June 1, 2018
WP is delighted to announce the winners from the fourth annual Wealth Professional Awards at the Oscars-style event last night.
Professionals from across the country attended the show at The Liberty Grand ballroom in Toronto as the top performers took home the industry’s most coveted prizes.
Tuxes, cocktail dresses and victory speeches were the order of the night as hundreds of the industry’s leading figures eagerly anticipated the announcement of this year’s honourees. These included Kevin Hegedus, of PWM Private Wealth, who collected The Mandeville Private Client Award for Advisor of the Year.
The awards spanned the breadth of the financial industry, with winners in 22 categories drawn from all over Canada. It was produced by KMI Publishing and Events – the organization behind Wealth Professional magazine and wealthprofessional.ca.
It was a night of rapturous celebration, especially for Rebecca Horwood, director, wealth management and portfolio manager for The Horwood Team, Richardson GMP, who took home The Invesco Canada Award for Lifetime Achievement in the Wealth Management Industry.
And the winners are...
THE NEI INVESTMENTS AWARD FOR EXCELLENCE IN RESPONSIBLE INVESTING
Patti Dolan, SAGE Connected Investing
THE AGF AWARD FOR ENGAGEMENT, LOYALTY & CLIENT CARE
Kaspardlov & Associates (Manulife Securities)
BDM/WHOLESALER OF THE YEAR
David R. Clarke - BMO Global Asset Management
THE CI INVESTMENTS AWARD FOR TOP ADVISOR OFFICE (FEWER THAN 10 STAFF)
The Latremoille Group (Richardson GMP)
THE iSHARES BY BLACKROCK AWARD FOR PORTFOLIO/DISCRETIONARY MANAGER OF THE YEAR
Francis Sabourin - Sabourin Deraspe Wealth Management (Richardson GMP)
THE EXCEL FUNDS AWARD FOR OUTSTANDING GLOBAL ADVISOR OF THE YEAR
Francois Tetu - RBC Dominion Securities
THE RBC GLOBAL ASSET MANAGEMENT AWARD FOR ETF CHAMPION OF THE YEAR
Ken MacNeal - Richardson GMP
THE RADIUS FINANCIAL EDUCATION AWARD FOR BEST INDUSTRY SERVICE PROVIDER
THE INVESCO CANADA AWARD FOR LIFETIME ACHIEVEMENT IN THE WEALTH MANAGEMENT INDUSTRY
Rebecca Horwood - The Horwood Team (Richardson GMP)
DIGITAL INNOVATOR OF THE YEAR
Broadridge Financial Solutions
THE EQUISOFT AWARD FOR FUND PROVIDER OF THE YEAR
RBC Global Asset Management
THE FRANKLIN TEMPLETON INVESTMENTS AWARD FOR TOP ADVISOR OFFICE (MORE THAN 10 STAFF)
PWM Private Wealth Counsel (HollisWealth)
THE FUNDSERV AWARD FOR ADVISOR NETWORK/BROKERAGE OF THE YEAR
Mandeville Private Client Inc.
THE CI INVESTMENTS AWARD FOR MULTI-SERVICE ADVISOR OF THE YEAR
Jason Pereira - Woodgate Financial Inc. (IPC Securities Corporation)
THE MACKENZIE INVESTMENTS AWARD FOR FEMALE TRAILBLAZER OF THE YEAR
Diane Nash - Nash Family Wealth Management (National Bank Financial)
WEALTHBAR’s PPI VALET AWARD FOR CEO OF THE YEAR
Steve Hawkins - Horizons ETFs Management
THE NATIONAL BANK FINANCIAL AWARD FOR OUTSTANDING PHILANTHROPY & COMMUNITY SERVICE
Nicola Wealth Management
THE MANDEVILLE PRIVATE CLIENTT INC. AWARD FOR ADVISOR OF THE YEAR
Kevin Hegedus - PWM Private Wealth Counsel (HollisWealth)
The WP MAGAZINE READERS’ CHOICE AWARD FOR BEST ADVERTISING CAMPAIGN
AGF Investments Inc., "Invested in Discipline"
RISING STAR ADVISOR OF THE YEAR
Chelsey Chartren - The McClelland Financial Group (Assante Capital Management Ltd.)
Reference Link: https://www.wealthprofessional.ca/news/industry-news/wealth-professional-awards-winners-revealed/243279
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