WHAT’S HAPPENING ON THE DAY


At the all-new virtual Wealth Professional Awards 2020 you’ll be able to:


Enjoy a live broadcast of the awards ceremony from anywhere


Show your support for industry excellence and the 200 outstanding finalists


Watch exclusive panel discussions with finalists and celebrate with this year’s winners


Engage with any guest, reconnect with your peers, and make new connections in live chatrooms


Join us in your best black tie with your beverage of choice, or simply come as you are!

Agenda

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12:00 p.m. MAIN STAGE

Opening remarks by host Mike Arsenault

12:10 p.m. SESSION ROOM A

How to build an award-winning advisor network


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 award-winning businesses.


SESSION ROOM B

Award-winning career advice from the country’s top advisors


Hear from award-winning advisors as they reflect on how they reached the top of their profession, the challenges they have faced, and what they learned along the way.


12:45 p.m. SESSION ROOM A

Award-winning career advice from female industry trailblazers


Award-winning leaders reflect on key victories in their journey to the top and the insights gained along the way.


SESSION ROOM B

The next gen advisor: Finding early success and what it takes to make it to the top


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.


1:20 p.m SESSION ROOM A

What’s in store for 2021? Leading investment strategies for the coming year


There is no one-size-fits-all approach, and some funds have fared better than others during the COVID-19 crisis. Award-winning fund providers explain their investment strategies to help you make better decisions.


SESSION ROOM B

Unlocking the value of philanthropy and community service


Award-winning advisors discuss how their contributions, leadership and support have made a significant positive impact on philanthropic causes as well as their brands and businesses.


1:55 p.m. SESSION ROOM A

The power of using exchange-traded derivatives in your portfolio


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


SESSION ROOM B

Developing strong teams for business success


Hear from award-winning advisory teams on how they rounded out their business and offer their clients a well-rounded service.


2:30 p.m. MAIN STAGE

Awards announcements:


  • Equitable Bank Award for Multi-Office Advisor Network/Brokerage of the Year
  • Mandeville Private Client Award for Canadian Advisor of the Year
  • Mackenzie Investments Award for Female Trailblazer of the Year
  • Nour Private Wealth Award for Rising Star Advisor of the Year
  • Equisoft Award for Fund Provider of the Year
  • Edward Jones Award for Excellence in Philanthropy and Community Service
  • TMX Group Award for Best Active Manager – Exchange-traded Derivatives
  • Franklin Templeton Award for Advisory Team of the Year (10 Staff or More)
2:40 p.m. SESSION ROOM A

Investing in the future: Educating clients and the next generation on financial literacy


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


SESSION ROOM B

Strategies for top portfolio managers


Leading portfolio managers discuss their investment strategies, the changes they foresee for the industry, and the qualities they believe every portfolio manager should have.


3:15 p.m. SESSION ROOM A

Meet the Young Achievers of the Year


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


SESSION ROOM B

Attract and keep your clients: How to build award-winning client retention and engagement strategies in a competitive market


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


3:50 p.m. SESSION ROOM A

Gaining an edge with alternatives: Award-winning insights on alternative investing


Many believe the 60/40 portfolio is a thing of the past, with alternatives having risen to become key diversifiers amid volatility. Hear experts discuss the latest alternative investment opportunities and how they can enhance your portfolio.


SESSION ROOM B

Incorporating technology and the future of financial advice


Leading innovators discuss the opportunities around client engagement, disruption, the digital experience, and simplifying your day-to-day tasks.


4:25 p.m. SESSION ROOM A

The future of Wealth Management: The CEO Roundtable


 


5:00 p.m. MAIN STAGE

Awards announcements:


  • IFSE Institute Award for Financial Literacy Champion
  • BlackRock Award for Portfolio/Discretionary Manager of the Year
  • Advocis Award for Young Achiever of the Year
  • The AGF Award for Engagement, Loyalty and Client Care
  • ICM Asset Management Award for Advisor of the Year – Alternative Investments
  • SIACharts Inc. Award for Digital Innovator of the Year
  • Award for Lifetime Achievement in the Wealth Industry
  • Advisory Team of the Year (Fewer than 10 Staff)
  • BDM/Wholesaler of the Year
  • The WP Readers' Choice Award for Service Provider of the Year
  • Employer of Choice
  • CEO of the Year
  • Advisor of the Year – Responsible Investments
  • ETF Champion of the Year
  • Multi-Service Advisory Team of the Year

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