2019 Finalists
We received a record number of nominations from all over the nation in our quest to find the industry’s most dedicated, diligent and diverse organizations, teams and professionals – and now it’s time to reveal the finalists of the 5th annual Wealth Professional Awards.
We would like to thank the wealth management and financial advisory community and our fantastic sponsors. Your support in the pursuit of excellence continues to make this event a huge yearly success.
Winners will be revealed at the awards gala on Thursday, May 30 at The Liberty Grand Toronto. Those who wish to witness the awards gala are urged to make a table reservation today or contact our dedicated events team at This email address is being protected from spambots. You need JavaScript enabled to view it..
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The AGF Award for Engagement, Loyalty & Client Care
The BlackRock Award for Portfolio/Discretionary Manager of the Year
The CI Investments Award for Advisory Team of the Year (Fewer than 10 Staff)
The CI Investments Award for Multi-Service Advisory Team of the Year
The Equisoft Award for Fund Provider of the Year
The Equitable Bank Award for Multi-Office Advisor Network/Brokerage of the Year
The First Trust Award for Young Gun of the Year
The Franklin Templeton Investments Award for Advisory Team of the Year (10 Staff or More)
The ICM Asset Management Award for Advisor of the Year – Alternative Investments
The IFSE Institute Award for Financial Literacy Champion
The Mackenzie Investments Award for Female Trailblazer of the Year
The Mandeville Private Client Inc. Award for Canadian Advisor of the Year
The NEI Investments Award for Advisor of the Year – Responsible Investments
The Nour Private Wealth Award for Rising Star Advisor of the Year
The Sun Life Global Investments Award for Global Advisor of the Year
The TMX Group Award for Best Active Manager – Exchange-Traded Derivatives
The WP Magazine Readers' Choice Award for Advertising Campaign of the Year
The WP Magazine Readers' Choice Award for Industry Service Provider of the Year
Excellence in Philanthropy & Community Service
The AGF Award for Engagement, Loyalty & Client Care
Bonten Wealth Management (Wellington-Altus Private Wealth)
CIC Financial Group
Coleman Wealth (Raymond James)
Cresco Advisory Group (Scotia Wealth Management, ScotiaMcLeod)
Northland Wealth Management Inc.
PWM Private Wealth Counsel (HollisWealth)
Spring Planning Inc
The McClelland Financial Group (Assante Capital Management)
The New School of Finance
The BlackRock Award for Portfolio/Discretionary Manager of the Year
Chris Rawles - RT Mosaic Wealth Management
Colin Ryan - Colin Ryan Wealth Management Group (BMO Nesbitt Burns)
Francis Sabourin - Richardson GMP
George Halkidis - Richardson GMP
James Gauthier - Justwealth
Jeet Dhillon - TD Wealth Private Investment Counsel
John (Jay) D. Nash - Nash Family Wealth Management (National Bank Financial)
Martin Pelletier - TriVest Wealth Counsel Ltd.
Susyn Wagner - CIBC Wood Gundy
Vincent Tonietto - Fiduciary Trust Canada
The CI Investments Award for Advisory Team of the Year (Fewer than 10 Staff)
Caring for Clients
True North Financial Services (Sun Life Financial)
Colin Ryan Wealth Management Group (BMO Nesbitt Burns)
CWP Financial Services Inc. (Sun Life Financial)
Kaspardlov & Associates (Manulife Securities)
MLD Wealth Management Group (Canaccord Genuity Wealth Management)
Popescu Ashton Group (Harbourfront Wealth Management)
Richie Group (IG Private Wealth)
Rouleau Investment Group (CIBC Wood Gundy)
Shinder Tremblay Group (Echelon Wealth Partners)
WCBG Wealth Management and Planning Consultants Inc.
The CI Investments Award for Multi-Service Advisory Team of the Year
CIC Financial Group
Cresco Advisory Group (Scotia Wealth Management, ScotiaMcLeod)
First Avenue Investment Counsel
Luft Financial (HollisWealth)
Popowich Karmali Advisory Group (CIBC Wood Gundy)
RT Mosaic Wealth Management
Shinder Tremblay Group (Echelon Wealth Partners)
Sunny Shergill Team (CIBC Imperial Service)
Woodgate Financial Inc.
Zagari, Simpson & Associates (PEAK Financial Group)
The Equisoft Award for Fund Provider of the Year
AGF Management Limited
BMO Global Asset Management
CI Investments
Dynamic Funds
Evolve ETFs
Fidelity Investments
Horizons ETFs
Invesco Canada
Mackenzie Investments
Purpose Investments
Vanguard Group
The Equitable Bank Award for Multi-Office Advisor Network/Brokerage of the Year
Assante Wealth Management
Canaccord Genuity Wealth Management
Edward Jones
iA Securities (iA Financial Group)
Mandeville Private Client Inc.
