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2017 Finalists


 

The Invesco Canada Award For Lifetime Achievement

  • David Little, Little Wealth Management Group of HollisWealth - Winner

 

 

The AGF Award For Engagement, Loyalty and Customer Care

  • Chris Lennox - President at Lennox Financial Group Inc.
  • 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
    Julia Chung - Co-Founder and Senior Financial Planner at Spring Financial Planning
    Kevin Daley - Senior Vice-President and Investment Advisor at TD Wealth
    Melanie Gotts - Investment Advisor at BMO Nesbitt Burns - Winner
    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 EquiSoft Award For Fund Provider Of The Year

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

 

 

The Excel Funds Award For Global Advisor Of The Year

  • David Esch - Portfolio Manager at The David Esch Wealth Management Group of National Bank Financial Wealth Management
    Francis Sabourin - Director and Portfolio Manager at Richardson GMP Ltd. - Winner
    Frencho Rampersaud - Financial Advisor and Broker at WealthDejavu
    Michael Kuzik - Investment Advisor at RBC Dominion Securities
    Raymond Choo - Senior Wealth Advisor at HollisWealth
    Stella Ng - Senior Wealth Advisor at Scotia Wealth Management
    Walter Flores - Senior Investment Advisor at Scotia Wealth Management

 

 

The First Trust Award For Young Gun Of The Year

  • Aaron Hector - Vice President and Wealth Advisor at Doherty & Bryant Financial Strategists of T.E. Wealth
    Adam Schacter - Financial Advisor at Mandeville Private Client Inc.
    Benjamin Waite - Investment Advisor at Your Investment Manager of PEAK Securities Inc.
    Cory Garlock - Investment Advisor at TD Wealth Private Investment Advice
    George Halkidis - Associate Investment Advisor at Richardson GMP
    Jason Pereira - Senior Financial Consultant at Woodgate Financial Inc. at IPC Securities Corporation
    Millicent Hicks - Wealth Advisor at ScotiaMcLeod of Scotiabank Wealth Management - Winner
    Simon Partington - Director, Wealth Management and Portfolio Manager at Richardson GMP Ltd.
    Thomas Cook – Principal and Financial Advisor at Affinity Financial Group; Investment Advisor at Affinity Securities/Worldsource Securities Inc.

 

 

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

  • De Thomas Wealth Management
    Manulife Securities (Laval Office)
    Northland Wealth Management
    Polson Bourbonniere Financial of HollisWealth - Winner
    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 Inc. - Winner
    Manulife Securities

 

 

The Horizons ETFs Award For ETF Champion Of The Year

  • Benjamin Waite - Investment Advisor at Your Investment Manager of PEAK Securities Inc.
    Dan Bortolotti - Associate Portfolio Manager at PWL Capital - Winner
    Guy Lalonde and Christian Lamarre - Portfolio Managers at National Bank Financial
    Shafik Hirani - Senior Investment Advisor at Aligned Capital Partners Inc.
    Tyler Mordy - President and CIO at Forstrong Global Asset Management Inc.

 

 

The iShares By Blackrock Award For Portfolio/Discretionary Manager Of The Year

  • Arthur Salzer - Chief Executive Officer and Chief Investment Officer at Northland Wealth Management
    Brian Jones - Vice President, Portfolio Manager, & Investment Advisor at TD Wealth Private Investment Advice
    Francis Sabourin - Portfolio Manager at Richardson GMP
    François Tetu - Vice-President and Portfolio Manager at RBC Dominion Securities - Winner
    Ken MacNeal - Portfolio Manager at Richardson GMP Ltd.
    Martin-Charles Plouffe - Portfolio Manager and Wealth Management Advisor at National Bank Financial
    Neil McIver - Director, Wealth Management and Portfolio Manager at Richardson GMP Ltd.
    Susyn Wagner - Vice-President and Portfolio Manager at CIBC Wood Gundy
    Wolfgang Klein - Portfolio Manager, SVP and Senior Investment Advisor at Canaccord Genuity Wealth Management

 

 

The Mandeville Private Client Inc. Award For Advisor Of The Year

  • AJ Chase - Associate Portfolio Manager and Senior Wealth Advisor at AJ Chase Financial Group at ScotiaMcLeod
    Chad Larson - Senior Vice-President and Portfolio Manager at MLD Wealth Management Group of National Bank Financial
    David Babbitt - SVP, Investment Advisor and Portfolio Manager at CIBC Wood Gundy
    David Little - Senior Investment Advisor and Director at Little Wealth Management Group of HollisWealth
    Elie Nour - Senior Investment Advisor at Nour Private Wealth of Manulife Securities
    Kyle Richie - Senior Consultant at Richie Group Wealth Management of Investors Group
    Mark McNulty - Director at McNulty Group of HollisWealth - Winner
    William Vastis - Wealth Advisor and Director at The William Vastis Wealth Management Group of RBC Wealth Management

