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2017 Finalists


 

The AGF Award For Engagement, Loyalty and Customer Care

  • Danielson Group Wealth Management of Assante Capital Management Ltd.
    David Barnsdale - VP and Associate Portfolio Manager at Barnsdale & Hussain Wealth Management Group of RBC Dominion Securities
    JYC Financial
    Kevin Daley - Senior Vice-President and Investment Advisor at TD Wealth
    Lennox Financial Group Inc. of Peak Investment Services Inc.
    Melanie Gotts - Investment Advisor at BMO Nesbitt Burns
    Rod Tyler - President at The Tyler Group Financial Services
    The McClelland Financial Group of Assante Capital Management Ltd.
    Troy Busniuk - Financial Advisor at Sun Life Financial

 

 

The Award for Advertising Campaign Of The Year 

  • Dynamic Funds
    Fidelity Investments
    iA Clarington Investments Inc.
    Invesco Canada
    Mackenzie Investments
    RBC Global Asset Management
    Sprott Assest Management
    Sun Life Financial Canada
    Vanguard Canada

 

 

The Award For BDM/Wholesaler Of The Year

  • Alain Desbiens - Vice-President, BMO ETFs at BMO Global Asset Management
    Darren Gazdag - Senior Vice-President, Institutional Sales at Excel Funds Management Inc.
    Harry Cheung - Vice-President, Business Development at Dynamic Funds
    Jeff Gibbons - Regional Vice-President, Sales at Invesco Canada
    Philip Douglas - Vice-President, Business Development at Horizons ETFs Management
    Warren Miles-Pickup - Director, Wealth Distribution at Sun Life Financial
    Zachary Sikorski - Director, Wealth Sales at Sun Life Financial

 

 

The Award For Best Independent Advisor Practice Office - Fewer Than 10 Staff

  • Assante Capital Management Ltd.
    Caring For Clients
    Danielson Group Wealth Management of Assante Wealth Management
    Family Tree Wealth Management of IPC Securities Corporation
    G.R. Baird Financial Group Inc.
    The Lance Howard Group of IPC Investment Corporation
    Little Wealth Management Group of HollisWealth
    Lysnes Magreehan Wealth Management of Canaccord Genuity Wealth Management
    Richie Group Private Wealth Management of Investors Group
    Western Canadian Brokerage Group

 

 

The Award For Digital Innovation and Marketing

  • BMO Global Asset Management, "BMO Canadian ETF Dashboard"
    Dan Bortolotti, "Canadian Couch Potato"
    Great-West Life, "HelloLife" Program
    Insuranceforchildren (IFC)
    New School of Finance
    Provisus Wealth Management, "Transcend" Program
    Royal Bank of Canada
    Sun Life Global Investments

 

 

The Award For Philanthropy And Community Service Of The Year

  • Aaron Ruston - Financial Advisor at Purposed Financial
    Drew Abbott - Senior Vice-President at TD Wealth
    Marita Simbul-Lezon - Director and Vice-President, Investment & Wealth at RBC Dominion Securities
    MLD Wealth Management Group of National Bank Financial
    Nadeem Ibrahim - Advisor at Educators Financial Group
    Renee Rebelo - President at Life Coach Financial Strategies
    Rob Tétrault - Portfolio Manager at Tétrault Wealth Advisory Group of National Bank Financial
    Sean Baylis - Associate Portfolio Manager at RBC Dominion Securities

 

 

The Equisoft Award For Fund Provider Of The Year

  • AGF Investments Inc.
    BMO Global Asset Management
    CI Investments
    Fidelity Investments
    Franklin Templeton Investments
    Mackenzie Investments
    Manulife Investments
    RBC Global Asset Management
    Sun Life Global Investments
    TD Asset Management

 

 

The Franklin Templeton Investments Award For Best Independent Advisor Practice Office - 10 Staff Or More

  • De Thomas Wealth Management
    Manulife Securities
    Northland Wealth Management
    Polson Bourbonniere Financial of HollisWealth
    The McClelland Financial Group of Assante Capital Management Ltd.

 

 

The Fundserv Award Advisor Network/Brokerage Of The Year

  • Canaccord Genuity Wealth Management
    CIBC Wood Gundy
    HollisWealth
    Investment Planning Counsel
    Investors Group
    Mandeville Private Client
    Manulife Securities

 

The Radius Financial Education Award For Outstanding Service Provider Of The Year

  • Advicent
    Advisor Websites
    Blue ID
    Broadridge Financial Services
    Canadian Securities Institute
    EquiSoft
    Foran Financial Institute
    FundServ
    Iress Market Technology
    Kronos Technologies
    Maximizer CRM Wealth Manager
    NexJ Systems Inc.
    Qtrade Financial Group
    Sticky Advisor

SPECIAL THANKS TO


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