Manulife Securities
Raymond James
The First Trust Award for Young Gun of the Year
Adam Schacter - Mandeville Private Client
Alexander Naish - TD Wealth
Andrew Feindel - Richie Group (IG Private Wealth)
Cameron Hudson - National Bank Financial Wealth Management
Darius Muica - Nour Private Wealth
Devin Cattelan - Cattelan Private Wealth Counsel (HollisWealth)
Emily Ben-Haim - Gluskin Sheff
Filomena May - Raymond James
Joshua Bacchus - Canfin Financial Group
Karl Nour - Nour Private Wealth
Victor Kuntzevitsky - Northland Wealth Management
The Franklin Templeton Investments Award for Advisory Team of the Year (10 Staff or More)
Allen Private Wealth Group (HollisWealth)
Hemmett Anseeuw Team (Harbourfront Wealth Management)
Nicola Wealth Management
Northland Wealth Management
Nour Private Wealth
Polson Bourbonniere Derby Wealth Management (HollisWealth)
Popowich Karmali Advisory Group (CIBC Wood Gundy)
RGF Integrated Wealth Management
White LeBlanc Wealth Planners (HollisWealth)
Zagari, Simpson & Associates (PEAK Financial Group)
The ICM Asset Management Award for Advisor of the Year – Alternative Investments
Arthur C. Salzer - Northland Wealth Management
Bart Hunter - The Hunter Financial Group
David Little - Little Wealth Management Group; Retirement Income Planners of Canada Inc. (RIPOC)
George Halkidis - The James Dennis Group (Richardson GMP)
Guido Camaiani - Mandeville Private Client
Jamie Suprun - Suprun Wealth Management
Kevin Haakensen - PWM Private Wealth Counsel (HollisWealth)
Mark Winson - Wise Riddell Financial Group
Neville Joanes - WealthBar
Paul Tyers - Portfolio Stewards
Travis Forman - Harbourfront Wealth Management Inc; Willoughby Asset Management
The IFSE Institute Award for Financial Literacy Champion
Alphil Guilaran - Financial Literacy Counsel Inc.
Blake Griffith - Griffith & Associates Financial & Estate Planning Ltd
Carl Spiess - Scotia Wealth Management
Dave Arabi Boushehri - World Financial Group
Elizabeth Naumovski - Caldwell Securities
Heather Holjevac - TriDelta Financial Partners
James Campbell - IIS Insurance and Risk Strategies
Jefferson Nillo - World System Builder
Joseph Bakish - Bakish Wealth (Richardson GMP)
Rod Burylo - RN Croft Financial Group
Seema Sharma - Wealth & Estate Financial Canada Inc
Stephanie Vincec - Ten Toonies Financial Literacy for Kids
The Mackenzie Investments Award for Female Trailblazer of the Year
Diane Nash - Nash Family Wealth Management (National Bank Financial)
Jackie Porter - Carte Wealth Management Inc.
Jennifer Snyder - Harbourfront Wealth Management
Julia Chung - Spring Planning Inc.
Laurie Bonten - Wellington-Altus Private Wealth
Leony deGraaf - deGraaf Financial Strategies
Rona Birenbaum - Caring for Clients
Shannon Lee Simmons - The New School of Finance
Silvana Rizzo - Rothenberg Capital Management
Susan Latremoille - The Latremoille Group (Richardson GMP)
Tammy Cash - Horizons ETFs Management
Wanda Butler - Freedom 55 Financial
The Mandeville Private Client Inc. Award for Canadian Advisor of the Year
Cory Garlock - TD Wealth Private Investment Advice
Elie Nour - Nour Private Wealth
Faisal Karmali - Popowich Karmali Advisory Group (CIBC Wood Gundy)
Jamie Suprun - Suprun Wealth Management (HollisWealth)
Jason De Thomasis - De Thomas Wealth Management
Kyle Richie - Richie Group (IG Private Wealth)
Nader Hamid - Total Wealth Management Group
Rob McClelland - The McClelland Financial Group (Assante Capital Management)
Sean Mackenzie - National Bank Financial Wealth Management
Thierry Tremblay - Shinder Tremblay Group (Echelon Wealth Partners)
Todd Degelman - Wellington-Altus Private Wealth
Wes Ashton - Harbourfront Wealth Management
The NEI Investments Award for Advisor of the Year – Responsible Investments
David Angas - Raymond James
Laurie Stephenson - Starboard Wealth Planners
Michael Silicz - The Silicz Birdsall Advisory Group (National Bank Financial)
Ryan Colwell - C&C Planning Group (IPC Investment Corp)
Stephen Whipp - Leede Jones Gable
Thalia Kingsford - Kingsford and Associates (BMO Nesbitt Burns)
