NOMINATE RESERVE SEATS

THE MANDEVILLE PRIVATE CLIENT INC. AWARD FOR CANADIAN ADVISOR OF THE YEAR


 

Description

 

This award is one of the highest accolades offered to an individual in the wealth management and financial planning industry. This award recognizes the most outstanding advisor in Canada, coming from an advisory firm or team, regardless of business size and model. 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:

 

  • year over year growth in book volume and revenue contributions
  • business development
  • overall client service and relationship management

 

This award brought to you by:

 

MANDEVILLE wpa partners

 

Nominate

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