Final batch of Wealth Professional Awards finalists revealed

Final batch of Wealth Professional Awards finalists revealed

Final batch of Wealth Professional Awards finalists revealed Over the last seven days we’ve been revealing the list of finalists for this year’s Wealth Professional Awards brought to you by Invesco. If you missed the first two announcements you can see them now here and here.

However, today we can reveal the final set of finalists – including for such illustrious titles as Private Client Advisor of the Year and Outstanding Global Advisor of the Year.

Bhim D. Asdhir, President and Chief Executive Officer of Excel Funds Management Inc, which is honouring the best global advisors in the country, highlights his company’s ethos through emerging market expertise.

“At Excel Funds, we believe that the best way to access the emerging markets is through active, on-the-ground portfolio management and our network of world-class sub-advisors have been able to consistently generate alpha for our investors over the long-term,” he said. “We are extremely proud to be presenting this award to an advisor that shares our vision.”

Without further ado, here is the list of finalists for the remaining awards:

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
Diana Bristow - Chairman at Bristow Financial Group
Dora L. So - Peak Investment Services Inc.
Julia Chung - Founder, CEO, and Chief Financial Planner at JYC Financial
Chris Lennox - President at Lennox Financial Group Inc. - Peak Investment Services
Jennifer Black & Janet Baccarani - Financial Planners at Dedicated Financial Solutions - Mandeville Private Client
Robert Roby - Senior Wealth Advisor at IPC Securities
 
THE SPROTT ASSET MANAGEMENT AWARD FOR BEST ADVISOR - ALTERNATIVE SOLUTIONS
Arthur Salzer - CEO at Northland Wealth Management
Erfan (Eric) Youssef - Investment Advisor at National Bank Financial
Lorne Zeiler - VP, Portfolio Manager at TriDelta Financial
Wenbo Zhang - EMD dealing representative at Pinnacle Wealth Brokers
Jesse Kaufman CAIA®,CIM®, FCSI®- Vice President, Portfolio Manager, Investment Advisor at Richardson GMP Ltd.
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 RADIUS FINANCIAL EDUCATION AWARD FOR OUTSTANDING INDUSTRY SERVICE PROVIDER OF THE YEAR
StickyAdvisor 
Canadian Securities Institute
Equisoft
Fundserv
Iress Market Technology
Wickware Communications
TRSB (Translation/Localization)
 
THE MANDEVILLE AWARD FOR PRIVATE CLIENT ADVISOR OF THE YEAR
Arthur Salzer - CEO at Northland Wealth Management
Daniel Girard - Investment Advisor at Girard Pilkey A Assoc
Don Emond - Senior Financial Advisor at Assante Wealth Management
Gina Macdonald - Financial Advisor at Macdonald, Shymko & Company Ltd.
Richard Harold Tanner - Portfolio Manager/ VP at RGR Investment Partners
Stephane Martineau - Vice-président, CPA, Gestionnaire de portefeuille at Desjardins
Thane Stenner - CIM, FCSI, Director, Wealth Management, Portfolio Manager at Richardson GMP
William Vastis - Wealth Advisor and Portfolio Manager at The William Vastis Wealth Management Group
 
THE FundSERV AWARD FOR ADVISOR NETWORK/ BROKER / DEALER OF THE YEAR
ScotiaMcLeod/Scotia Wealth Management
Investment Planning Counsel
Mandeville Private Client Inc
HollisWealth
Assante Wealth Management
 
THE EXCEL FUNDS AWARD FOR OUTSTANDING GLOBAL ADVISOR OF THE YEAR
Atul Prakash - Financial Guide & Navigator at Shoppfinance.com
David Esch - Portfolio Manager at National Bank
Dan Noonan - Investment Advisor at Argosy Securities
Francis Sabourin - Director, Wealth Management and Portfolio Manager at Richardson GMP
Frencho Rampersaud - Financial Advisor/Broker at WealthDejavu
Dr Randall Larsen - Senior Financial Advisor at Assante Wealth Management
 
THE EQUISOFT AWARD FOR FUND PROVIDER OF THE YEAR
RBC Global Asset Management Inc.
Manulife Investments
Dynamic Funds
Edgepoint Wealth Management
Invesco Canada Ltd
CI Investments
BlackRock/ iShares

Remember this year’s awards takes place at the Liberty Grand in Toronto on June 02. Places are limited so if you wish to book a table or an individual seat, don’t hesitate – head on over to wpawards.ca to find out more now.