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THE EQUISOFT AWARD FOR FUND PROVIDER OF THE YEAR


 

Description

 

The Fund Provider of the Year is the fund company that stands out by providing top-tier investment solutions/products for advisors and investors in Canada.

 

Judges' Criteria

 

  • Must be a firm offering alternative investments, mutual funds or exchange-traded funds.
  • Must demonstrate standout achievements in the previous year, business growth, amount of business written during the year
  • Effective client relationship management strategies for superior service and stakeholder engagement 

 

This award brought to you by:

 

Equisoft wpa partners

 

Nominate for this award