wpawards winners 23

The CI Investments Award for Multi-Service Advisory Team of the Year

“Our dealer success is based on the success of the advisor, and what Robert does is a great example of that” – John Kelleway, iA Securities

 

NAMED MULTI-SERVICE Advisory Team of the Year, Vancouver-based Luft Financial was unable to attend the awards, but iA Securities president John Kelleway who was proud to accept on behalf of one of his firm’s advisor offices.

 

“This is outstanding,” Kelleway said. “[Robert] is an advisor who has grown tremendously over the last five years. He has done it by being very client-centric – everything is about the client for Robert.”

 

“Right now, our industry is under a little bit of scrutiny – unfair scrutiny – because a lot of us are doing such a good job, and we are really trying to do our best for our clients and provide them with complete, holistic financial planning,” said Imran Malik, VP of sales and marketing at award sponsor CI Investments. “There are so many of us trying to do the best we can, trying to help our clients achieve their goals, so I think this award helps.”

 

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