THE CI INVESTMENTS AWARD FOR ADVISORY TEAM OF THE YEAR (FEWER THAN 10 STAFF)


 

Description

 

This award recognizes the most outstanding advisory team or office with fewer than 10 staff (including full-time equivalents, advisors and support staff) that has displayed excellence over the last 12 months. Eligible nominees are IIROC and IC advisory teams and independent offices/branches.

 

Advisory teams or offices may nominate themselves and the WPA team will also consider input from peers, partners, and clients. Extra weight will be placed on nominations that come from advisory networks or those in a position to assess an advisory team or office objectively.

 

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:

 

  • year over year AUM growth
  • employee value proposition (e.g. business development support, marketing support, education, training, philanthropy)
  • overall client service and relationship management
  • growth strategy
  • spirit of innovation with use of wealth technology and digital platform/tool/s
  • industry reputation

 

This award brought to you by:

 

ci investments v2 wpa partners

 

Nominate

Special thanks to our sponsors

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