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2016 Finalists


Please find the full list of Finalists and Winners in each category below.

 

THE  B2B BANK AWARD FOR MULTI-SERVICE ADVISOR OF THE YEAR AWARD

 

David Little – Director, Private Client Group, Senior Advisor at Hollis Wealth/Little Wealth Management Group

Kevin Hegedus CFP, CIM – Portfolio Manager at Prairie Wealth Management of Hollis Wealth, a division of Scotia Capital Inc. - WINNER

Ludovic Siouffi – Investment & Insurance Advisor at Canaccord Genuity Wealth Management

Paul Butchard – Financial Consultant/Advisor at Investors Group Financial Services

Rhonda Sherwood – Independent Financial Advisor

David Christianson RFP, CFP, TEP, CIM – Senior Investment Advisor at Christianson Wealth Advisors at National Bank Financial

Sean Baylis – Investment Advisor at RBC Dominion Securities

Sterling Rampel CFP, CLU, TEP – Wealth and Estate Planning Specialist at Future Values Inc.

Kyle Richie – Senior Executive Consultant at Kyle Richie-Investors Group

Debbie E. Hartzman CFP, CLU, CDFA, TEP – Advisor at Professional Investments 

 

 

THE TRSB AWARD FOR ADVERTISING CAMPAIGN OF THE YEAR

 

The Empire Life Insurance Company - Emblem Campaign - WINNER

Dynamic Funds - We are always active

Mackenzie Investments – five star performance

RBC Global Asset Management –  ETF Campaign  

CIBC Asset Management / Renaissance Investments  - Downswings

Sprott Asset Management – IFC - (download Dennis strategy paper )

The Vanguard Group – 3% campaign

Invesco Canada’s PowerShares – Smarter is better campaign

 

 

THE VANTAGE ASSET MANAGEMENT AWARD FOR BEST PRACTICE INDIVIDUAL OFFICE (25 STAFF OR LESS)

 

Ross Allan – Owner at Allan Financial - WINNER

Rona Birenbaum – Financial  Planner/Owner at Caring for Clients

Dennis Crawford – Senior Financial Advisor at Crawford Financial Services Corp / Desjardins Financial Security Independent Network

Trudy Butt – Executive Financial Consultant at Trudy Butt & Associates Private Wealth Management

Lance Howard – Financial Advisor at The Lance Howard Group

Diane McCurdy - CEO at McCurdy Financial Planning

Polson Bourbonniere – Owner at Polson Bourbonniere Financial

Rob McClelland, RFP, CFP, HBA –  Vice President/Founder of The McClelland Financial Group of Assante Capital Management Ltd.

 

 

THE NEST WEALTH AWARD FOR BUSINESS DEVELOPMENT MANAGER/WHOLESALER OF THE YEAR

 

Craig Koenig – Vice President at CI Investments

Coby Bucci - Vice President, Sales at NEI Investments

Jack Slusarczyk – Wholesaler at Excel Funds Management Inc.

Warren Miles-Pickup – Wholesaler at Sun Life Financial

Greg Lagasse – Wholesaler at EdgePoint Wealth Management - WINNER

Alain Desbiens – Vice President, at BMO Global Asset Management - BMO ETF

Philip Douglas – Vice President, Business Development at Horizons Exchange Traded Funds

Mark Bourgeois - District Vice President at Fidelity Investments

 

 

THE NATIONAL BANK FINANCIAL AWARD FOR COMMUNITY SERVICE EFFORT OF THE YEAR 

 

Rhonda Sherwood – Independent Financial Advisor

Gerald Perron – Associate Portfolio Manager at BMO Nesbitt Burns

Daniel Frost – Financial Advisor at The Frost Group at Raymond James Ltd.

Jay Nash – Investment Advisor, Portfolio Manager, Senior VP at National Bank Financial

Debra and Tom Wooding – Vice President, Portfolio Manager, Investment Advisor at The Wooding Group, CIBC Wood Gundy

Robert Redman – Senior Investment Advisor at Holliswealth, a division of Scotia Capital Inc.- WINNER

Philanthropy and Sponsorship Team at Sun Life Financial

 

 

THE INVESTMENT PLANNING COUNSEL OF CANADA AWARD FOR DIGITAL INNOVATION & MARKETING OF THE YEAR

 

Randy Cass – CEO, Founder, Portfolio Manager at Nest Wealth

Desmond Chow – Senior Financial Advisor at ATB Securities Inc.

