NOMINATE RESERVE SEATS

THE MACKENZIE INVESTMENTS AWARD FOR FEMALE TRAILBLAZER OF THE YEAR


 

Description

 

This award recognizes the outstanding female trailblazer in the wealth management and financial planning industry whose astounding personal and professional achievements have earned them a place among the industry’s best.

 

Advisors may nominate themselves and the WPA team will also consider input from peers, clients, advisory heads and networks. Extra weight will be placed on nominations that come from those in a position to assess an advisor’s performance objectively.

 

Finalists will be invited to provide supporting documentation for submission to the WPA judging panel.

 

When judging this category, the following criteria will be considered:

  • must be a portfolio/discretionary manager (in the advisor channel or the private discretionary division)
  • must be a financial advisor
  • professional accomplishments over the last 5 years (e.g. business initiatives in which the nominee played a critical role, new business brought to the company, innovative ideas, etc.)
  • demonstrate promotion, influence and championing of women within the wealth management and financial planning industry
  • other relevant accolades and involvements (charitable work, accomplishments outside the industry, leadership or professional associations, etc.)

 

This award brought to you by:

 

Mackenzie_wpa partners

 

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