 

 

The National Bank Financial Award For Philanthropy And Community Service

  • Aaron Ruston - Financial Advisor at Purposed Financial
    Drew Abbott - Senior Vice-President at TD Wealth
    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 - Winner
    Sean Baylis - Associate Portfolio Manager at RBC Dominion Securities

 

 

The Natixis Global Asset Management Award For Advisor Rising Star Of The Year

  • Alexander Massouras - Advisor at The Alexander Massouras Wealth Management Group
    Andrew Oproiu - Financial Advisor at Manulife Securities Inc.
    Lakshmi Pillai - Investment Advisor at Manulife Securities Inc.
    Rosemary Horwood - Vice President and Investment Advisor at Rosemary Horwood Wealth of Richardson GMP Limited - Winner
    Sean Mikucki - Associate Wealth Advisor at National Bank Financial
    Victor Kuntzevitsky - Senior Associate at Northland Wealth Management

 

 

The NEI Investments Award For Responsible Investing

  • Alicja Brown - Investment Advisor at Remy Brown Investment Group of CIBC Wood Gundy
    Aaron Ruston - Financial Advisor at Purposed Financial
    Ross Campbell - Senior Financial Planning Advisor at Assante Capital Management - Winner
    Ryan Colwell - Certified Financial Planner at IPC Investment Corporation
    Stephen Whipp - Investment Advisor at Stephen Whipp Financial of Leede Jones Gable Inc.

 

 

The Radius Financial Education Award For Service Provider Of The Year

  • Advicent
    Advisor Websites
    Blue ID
    Broadridge Financial Solutions
    Canadian Securities Institute
    EquiSoft
    Foran Financial Institute
    FundServ - Winner
    Kronos Technologies
    Maximizer CRM Wealth Manager
    NexJ Systems Inc.
    Qtrade Financial Group
    Sticky Advisor

 

 

The Sprott Asset Management Award For Best Advisor - Alternative Investments

  • Arthur Salzer - Chief Executive Officer and Chief Investment Officer at Northland Wealth Management
    Davis Zhang - Vice-President, Asian Division at Pinnacle Wealth Brokers
    Eric Roy - Dealing Representative at Pinnacle Wealth Brokers
    Ida Khajadourian - Director, Wealth Management and Portfolio Manager at Richardson GMP Ltd.
    Jesse Kaufman - VP, Portfolio Manager and Investment Advisor at The Seidman Kaufman Group of Richardson GMP Ltd. - Winner
    Kevin Algajer - Investment Advisor at BMO Nesbitt Burns
    Kevin Haakensen - Portfolio Manager at Prairie Wealth Management of HollisWealth

 

 

The TSX Award For Digital Innovation and Marketing

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

 

 

The Award for Advertising Campaign Of The Year 

  • Fidelity Investments, "Meet Will Danoff"
    iA Clarington Investments Inc., "Overcome Income Inertia"
    Invesco Canada, "Do you have access?"
    Mackenzie Investments, "Innovation Matters" - Winner
    RBC Global Asset Management, "Why Choose?"
    Sprott Assest Management, "Bonds Are Broken"
    Vanguard Investments Canada Inc., "We're In It Together"

 

 

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 - Winner

 

 

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

  • Caring For Clients - Winner
    Danielson Group Wealth Management of Assante Wealth Management
    Family Tree Wealth Management of IPC Securities Corporation
    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
  • Tina Tehranchian Team of Assante Capital Management Ltd.
    Western Canadian Brokerage Group

 

 

The Award For Multi-Service Advisor Of The Year

  • Andrew Ellis - Financial Advisor at Raymond James Ltd.
    Duane Francis - Portfolio Manager and Senior Financial Advisor at Mandeville Private Client Inc.
    Frank Danielson - Financial Planner at Danielson Group Wealth Management of Assante Capital Management Ltd.
    Gina Macdonald - Fee-Only Financial Planner & Portfolio Manager at Macdonald Shymko & Company Ltd.
    James Britton - Financial Advisor at Western Canadian Brokerage Group
    Janet Baccarani and Jennifer Black - Private Wealth Manager and Portfolio Manager at DFS Private Wealth - Winner
    Jason Nagel - Owner and Director of Advanced Planning at Three60 Wealth & Estate Solutions
    Lyle Rouleau - First Vice-President, Portfolio Manager at Rouleau Investment Group of CIBC Wood Gundy