Patti-Jo Wiese – Marketing Business Strategist at Allan Financial

Peter Katevatis – Senior Investment Advisor at Canaccord Genuity Wealth Management

Shannon Lee Simmons – Founder and CEO of New School of Finance - WINNER

Tea Nicola – Co-Founder and CEO at Wealth Bar

 

 

THE EQUISOFT AWARD FOR FUND PROVIDER OF THE YEAR

 

Manulife Investments

Dynamic Funds

Edgepoint Wealth Management

Invesco Canada Ltd

CI Investments

BlackRock/ iShares - WINNER

 

 

THE CANADIAN SECURITIES INSTITUTE  NEWCOMER ADVISOR OF THE YEAR AWARD

 

Alexander Massouras – Investment Advisor at RBC DS

Andrew Oproiu – Financial Advisor at Nour Private Wealth at Manulife Securities - WINNER

Reez Sajan – Senior Financial Advisor at CIBC Investor Services Inc.

Sean Mikucki – Associate Wealth Advisor at National Bank Financial

Daniel Frost – Financial Advisor at The Frost Group - Raymond James Ltd.

Francis Vinet – Investment Advisor at National Bank Financial

Justin Lim – Investment Advisor at Echelon Wealth Partners

 

 

THE EMPIRE LIFE AWARD FOR OUTSTANDING ADVISOR INSURANCE CHANNEL OF THE YEAR

 

Jason Pereira – Senior Financial Consultant at Woodgate Financial Inc./IPC Securities Corp. - WINNER

Asher Tward - VP, Estate Planning at Tridelta Financial

Dina Isabel - Financial Security Advisor and Senior Associate Manager at Maia and Associates

James Britton – Financial Advisor at WCBG

Nelson Simoes – President and Certified Financial Planner at WealthSense Financial Group Inc.

Yan Yu – President of Swift Financial Solutions Corp. (subsidiary of Sun Life Financial)

Sterling Rampel CFP, CLU, TEP – Wealth and Estate Planning Specialist at Future Values Inc.

 

 

THE NEI INVESTMENTS AWARD FOR RESPONSIBLE INVESTING

 

Aaron Ruston – Financial Security Advisor at Purposed Financial Corporation

Ross Campbell – Senior Financial Advisor at Assante Capital Management Inc.

Christine Hughes – President and Chief Investment Strategist at Otterwood Capital Management

Ryan Colwell – Financial Planner at C & C Planning Group/IPC Investment Corporation - WINNER

Stephen Whipp – Managing Director of Responsible Asset Management and Investment advisor at Stephen Whipp Financial, Wolverton Securities Ltd.

 

 

THE ISHARES BY BLACKROCK AWARD FOR PORTFOLIO/DISCRETIONARY MANAGER OF THE YEAR

 

Arthur Salzer – CEO at Northland Wealth Management - WINNER

Chad Larson - Senior Vice President, Portfolio Manager at National Bank Financial

Christian Gendron - Portfolio Manager and Financial Planner at Gendron Team and BMO Nesbitt Burns

Kash Pashootan - SVP & Portfolio Manager at First Avenue Advisory of Raymond James Ltd.

Paul Green – Portfolio Manager at Green Private Wealth Counsel

Susyn Wagner - VP, Portfolio Manager at CIBC Wood Gundy

Thane Stenner CIM, FCSI - Director of Wealth Management and Portfolio Manager   at StennerZohny Investment Partners+

Francis Sabourin BA, PI - Director, Wealth Management and Portfolio Manager at Richardson GMP

 

 

THE CETFA AWARD FOR ETF CHAMPION OF THE YEAR

 

Brent Vandermeer – Portfolio Manager at Vandermeer Wealth Management, Holliswealth (a division of Scotia Capital Inc.)- WINNER

Justin Bender - Portfolio Manager at PWL Capital Inc.

Mark Yamada - President & CEO - PUR Investing Inc.

