NOMINATE RESERVE SEATS

ETF CHAMPION OF THE YEAR


 

Description

 

This award recognizes the wealth professional whose efforts have gone beyond the requirements of their position to advance the ETF industry in Canada over the last 12 months.

 

Eligible nominees are wealth professionals in the ETF industry (not limited to advisors) actively implementing ETFs in their book of business or practice in the last 12 months.

 

Nominees may nominate themselves and the WPA team will also consider input from peers, clients, and superiors. Extra weight will be placed on nominations that come from those in a position to assess a nominee’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:

 

  • year over year growth of approximate volume of ETF products
  • efforts to innovate, promote ETF tax efficiency
  • communication of the value of ETFs
  • business development
  • overall client service and relationship management
  • growth strategy (e.g. training and education) within the ETF industry

 

Nominate

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