Go Virtual At The Revamped Wealth Professional Awards



June 2-3, 2021
12:00 P.M. EST

Last year the Wealth Professional Awards brought together over 700 wealth professionals from across the nation for an all-new virtual awards experience.

On its 7th year, we’re ready to do it all over again and continue our long-standing tradition of celebrating excellence,
now bigger, better and taking place across two days at the virtual Wealth Professional Awards on June 2-3.

This unmissable event will feature the highly anticipated winner announcements, hosted by CBC news anchor Suhana Meharchand. By popular demand, we’re also bringing back live virtual panels featuring some of finalists, who will be sharing their inspiring insights, best practices and success stories. This is an unparalleled opportunity to go behind the scenes and engage with the industry’s best.

The virtual platform also offers a live chat option and a peer-matching function, allowing you to network and reconnect with your peers and the wider wealth industry.

So don’t miss out. Be sure to join us on June 2 and 3 at 12 noon EST as we bring the celebration of the year directly to you – wherever you are.



What’s Happening On The Day


At the virtual Wealth Professional Awards 2021, you’ll be able to:

Catch the exclusive stream of the winner announcements hosted by CBC news anchor Suhana Meharchand

Show your industry spirit and support the 200-plus outstanding finalists

Join live virtual panels featuring some of the finalists, who will be sharing their inspiring insights, best practices and success stories

Network and reconnect with your peers in the wealth industry with our live chat and a peer-matching function

Agenda

Day 1

TIME LOCATION ACTIVITY SPONSOR
12:00 PM MAIN STAGE

OPENING REMARKS


Host:

 

Suhana Meharchand

12:10 PM SESSION ROOM

Reshaping the mold: What it will take for the next-gen advisor to thrive in this industry


Join some of the industry’s rising leaders as they uncover the innovative business development and client relationship strategies that have enabled them to achieve rapid growth in book volume and revenue.


Moderator:

 

Elie Nour

Elie Nour, CEO, Nour Private Wealth Inc.

 

12:50 PM SESSION ROOM

The rise of responsible investing: What’s in store for 2021 and beyond


Get the overview on the ever-evolving field of responsible investing from a panel of experts who will reveal how you and your clients can take part


Moderator:

 

David Rutherford

David Rutherford, Vice President, ESG Services, NEI Investments

 

1:30 PM SESSION ROOM

A growing appetite for alternative investment strategies


Hear expert guidance on the latest alternative investment opportunities and how to make it work for your portfolio.


Moderator:

 

Michael Baker

Michael Baker, Director, Sales, ICM

 

2:10 PM SESSION ROOM

The impact of COVID-19 on investors and financial literacy


Hear from this year’s financial literacy champion on how advisors can successfully educate, advocate, and support their clients and the future generation.


Moderator:

 

TChristina Ashmore

Christina Ashmore, Managing Director, IFSE Institute

 

2:50 PM SESSION ROOM

Diversifying your portfolio with exchange-traded derivatives


Hear from award-winning experts on the strategies required to successfully implement exchange-traded initiatives into your book of business and enhance the risk-adjusted returns of clients.


Moderator:

 

Richard Ho

Richard Ho, Head of Retail, Equity Derivatives

 

3:30 PM SESSION ROOM

A fresh perspective: Meet the Young Achievers of the Year


Hear from the best up-and-comers in the industry as they share their path to success, challenges facing young advisors and views on current industry issues.


Moderator:

 

Greg Pollock

Greg Pollock, President and CEO, Advocis

 

4:10 PM SESSION ROOM

The value of a holistic approach


Hear from an expert panel as they take a deep dive into the services and strategies needed for a truly holistic business approach – and discover how it can benefit you


Moderator:

 

Jennifer Sinopoli

Jennifer Sinopoli, SVP Head of Distribution, Central Canada

 

4:50 PM SESSION ROOM

How today’s leaders are redefining success and breaking new boundaries


Award winning career advice from female trailblazers


Moderator:

 

David Wysocki

David Wysocki, Vice President, National Sales, Harvest Portfolios Group Inc.

