2016 Winners & Finalists
Please find the full list of finalists and winners (in bold) in each category below.
THE B2B BANK AWARD FOR MULTI-SERVICE ADVISOR OF THE YEAR AWARD
David Little – Director, Private Client Group, Senior Advisor at Hollis Wealth/Little Wealth Management Group
Kevin Hegedus, CFP, CIM – Portfolio Manager, Prairie Wealth Management of Hollis Wealth, a division of Scotia Capital Inc. - WINNER
Ludovic Siouffi – Investment & Insurance Advisor at Canaccord Genuity Wealth Management
Paul Butchard – Financial Consultant/Advisor at Investors Group Financial Services
Rhonda Sherwood – Independent Financial Advisor
David Christianson RFP, CFP, TEP, CIM – Senior Investment Advisor at Christianson Wealth Advisors at National Bank Financial
Sean Baylis – Investment Advisor at RBC Dominion Securities
Sterling Rampel CFP, CLU, TEP – Wealth and Estate Planning Specialist at Future Values Inc.
Kyle Richie – Senior Executive Consultant at Kyle Richie-Investors Group
Debbie E. Hartzman CFP, CLU, CDFA, TEP – Advisor at Professional Investments
THE TRSB AWARD FOR ADVERTISING CAMPAIGN OF THE YEAR
The Empire Life Insurance Company - "Emblem" Campaign - WINNER
Dynamic Funds - We are always active
Mackenzie Investments – five star performance
RBC Global Asset Management – ETF Campaign
CIBC Asset Management / Renaissance Investments - Downswings
Sprott Asset Management – IFC - (download Dennis strategy paper )
The Vanguard Group – 3% campaign
Invesco Canada’s PowerShares – Smarter is better campaign
THE VANTAGE ASSET MANAGEMENT AWARD FOR BEST PRACTICE INDIVIDUAL OFFICE (25 STAFF OR LESS)
Ross Allan – Owner, Allan Financial - WINNER
Rona Birenbaum – Financial Planner/Owner at Caring for Clients
Dennis Crawford – Senior Financial Advisor at Crawford Financial Services Corp / Desjardins Financial Security Independent Network
Trudy Butt – Executive Financial Consultant at Trudy Butt & Associates Private Wealth Management
Lance Howard – Financial Advisor at The Lance Howard Group
Diane McCurdy - CEO at McCurdy Financial Planning
Polson Bourbonniere – Owner at Polson Bourbonniere Financial
Rob McClelland, RFP, CFP, HBA – Vice President/Founder of The McClelland Financial Group of Assante Capital Management Ltd.
THE NEST WEALTH AWARD FOR BUSINESS DEVELOPMENT MANAGER/WHOLESALER OF THE YEAR
Craig Koenig – Vice President at CI Investments
Coby Bucci - Vice President, Sales at NEI Investments
Jack Slusarczyk – Wholesaler at Excel Funds Management Inc.
Warren Miles-Pickup – Wholesaler at Sun Life Financial
Greg Lagasse – Wholesaler, EdgePoint Wealth Management - WINNER
Alain Desbiens – Vice President, at BMO Global Asset Management - BMO ETF
Philip Douglas – Vice President, Business Development at Horizons Exchange Traded Funds
Mark Bourgeois - District Vice President at Fidelity Investments
THE NATIONAL BANK FINANCIAL AWARD FOR COMMUNITY SERVICE EFFORT OF THE YEAR
Rhonda Sherwood – Independent Financial Advisor
Gerald Perron – Associate Portfolio Manager at BMO Nesbitt Burns
Daniel Frost – Financial Advisor at The Frost Group at Raymond James Ltd.
Jay Nash – Investment Advisor, Portfolio Manager, Senior VP at National Bank Financial
Debra and Tom Wooding – Vice President, Portfolio Manager, Investment Advisor at The Wooding Group, CIBC Wood Gundy
Robert Redman – Senior Investment Advisor, Holliswealth (a division of Scotia Capital Inc.) - WINNER
Philanthropy and Sponsorship Team at Sun Life Financial
THE INVESTMENT PLANNING COUNSEL OF CANADA AWARD FOR DIGITAL INNOVATION & MARKETING OF THE YEAR
Randy Cass – CEO, Founder, Portfolio Manager at Nest Wealth
Desmond Chow – Senior Financial Advisor at ATB Securities Inc.
