE AWARDEES

  • Bilyk Financial
  • First Avenue Investment Counsel
  • Ginsler Wealth
  • KPMG Family Office
  • PWM Private Wealth Counsel
  • Quadrant Private Wealth
  • Richie Feindel Wealth Management
  • Summit Private Wealth
  • The McClelland Financial Group
  • The Wealth Council Financial Inc.
  • Verecan Group of Companies
  • Volpe Wealth Management

The SIMA Award for Financial Literacy Champion

The SIMA Award for Financial Literacy Champion

Winner: Ahmad Bakhshai – Wellington-Altus Private Wealth

EXCELLENCE AWARDEES

  • Alynn Godfroy – Godfroy Financial Limited
  • Jaclyn Wu – Monic Financial Group
  • Jeanette Boleantu – Alexandria Wealth Management Group | Assante Financial Management Ltd.
  • Julie Shipley-Strickland – Julie Shipley-Strickland Wealth & Risk Management – Wellington-Altus Private Wealth
  • Kelly Ho – DLD Financial Group Ltd.
  • Laura Southall – The Southall Group
  • Lin Sok – Lin Sok Services Financiers Inc
  • Max Lane – Nicola Wealth
  • Saijal Patel – Saij Wealth Consulting/Saij Elle
  • Suzette Chambers – Empowered Financial
  • Sybil Verch – The Wealthy Life with Sybil Verch

The Trez Capital Award for Dealer of the Year

The Trez Capital Award for Dealer of the Year

Winner: Nicola Wealth

EXCELLENCE AWARDEES

  • Carte Financial Group
  • PEAK Financial Group
  • Wellington-Altus Private Wealth
  • Worldsource Wealth Managment

The Worldsource Wealth Management Award for Young Entrepreneur of the Year

The Worldsource Wealth Management Award for Young Entrepreneur of the Year

Winner: German Pulido – ScotiaMcLeod

EXCELLENCE AWARDEES

  • Adrian LeRoy – LeRoy Wealth Management Group at IPC Securities Corporation
  • Agha Raza – Mandeville Private Client
  • Alexander Soutsos – IPC Securities Corporation
  • Andrew Rodych – PWM Private Wealth Counsel
  • Dylan Bredo – Aligned Capital Partners
  • Francis Gingras Roy – Manulife Wealth – Diligence Wealth Managment
  • Jordan Mauro – Wellington-Altus Private Wealth
  • Justin Donnelly – National Bank Financial Wealth Management
  • Lindsey Kilgour – The Kilgour Group
  • Madison Mailey – ScotiaMcLeod
  • Michael Onstad – Weyburn Security – PEAK Investments
  • Mike James – Lilley Financial Group
  • Ralph Nour – Nour Private Wealth
  • Thomas Brière – Brière Wealth Management – CG Wealth Management

Wealthtech Service Provider of the Year

Wealthtech Service Provider Of The Year

Winner: Conquest Planning

EXCELLENCE AWARDEES

  • Absolute Engagement
  • Broadridge
  • CapIntel
  • Cloven
  • Croesus
  • d1g1t
  • Equisoft
  • FutureVault
  • HeyAdvisor
  • InvestorCOM
  • Mako Financial Technologies, Inc.
  • Objectway
  • Portfolio Aid Inc.
  • SideDrawer