Wolfgang Klein - Canaccord Genuity Wealth Management
The Nour Private Wealth Award for Rising Star Advisor of the Year
Charlotte Paul - Perspective Wealth Management (Raymond James)
Erika Friesen - Gluskin Sheff & Associates
Ghinel Bozek - Richardson GMP Ltd
Jeff Letchford - Mandeville Private Client
Kaif Lalani - National Bank Financial Wealth Management
Sajjad Hussain - Allen Private Wealth Group (HollisWealth)
Stephanie Schneider - Schneider Financial Group (National Bank Financial)
Steven Furtado - Peak Financial Group
The Sun Life Global Investments Award for Global Advisor of the Year
Alexandra Horwood - Alexandra Horwood & Partners (Richardson GMP)
Charlotte Ma - Brant Securities
David Esch - National Bank Financial
Francis Sabourin - Richardson GMP
Himalaya Jain - The Rosedale Group (Scotia Wealth Management)
Leslie G. Cliff - Genus Capital Management
The TMX Group Award for Best Active Manager – Exchange-Traded Derivatives
Avin Mehra - Mehra Wealth Management (CIBC Wood Gundy)
Drew Zimmerman - Polar Futures Group (PI Financial)
Greg Flower - Leede Jones Gable
Idrees Baksh - TD Wealth Private Investment Advice
Jillian Bryan - TD Wealth Private Investment Advice
Peter Volpe - IC Wealth Management (ScotiaMcLeod)
The WP Magazine Readers' Choice Award for Advertising Campaign of the Year
AGF Management Limited - “AGFiQ Momentum”
Dynamic Funds - "Active Alternatives Campaign”
Fidelity Investments - “Great Minds Think Differently”
Harvest ETFs - “Income Happens here.”
Horizons ETFs - “Invest in Innovation”
iA Clarington Investments - "Go Beyond Campaign"
Mackenzie Investments - “ETF Portfolios & Balanced Funds”
The WP Magazine Readers' Choice Award for Industry Service Provider of the Year
Advicent
Advisor Websites
Aequitas NEO Exchange
Broadridge Financial Solutions
Canadian Securities Institute
Croesus Finansoft
Equisoft
Fundserv
Maximizer Services Inc.
Sticky Advisor
Univeris
Wealth Dynamix
Wealthsimple
BDM/Wholesaler of the Year
Brad MacAulay - Ninepoint Partners
Chantal McNeily - Sun Life Global Investments
Charlie Stratton - Mackenzie Investments
David Bear - Natixis Investment Managers
David Clarke - BMO Global Asset Management
Jennifer Boros - Natixis Investment Managers
John Teskey - Forstrong Global Asset Management
Nathan Amor - Sun Life Global Investments
Philip Douglas - Horizons ETFs Management
Tamar Kirakossian - iA Clarington Investments
CEO of the Year
Barry McInerney - Mackenzie Investments
Blake Goldring - AGF Management Limited
Daniel Daviau - Canaccord Genuity Group Inc.
Darcy Hulston - Canoe Financial
Glen Gowland - Dynamic Funds
John Nicola - Nicola Wealth Management
Karen Adams - Fundserv
Michael Katchen - Wealthsimple
Peter W. Anderson - CI Financial
Steve Hawkins - Horizons ETFs Management
Tea Nicola - Wealthbar
Digital Innovator of the Year
Mandeville Private Client Inc.
Monarch Wealth Corporation
Peter Watson Investments
Provisus Wealth Management
Sun Life Global Investments
Tetrault Wealth Advisory Group (Canaccord Genuity Wealth Management)
Employer of Choice
AGF Management Limited
Canaccord Genuity Wealth Management
Canoe Financial
IG Wealth Management
Invesco Canada
Manulife Securities
TD Asset Management
ETF Champion of the Year
Alfred Lee - BMO Asset Management Inc.
Atsuko (Annie) Hiraoka - Cougar Global Investments
Ken MacNeal - Richardson GMP
Laura Tase - BMO Global Asset Management
Mark Noble - Horizons ETFs Management
Mary Hagerman - Desjardins Wealth Management
Michael Cooke - Mackenzie Investments
Neville Joanes - WealthBar
Pat Dunwoody - Canadian ETF Association
Tyler Mordy - Forstrong Global Asset Management Inc.
Wolfgang Klein - Canaccord Genuity Wealth Management
Excellence in Philanthropy & Community Service
Aaron Ruston - Purposed Financial
Milestone Asset Management
Sonia LeRoy - LeRoy Wealth Management Group (IPC Securities)
Sonny Goldstein - Goldstein Financial Investments Inc.
Stransky & Associates (IG Private Wealth Management)
Susan O'Brien - BMO Nesbitt Burns
Tracey McGrath - Richardson GMP
Yasmin Kanji - Echelon Wealth Partners
ZLC Financial