Patti-Jo Wiese – Marketing Business Strategist at Allan Financial
Peter Katevatis – Senior Investment Advisor at Canaccord Genuity Wealth Management
Shannon Lee Simmons – Founder and CEO, New School of Finance - WINNER
Tea Nicola – Co-Founder and CEO at Wealth Bar
THE EQUISOFT AWARD FOR FUND PROVIDER OF THE YEAR
Manulife Investments
Dynamic Funds
Edgepoint Wealth Management
Invesco Canada Ltd
CI Investments
iShares by Blackrock - WINNER
THE CANADIAN SECURITIES INSTITUTE NEWCOMER ADVISOR OF THE YEAR AWARD
Alexander Massouras – Investment Advisor at RBC DS
Andrew Oproiu – Financial Advisor, Nour Private Wealth, Manulife Securities - WINNER
Reez Sajan – Senior Financial Advisor at CIBC Investor Services Inc.
Sean Mikucki – Associate Wealth Advisor at National Bank Financial
Daniel Frost – Financial Advisor at The Frost Group - Raymond James Ltd.
Francis Vinet – Investment Advisor at National Bank Financial
Justin Lim – Investment Advisor at Echelon Wealth Partners
THE EMPIRE LIFE AWARD FOR OUTSTANDING ADVISOR INSURANCE CHANNEL OF THE YEAR
Jason Pereira – Senior Financial Consultant, Woodgate Financial Inc./IPC Securities Corp. - WINNER
Asher Tward - VP, Estate Planning at Tridelta Financial
Dina Isabel - Financial Security Advisor and Senior Associate Manager at Maia and Associates
James Britton – Financial Advisor at WCBG
Nelson Simoes – President and Certified Financial Planner at WealthSense Financial Group Inc.
Yan Yu – President of Swift Financial Solutions Corp. (subsidiary of Sun Life Financial)
Sterling Rampel CFP, CLU, TEP – Wealth and Estate Planning Specialist at Future Values Inc.
THE NEI INVESTMENTS AWARD FOR RESPONSIBLE INVESTING
Aaron Ruston – Financial Security Advisor at Purposed Financial Corporation
Ross Campbell – Senior Financial Advisor at Assante Capital Management Inc.
Christine Hughes – President and Chief Investment Strategist at Otterwood Capital Management
Ryan Colwell – Financial Planner, C&C Planning Group/IPC Investment Corporation - WINNER
Stephen Whipp – Managing Director of Responsible Asset Management and Investment advisor at Stephen Whipp Financial, Wolverton Securities Ltd.
THE ISHARES BY BLACKROCK AWARD FOR PORTFOLIO/DISCRETIONARY MANAGER OF THE YEAR
Arthur Salzer – CEO, Northland Wealth Management - WINNER
Chad Larson - Senior Vice President, Portfolio Manager at National Bank Financial
Christian Gendron - Portfolio Manager and Financial Planner at Gendron Team and BMO Nesbitt Burns
Kash Pashootan - SVP & Portfolio Manager at First Avenue Advisory of Raymond James Ltd.
Paul Green – Portfolio Manager at Green Private Wealth Counsel
Susyn Wagner - VP, Portfolio Manager at CIBC Wood Gundy
Thane Stenner CIM, FCSI - Director of Wealth Management and Portfolio Manager at StennerZohny Investment Partners+
Francis Sabourin BA, PI - Director, Wealth Management and Portfolio Manager at Richardson GMP
THE CETFA AWARD FOR ETF CHAMPION OF THE YEAR
Brent Vandermeer – Portfolio Manager, Vandermeer Wealth Management, Holliswealth (a division of Scotia Capital Inc.)- WINNER
Justin Bender - Portfolio Manager at PWL Capital Inc.
Mark Yamada - President & CEO - PUR Investing Inc.