 

5:35 p.m. MAIN STAGE

AWARD PRESENTATIONS:


  • The Nour Private Wealth Award For Rising Star Advisor Of The Year
  • The NEI Investments Award For Advisor of the Year – Responsible Investments
  • The ICM Asset Management Award For Advisor of the Year, Alternative Investments
  • The IFSE Institute Award For Financial Literacy Champion
  • The TMX Group Award For Best Active Manager, Exchange Traded Derivatives
  • The Advocis Award For Young Achiever Of The Year
  • The CI GLobal Asset Management Award For Multi-Service Advisory Team of the Year
  • The Harvest Portfolios Award for Female Trailblazer of the Year
  • Digital Innovator of the Year
  • BDM/Wholesaler of the Year
  • Employer of Choice

Day 2


 

 

TIME LOCATION ACTIVITY SPONSOR
12:00 PM MAIN STAGE

OPENING REMARKS


Host:

 

Suhana Meharchand

12:10 PM SESSION ROOM

Building a strong and efficient team to withstand the test of time


Hear from award-winners on how they have built their business with expert teams, to offer clients well-rounded service


Moderator:

 

Liz Bouthillier

Liz Bouthillier, SVP, Sales, Franklin Templeton

 

12:50 PM SESSION ROOM

Award-winning career advice from the country’s top advisors in the new digital environment


Hear from award winning advisors as they reflect upon key victories in their journey to the top and the insights learned along the way.


Moderator:

 

Diana Oddi

Diana Oddi, Director, Marketing, Communications and Practice Management

 

1:30 PM SESSION ROOM

Defying all boundaries: How to build award-winning client retention and engagement strategies in a competitive virtual market


Hear from the some of the country’s best advisory teams as they discuss the innovative client strategies that have enabled them to achieve long-term sustainability and success.


Moderator:

 

Frédéric Poitras

Frédéric Poitras, Chief Retail Distribution Officer, AGF Investments Inc.

 

2:10 PM SESSION ROOM

How to build an award-winning advisor network in a virtual world


Hear from some the country’s top networks and brokerages as they discuss the ways they have set themselves apart, attracted top talent and developed an award-winning business.


Moderator:

 

Danielle Pears

Danielle Pears, Internal Business Development Manager

 

2:50 PM SESSION ROOM

A year later: The importance of philanthropy and community service in a COVID era


Hear from award winning advisors on how their contributions, leadership and support has made a significant positive impact on philanthropic causes as well as their brand and businesses.


Moderator:

 

Ann Felske-Jackman

Ann Felske-Jackman, Principal, Branch Team Performance, Edward Jones Canada

 

3:30 PM SESSION ROOM

The future of Wealth Management: The CEO Roundtable


 


Moderator:

 

Doug Kenny

Chris Pitts, Asset & Wealth Management Advisory Lead, PwC Canada

 

4:10 PM SESSION ROOM

Investing for the future: strategies to diversify your portfolio


Hear from the country’s top portfolio managers as they discuss their leading investment strategies, the changes they foresee for the industry and the qualities they believe every portfolio manager should have.


Moderator:

 

Agostino Tuzi

Jason Jogia, Chief Investment Officer, Avenue Living Asset Management

 

4:50 p.m. SESSION ROOM

Defying all boundaries: How to build award-winning client retention and engagement strategies in a competitive market


Hear from the country’s top brokerages (with fewer than 10 staff), as they discuss proven tips for building and managing a growing business and how they have found success and built strong client relationships in such a competitive market.


Moderator:

 

Kevin Fettig

Kevin Fettig, President, CMI Financial Group

 

5:35 p.m. MAIN STAGE

AWARD PRESENTATIONS:


  • The Frankin Templeton Award for Advisory Team of the Year (10 Staff or More)
  • The Mandeville Private Client Award for Canadian Advisor of the Year
  • AGF Award for Engagement, Loyalty, and Client Care
  • The Equitable Bank Award for Multi-Office Advisor Network/Brokerage of the Year
  • The Edward Jones Award for Excellence in Philanthropy and Community Service
  • The Avenue Living Asset Management Award for Portfolio/Discretionary Manager of the Year
  • The CMI Mortgage Investments Award for Advisory Team of the Year (Fewer than 10 Staff)
  • Fund Provider of the Year
  • CEO Of the Year
  • WP Readers' Choice Award for Best Service Provider
  • ETF Champion of the Year
  • Lifetime Achievement in the Financial Planning Industry

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Special thanks to our sponsors

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