Martin-Charles Plouffe - Portfolio Manager at National Bank Financial

Robert Sewell - Chief Executive Officer at Bellweather Investment Management

 

 

THE EXCEL FUNDS AWARD FOR OUTSTANDING GLOBAL ADVISOR OF THE YEAR

 

Atul Prakash - Financial Guide & Navigator at SHOPP FINANCE

David Esch - Portfolio Manager at National Bank Financial Wealth Management

Dan Noonan - Investment Advisor at Argosy Securities

Francis Sabourin BA, PI - Director, Wealth Management and Portfolio Manager at Richardson GMP - WINNER

Frencho Rampersaud - Financial Advisor/Broker at WealthDejavu

Dr Randall Larsen - Senior Finacial Advisor at Assante Wealth Management

 

 

THE FUNDSERV AWARD FOR ADVISOR NETWORK/ BROKER / DEALER OF THE YEAR

 

ScotiaMcLeod/Scotia Wealth Management

Investment Planning Counsel - WINNER

Mandeville Private Client Inc

HollisWealth

Assante Wealth Management

 

 

THE HORIZONS ETFS AWARD FOR YOUNG GUN ADVISOR OF THE YEAR

 

Adam Schacter - Financial Advisor at Mandeville Private Client Inc.

Adrian LeRoy - Financial Advisor at The LeRoy Group at Investment Planning Counsel

Christopher LeRoy - Senior Wealth Advisor at Scotia Wealth Management

Elie Nour - Senior Investment Advisor at Nour Private Wealth @ Manulife Securities

Eric Davis - Vice President, Portfolio Manager & Investment Advisor at TD Wealth

Rosemary Horwood - Vice President, Investment Advisor at Rosemary Horwood Wealth, Richardson GMP - WINNER

Stephen Tate - Financial Planner, President at Tate Financial/Investia Financial Services

 

 

THE INVESCO CANADA LIFETIME ACHIEVEMENT AWARD

DOUG MACDONALD, MACDONALD, SHYMKO & COMPANY LTD - RECIPIENT

 

 

THE MANDEVILLE PRIVATE CLIENT AWARD FOR ADVISOR OF THE YEAR

 

Arthur Salzer – CEO at Northland Wealth Management

Daniel Girard – Investment Advisor at Girard, Pilkey & Associates Wealth Management - CIBC Wood Gundy

Don Emond - Senior Financial Advisor at Assante Wealth Management

Gina Macdonald – Financial Advisor at Macdonald, Shymko & Company Ltd.

Thane Stenner CIM, FCSI - Director, Wealth Management, Portfolio Manager at StennerZohny Investment Partners+

William Vastis - Wealth Advisor and Portfolio Manager at RBC Dominion Securities - WINNER

 

 

THE RADIUS FINANCIAL EDUCATION AWARD FOR OUTSTANDING INDUSTRY SERVICE PROVIDER OF THE YEAR

 

StickyAdvisor 

Canadian Securities Institute

Equisoft - WINNER

Fundserv

Iress Market Technology

Wickware Communications

 TRSB (Translation/Localization)

 

 

THE SPROTT ASSET MANAGEMENT AWARD FOR BEST ADVISOR - ALTERNATIVE SOLUTIONS

 

Arthur Salzer – CEO at Northland Wealth Management

Erfan E. Youssef - Investment Advisor at National Bank Financial

Lorne Zeiler, CFA, MBA - VP, Portfolio Manager at TriDelta Investment Counsel

Wenbo Zhang - EMD dealing representative at Pinnacle Wealth Brokers

Jesse Kaufman CAIA®,CIM®, FCSI®- Vice President, Portfolio Manager, Investment Advisor at The Seidman Kaufman Group at Richardson GMP Ltd. - WINNER

Chad Larson - Senior Vice President, Portfolio Manager at National Bank Financial

Faisal Karmali and Team - Portfolio Manager at Popowich Karmali Advisory Group, CIBC Wood Gundy

 

 

THE VISION SYSTEMS AWARD FOR ENGAGEMENT, LOYALTY AND CLIENT CARE

 

Greg Milley -Director,Private Client Group, Senior Investment Advisor at HollisWealth, Scotia Capital Inc.

Jason Nagel - Director of Advanced Planning at Three60 Wealth & Estate Solutions Inc.

Rod Tyler – President at The Tyler Group

Dora L. So - Peak Investment Services Inc. (Dealer Firm), Toronto First Branch (Dealer Branch Office), iAnchor Group (Personal Insurance Agency)

Julia Chung - Founder, CEO, and Chief Financial Planner at JYC Financial

Chris Lennox CPA, CGA – President at Lennox Financial Group Inc.

Jennifer Black & Janet Baccarani - Financial Planners at Dedicated Financial Solutions - Mandeville Private Client - WINNER

Robert Roby - Senior Wealth Advisor at IPC Securities ATT: Family Tree Wealth Management

 

2017 WP PARTNERS


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