Martin-Charles Plouffe - Portfolio Manager at National Bank Financial
Robert Sewell - Chief Executive Officer at Bellweather Investment Management
THE EXCEL FUNDS AWARD FOR OUTSTANDING GLOBAL ADVISOR OF THE YEAR
Atul Prakash - Financial Guide & Navigator at SHOPP FINANCE
David Esch - Portfolio Manager at National Bank Financial Wealth Management
Dan Noonan - Investment Advisor at Argosy Securities
Francis Sabourin BA, PI - Director, Wealth Management and Portfolio Manager, Richardson GMP - WINNER
Frencho Rampersaud - Financial Advisor/Broker at WealthDejavu
Dr Randall Larsen - Senior Finacial Advisor at Assante Wealth Management
THE FUNDSERV AWARD FOR ADVISOR NETWORK/ BROKER / DEALER OF THE YEAR
ScotiaMcLeod/Scotia Wealth Management
Investment Planning Counsel - WINNER
Mandeville Private Client Inc
HollisWealth
Assante Wealth Management
THE HORIZONS ETFS AWARD FOR YOUNG GUN ADVISOR OF THE YEAR
Adam Schacter - Financial Advisor at Mandeville Private Client Inc.
Adrian LeRoy - Financial Advisor at The LeRoy Group at Investment Planning Counsel
Christopher LeRoy - Senior Wealth Advisor at Scotia Wealth Management
Elie Nour - Senior Investment Advisor at Nour Private Wealth @ Manulife Securities
Eric Davis - Vice President, Portfolio Manager & Investment Advisor at TD Wealth
Rosemary Horwood - Vice President, Investment Advisor, Rosemary Horwood Wealth, Richardson GMP - WINNER
Stephen Tate - Financial Planner, President at Tate Financial/Investia Financial Services
THE INVESCO CANADA LIFETIME ACHIEVEMENT AWARD
Doug Macdonald, Macdonald, Shymko & Company Ltd. - RECIPIENT
THE MANDEVILLE PRIVATE CLIENT AWARD FOR ADVISOR OF THE YEAR
Arthur Salzer – CEO at Northland Wealth Management
Daniel Girard – Investment Advisor at Girard, Pilkey & Associates Wealth Management - CIBC Wood Gundy
Don Emond - Senior Financial Advisor at Assante Wealth Management
Gina Macdonald – Financial Advisor at Macdonald, Shymko & Company Ltd.
Thane Stenner CIM, FCSI - Director, Wealth Management, Portfolio Manager at StennerZohny Investment Partners+
William Vastis - Wealth Advisor and Portfolio Manager, RBC Dominion Securities - WINNER
THE RADIUS FINANCIAL EDUCATION AWARD FOR OUTSTANDING INDUSTRY SERVICE PROVIDER OF THE YEAR
StickyAdvisor
Canadian Securities Institute
EquiSoft - WINNER
Fundserv
Iress Market Technology
Wickware Communications
TRSB (Translation/Localization)
THE SPROTT ASSET MANAGEMENT AWARD FOR BEST ADVISOR - ALTERNATIVE SOLUTIONS
Arthur Salzer – CEO at Northland Wealth Management
Erfan E. Youssef - Investment Advisor at National Bank Financial
Lorne Zeiler, CFA, MBA - VP, Portfolio Manager at TriDelta Investment Counsel
Wenbo Zhang - EMD dealing representative at Pinnacle Wealth Brokers
Jesse Kaufman CAIA®,CIM®, FCSI®- Vice President, Portfolio Manager, Investment Advisor, The Seidman Kaufman Group, Richardson GMP Ltd. - WINNER
Chad Larson - Senior Vice President, Portfolio Manager at National Bank Financial
Faisal Karmali and Team - Portfolio Manager at Popowich Karmali Advisory Group, CIBC Wood Gundy
THE VISION SYSTEMS AWARD FOR ENGAGEMENT, LOYALTY AND CLIENT CARE
Greg Milley -Director,Private Client Group, Senior Investment Advisor at HollisWealth, Scotia Capital Inc.
Jason Nagel - Director of Advanced Planning at Three60 Wealth & Estate Solutions Inc.
Rod Tyler – President at The Tyler Group
Dora L. So - Peak Investment Services Inc. (Dealer Firm), Toronto First Branch (Dealer Branch Office), iAnchor Group (Personal Insurance Agency)
Julia Chung - Founder, CEO, and Chief Financial Planner at JYC Financial
Chris Lennox CPA, CGA – President at Lennox Financial Group Inc.
Jennifer Black & Janet Baccarani - Financial Planner for Dedicated Financial Solutions, Mandeville Private Client - WINNER
Robert Roby - Senior Wealth Advisor at IPC Securities ATT: Family Tree Wealth Management
