Process


There are over 20 award categories designed to recognize excellence and highlight the outstanding achievements of those in the wealth management industry – including wealth professionals, financial advisors, advisory brokerages, fund providers, and more.

 

Online nominations will be open for 8 weeks. Upon close of nominations, the Wealth Professional Awards team will conduct research to verify nominations and select the finalists. Finalists will be notified and then announced on the event website and Wealth Professional magazine and online.

 

Finalists are invited to provide a detailed finalist submission, which asks for further information on their nomination. The finalist submission will be presented to the judging panel for winner selection, who will vote their winners according to the award criteria.

 

Winners will be revealed live at the annual Wealth Professional Awards gala, followed by a special winners coverage on Wealth Professional magazine and online.

 

A detailed step-by-step version of the process is as follows:

 

 

 

Step 1: Submitting a nomination

 

Nominations will be open from December 2, 2019 to February 25, 2020, midnight EST. Kindly submit your nomination via the Online Nomination Portal.

 

Each nomination entry requires the nominee’s contact details and a reason for nomination (under 300 words). To strengthen your nomination, the reason for nomination should encapsulate why the nominee deserves to be recognized in that award category according to the criteria. The reason for nomination is a major factor in the selection of finalists.

 

A nominator can enter a particular nominee in multiple categories. Several nominators can enter the same nominee in a category.

 

There is no cost to entering.

 

 

Step 2: Selecting the finalists

 

Upon close of nominations, the Wealth Professional Awards team will evaluate and verify the nominations. The team will also conduct research and draw on industry knowledge and information gained through supporting publication Wealth Professional to supplement nominations received..

 

Research and finalist selection usually takes 2-3 weeks depending on the number of nominations received. With the uptrend of number of nominations received every year, your patience is highly appreciated.

 

 

Step 3: Notifying the finalists

 

Selected finalists will receive an email entitled ‘Finalist Notification’ from the events team. Kindly ensure that our email domain ‘@keymedia.com’ is in your Safe Senders list to prevent emails from going to junk or spam.

 

The Finalist Notification email contains a unique link to the finalist submission. All finalists are invited to provide a detailed finalist submission, which asks for further information on their nomination and will be presented to the judging panel for winner selection. Please see ‘Step 4: Completing the finalist submission’ for more details on the finalist submission.

 

Following this notification, finalists will be announced on the event website and Wealth Professional magazine and online.

 

Finalists will also receive a promo pack containing promotional materials, which can be used on the finalist’s website, advertising, newsletters, social media, email signature, and more.

 

 

Step 4: Completing the finalist submission

 

All finalists are invited to provide a detailed finalist submission within 3-4 weeks of the finalist notification. The deadline for the finalist submission will be provided in the Finalist Notification email.

 

The finalist submission is a brief online questionnaire that asks for supporting information including further explanation and success metrics where applicable, based on the given criteria for the relevant award category.

 

All finalist submissions will be kept in strict confidence and are protected by the Non-Disclosure Agreement signed by all judges.

 

 

Step 5: Judging

 

The judging panel is a group of independent experts and specialists from within the industry.

 

The panel will assess the finalist submissions, then submit their votes based on the award criteria. The finalist submissions as they are submitted by the finalists are the only documentation provided to the panel.

 

The votes are fully independent and impartial and there is no deliberation in any category among judges.

 

 

STEP 6: Revealing the winners and celebrating industry excellence

 

Winners will be revealed live at the annual Wealth Professional Awards gala in Toronto, where each winner takes the stage to receive the trophy in front of 600 top professionals in the industry.

 

Those, including Finalists, who wish to attend the awards gala must reserve their table/seat/s via online registration or contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..

 

Attendees take this once-a-year opportunity to join a stellar community of high-performance financial advisors, senior-level wealth professionals, fund providers, and other finance professionals.

 

Expansive media coverage by Wealth Professional will make it a night for the books.

 

Special thanks to our sponsors

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