wpawards winners 16

The Radius Financial Education Award for Industry Service Provider of the Year

“It’s been 25 years that we’ve been doing this, working with advisors and fund companies, so it is a real honour to be recognized for the effort we put in” – Jonathan Georges, Equisoft

 

EQUISOFT NABBED the prize for Industry Service Provider of the Year, which the company’s VP of wealth management solutions, Jonathan Georges, attributed to its commitment to listening to the needs of its clients.

 

“What makes us unique is we really focus on the needs of our clients,” Georges said, “whether end investor, financial advisor or mutual fund wholesaler.”

 

Justin Warren, general manager at award sponsor Radius Financial Education, added that the Wealth Professional Awards are “a great event, recognizing the best in financial services in Canada, and Radius is proud to be a supporter. To be a great service provider, customer service is important, as is making sure clients always come first.”

Special thanks to our sponsors

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