Award Categories

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ADVISORY OF THE YEAR – RESPONSIBLE INVESTMENTS

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EXCELLENCE AWARDEES

Andy Kim – TD Wealth
Arthur Salzer – Northland Wealth
Fraser McKeown – Percentage Plus Financial Group
Hash Assad – Assad Wealth Management
Rennier Malavega – Greatway Financial Inc
Tu Nguyen – Meridian Credit Union

BDM/WHOLESALER OF THE YEAR

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EXCELLENCE AWARDEES

Cynthia Maisonneuve – CMLS Asset Managament
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
Nazanin Bolouri – Mackenzie Investments
Richard Ho – BMO Global Asset Management
Ryan Cipolla – Sun Life Global Investments
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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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
Jason Roque – Equiton
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

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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
Skyline
Wellington-Altus Private Wealth

ETF PROVIDER OF THE YEAR

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EXCELLENCE AWARDEES

CI Global Asset Management
Dynamic Funds
Evolve ETFs
Franklin Templeton Canada
Global X Investments Canada
Hamilton ETFs
Harvest ETFs
Mackenzie Investments
Vanguard Canada

EXCELLENCE IN PHILANTHROPY AND COMMUNITY SERVICE

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EXCELLENCE AWARDEES

Aaron Ruston – Purposed Financial Corporation
BGO Inspired
Britton Wealth Management and Planning Consultants Inc.
Cresco Wealth Management
Embark
Jaime Power – Power Wealth
Kelly Ho – DLD Financial Group Ltd.
LeRoy Wealth Management Group
Moez Kassam – Anson Funds
PEAK Financial Group
Sheron Lau – Research Capital
Skyline
Tina Tehranchian – Assante Capital Management Ltd.

MOST INNOVATIVE USE OF WEALTHTECH

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EXCELLENCE AWARDEES

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

MUTUAL FUND PROVIDER OF THE YEAR

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EXCELLENCE AWARDEES

AGF
Canada Life
CI Global Asset Management
Dynamic Funds
Fidelity Investments
Franklin Templeton Canada
Invesco
Monarch Wealth Corporation
NCM Investments
RGP Investissements
Sun Life Global Investments

PRIVATE ASSET INVESTMENT PROVIDER OF THE YEAR

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EXCELLENCE AWARDEES

AIP Asset Management Inc.
Blackstone
Blue Owl Capital
CMI Financial Group
Hamilton Lane
Newlook Capital
Ninepoint
Obsiido Alternative Investment Inc.
Portland Holdings
Raintree Financial Solutions
Stonebridge Financial
Third Eye Capital

REAL ESTATE INVESTMENT PROVIDER OF THE YEAR

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EXCELLENCE AWARDEES

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

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

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EXCELLENCE AWARDEES

Adam Bilyk – Aligned Capital Partners
Andrew Suthern – Suthern Private Wealth
Brian Ginsler – Ginsler Wealth
Conner Sura – Turn8 Private Wealth
Darren Morcom – The Morcom Wealth Management Group
Dustin Van Der Hout – Wellington-Altus Private Wealth
Erin O’Brien – Cumberland Private Wealth Management Inc.
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

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EXCELLENCE AWARDEES

David Stephenson – CIBC Asset Management
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

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EXCELLENCE AWARDEES

Bobby McBride – Designed Securities
Brittney Rampersad – PPI
George Hurley – Wellington-Altus Private Wealth
Greg Wise – Aretec Wealth
Jai Gandhi – Endeavour Wealth Management
James McCarthy – Nicola Wealth
Jonathan Hunt – Dennis Hunt & Associates IG Private 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

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EXCELLENCE AWARDEES

Aaron Migie – Migie Wealth Group
Christie Bartram – TD Wealth
Dean Bradshaw – Cresco Wealth Management
Evan Inglis – Inglis Wealth Management
Georges Achkar – Diligence Wealth Management
Heather Hesson – TD Bank
Kelvin Rampersad – PPI
Laura De Sousa – Nicola Wealth
Maili Wong – Wellington-Altus Private 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)

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EXCELLENCE AWARDEES

Baun & Pate Investment Group
BlueRock Wealth Management
Cresco Wealth Management, Wellington-Altus Private Wealth
Degelman Pruden Wealth
Fairway Wealth Management at National Bank Financial
First Avenue Investment Counsel
LePoidevin Group at CG Wealth Management
Noonoo Pinsler Donato Family Wealth Management
Northland Wealth
RichardsonWealth.com
Stonehaven Financial Group
TriDelta Private Wealth
Vo Dignard Provost
Wealth Stewards

THE FP CANADA AWARD FOR LIFETIME ACHIEVEMENT IN THE FINANCIAL PLANNING INDUSTRY

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The recipient of this award will be announced at the Wealth Professional Awards gala

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

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EXCELLENCE AWARDEES

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

THE IFSE INSTITUTE AWARD FOR FINANCIAL LITERACY CHAMPION

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EXCELLENCE AWARDEES

Adam Bornn – Parallel Wealth Financial Group
Ahmad Bakhshai – Wellington-Altus Private Wealth
Alynn Godfroy – Godfroy Financial Limited
Elijah Kirchmaier – Up Financial
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
Stephanie Ley – Ten Toonies Financial Literacy for All Ages
Suzette Chambers – Empowered Financial
Sybil Verch – The Wealthy Life with Sybil Verch

THE NEWLOOK CAPITAL AWARD FOR ADVISORY TEAM OF THE YEAR (UNDER 10 STAFF)

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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
Mauro Family Wealth at Wellington-Altus Private Wealth
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

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EXCELLENCE AWARDEES

Alysha Tse – Richardson Wealth
Cassandra Cross – Nicola Wealth
Dale Collins – Prosperity Planning
Dilys D’Cruz – Meridian Credit Union
Elizabeth Naumovski – Caldwell Securities Ltd.
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

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EXCELLENCE AWARDEES

Bilyk Financial
BlueRock Wealth Management
First Avenue Investment Counsel
Ginsler Wealth
KPMG Family Office
Nicola Wealth
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 TREZ CAPITAL AWARD FOR DEALER OF THE YEAR

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EXCELLENCE AWARDEES

Canaccord Genuity Wealth Management
Carte Financial Group
CI Assante Wealth Management
IG Wealth Management
National Bank Financial
Nicola Wealth
PEAK Financial Group
Q Wealth Partners
Wellington-Altus Private Wealth
Worldsource Wealth Managment

THE WORLDSOURCE WEALTH MANAGEMENT AWARD FOR YOUNG ENTREPRENEUR OF THE YEAR

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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
German Pulido – ScotiaMcLeod
Jordan Mauro – Wellington-Altus Private Wealth
Justin Donnelly – National Bank Financial Wealth Management
Lindsey Kilgour – The Kilgour Group
Luyang Yan – Enoch Wealth Inc.
Mailey Madison – Scotia Wealth Management
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

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EXCELLENCE AWARDEES

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