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Now in its fourth year, the Wealth Professional Awards has become the biggest and most prestigious showcase of excellence in the wealth management industry. There are over 20 organizational and individual award categories — with new categories added yearly — designed to ensure national recognition for both large and small organizations.


By recognizing the companies and individuals across the entire spectrum of wealth management and celebrating the industry's successes, the Wealth Professional Awards continues to inspire an industry fostered on leadership, service, innovation, support and principle, all of which have continuously driven the industry forward. 

This annual black-tie gala brings together a stellar community of the biggest names in the business, past award recipients and rising stars throughout Canada. Over 600 wealth professionals attended last year's gala.

The Wealth Professional Awards brought to you by Invesco is presented to you by Wealth Professional Magazine, Canada's leading industry resource for all Canadian wealth management, advice and planning professionals. Winners and finalists will be showcased in Wealth Professional Magazine and Wealth Professional Online over the year, and all major National Press.

 

Winning a WPA is a career-defining moment. Submit your entries before nominations close on February 23, 2018, Friday — it only takes 2 minutes!

WealthBar’s PPI Valet

PPI Valet wpa partnersA platform developed in partnership between PPI and WealthBar, PPI Valet is a robust robo advisory investment platform. The platform offers independent advisors the ability to deliver added value through an enhanced level of service and improved insight into their client’s overall financial outlook.

 

Website: www.ppivalet.ca.

 

About WealthBar
WealthBar is Canada’s first and largest independent robo advisor. Aiming to democratize investing, WealthBar makes premium investments accessible to everyday Canadians for 1/3 the management fees. Investors get access to a professionally managed portfolio in minutes online.

 

Website: www.wealthbar.com.

 

About PPI
PPI connects advisors and their clients with precisely what they need to achieve leading-edge financial solutions. As an insurance marketing organization, PPI offers actuarial, tax and specialized expertise in all aspects of life insurance, and specifically in its design and custom application. PPI delivers a high calibre of estate planning and technical support for advisors that helps Canadians to plan ahead.

 

Website: www.ppi.ca.