The goal of financial literacy is to empower Canadians with the knowledge, skills, and confidence to make informed financial decisions.


This award will recognize a truly exceptional financial advisor who has demonstrated leadership and commitment to bettering the lives of individuals and families by promoting financial literacy and actively working to educate members of their community. Nominees should be involved in a financial literacy initiative that engages their audience and inspires them to take positive action towards their own financial well-being. This individual commits their time, financial support, and/or resources to improving the lives of Canadians through educating adults, seniors, or children.


It can be in any format: classroom training, workshop, game, or mobile app. The goal should be to facilitate better outcomes for those participating.


Finalists will be invited to provide supporting documentation for submission to the WPA judging panel.


When judging this category, the following criteria will be considered:


  •   open to financial advisors only (can be any type of securities dealer or life insurance agent)
  •   must be involved in a financial literacy initiative in any format (e.g. classroom training, workshop, game, mobile app)
  •   contribution to financial literacy initiative
  •   commitment to lifelong learning by furthering their financial knowledge through formal education programs



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