Final batch of Wealth Professional Awards finalists revealed

Final batch of Wealth Professional Awards finalists revealed

Final batch of Wealth Professional Awards finalists revealed Yesterday we revealed the first set of finalists for this year’s Wealth Professional Awards brought to you by Invesco. If you missed the first announcement you can see it now here.

However, today we can reveal the final set of contenders – including such illustrious titles as Multi-Service Advisor of the Year and Outstanding Global Advisor of the Year.

The Head of iShares at BlackRock Canada, Warren Collier, spoke to Wealth Professional about his organization’s involvement as the sponsor of the Portfolio/Discretionary Manager of the Year Award.

“We are thrilled to celebrate the extraordinary individuals that are distinguishing themselves within the industry,” Collier said. “The Portfolio/Discretionary Manager of the Year award allows us to recognize the outstanding efforts of an individual who has gone above and beyond, delivered strong results and provided extraordinary value to their clients.”

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

THE AWARD FOR MULTI-SERVICE ADVISOR OF THE YEAR
 
Andrew Ellis - Financial Advisor at Raymond James Ltd.
Duane Francis - Portfolio Manager and Senior Financial Advisor at Mandeville Private Client
Frank Danielson - Financial Planner at Danielson Group Wealth Management of Assante Capital Management Ltd.
Gina Macdonald - Fee-Only Financial Planner & Portfolio Manager at Macdonald Shymko & Company Ltd.
James Britton - Financial Advisor at Western Canadian Brokerage Group
Janet Baccarani and Jennifer Black – Private Wealth Manager and Portfolio Manager at DFS Private Wealth
Jason Nagel - Owner and Director of Advanced Planning at Three60 Wealth & Estate Solutions
Lyle Rouleau - First Vice-President, Portfolio Manager at Rouleau Investment Group of CIBC Wood Gundy
 
 
THE EXCEL FUNDS AWARD FOR OUTSTANDING GLOBAL ADVISOR OF THE YEAR
 
David Esch - Portfolio Manager at The David Esch Wealth Management Group of National Bank Financial Wealth Management
Diane Fontaine - Vice-President and Portfolio Manager at RBC Dominion Securities
Francis Sabourin - Director and Portfolio Manager at Richardson GMP Ltd.
Frencho Rampersaud - Financial Advisor and Broker at Wealth Dejavu
Michael Kuzik - Investment Advisor at RBC Dominion Securities
Raymond Choo - Senior Wealth Advisor at HollisWealth
Stella Ng – Senior Wealth Advisor at Scotia Wealth Management
Walter Flores - Senior Investment Advisor at Scotia Wealth
 
 
THE FIRST TRUST AWARD FOR YOUNG GUN OF THE YEAR
 
Aaron Hector - Vice President and Wealth Advisor at Doherty & Bryant Financial Strategists of T.E. Wealth
Adam Schacter - Financial Advisor at Mandeville Private Client
Benjamin Waite - Investment Advisor at Your Investment Manager of PEAK Securities Inc.
Cory Garlock - Investment Advisor at TD Wealth Private Investment Advice
George Halkidis - Associate investment Advisor at Richardson GMP
Jason Pereira - Senior Financial Consultant at Woodgate & IPC Securities Corp
Millicent Hicks - Wealth Advisor at ScotiaMcLeod of Scotiabank Wealth Management
Simon Partington - Director, Wealth Management and Portfolio Manager at Richardson GMP Ltd.
Thomas Cook – Principal and Financial Advisor at Affinity Financial Group; Investment Advisor at Affinity Securities/Worldsource Securities Inc.
 
 
THE HORIZONS ETFS AWARD FOR ETF CHAMPION OF THE YEAR
 
Benjamin Waite - Investment Advisor at Your Investment Manager of PEAK Securities Inc.
Dan Bortolotti - Associate Portfolio Manager at PWL Capital
Guy Lalonde and Christian Lamarre - Portfolio Managers at National Bank Financial
Shafik Hirani - Senior Investment Advisor at Aligned Capital Partners Inc.
Tyler Mordy - President and CIO at Forstrong Global Asset Management Inc.
 
 
THE ISHARES BY BLACKROCK AWARD FOR PORTFOLIO/DISCRETIONARY MANAGER OF THE YEAR
 
Arthur Salzer - Chief Executive Officer and Chief Investment Officer at Northland Wealth Management
Brian Jones - Vice President, Portfolio Manager, & Investment Advisor at TD Wealth
Francis Sabourin - Portfolio Manager at Richardson GMP
François Tetu - Vice-President and Portfolio Manager at Desjardins Securities Inc.
Ken MacNeal - Portfolio Manager at Richardson GMP Ltd.
Martin Charles Plouffe - Portfolio Manager and Wealth Management Advisor at National Bank Financial
Neil McIver - Director, Wealth Management and Portfolio Manager at Richardson GMP Ltd.
Susyn Wagner - Vice-President and Portfolio Manager at CIBC Wood Gundy
Wolfgang Klein - Portfolio Manager, SVP and Senior Investment Advisor at Canaccord Genuity Wealth Management
 
 
THE MANDEVILLE PRIVATE CLIENT AWARD FOR ADVISOR OF THE YEAR
 
AJ Chase - Associate Portfolio Manager and Senior Wealth Advisor at AJ Chase Financial Group at ScotiaMcLeod
Chad Larson - Senior Vice-President and Portfolio Manager at MLD Wealth Management Group of National Bank Financial
David Babbitt - SVP, Investment Advisor and Portfolio Manager at CIBC Wood Gundy
David Little - Senior Investment Advisor and Director at Little Wealth Management Group of HollisWealth
Elie Nour - Senior Investment Advisor at Nour Private Wealth of Manulife Securities
Kyle Richie - Senior Consultant at Richie Group Wealth Management of Investors Group
Mark McNulty - Director at McNulty Group of HollisWealth
William Vastis - Wealth Advisor and Director at The William Vastis Wealth Management Group of RBC Wealth Management
 
 
THE NATIXIS GLOBAL ASSET MANAGEMENT AWARD FOR ADVISOR RISING STAR OF THE YEAR
 
Alexander Massouras - Advisor at The Alexander Massouras Wealth Management Group of RBC Dominion Securities
Andrew Oproiu - Financial Advisor at Manulife Securities Inc.
Lakshmi Pillai - Investment Advisor at Manulife Securities Inc.
Rosemary Horwood - Vice President and Investment Advisor at Rosemary Horwood Wealth of Richardson GMP Limited
Sean Mikucki - Associate Wealth Advisor at National Bank Financial
Victor Kuntzevitsky - Senior Associate at Northland Wealth Management
 
 
THE NEI INVESTMENTS AWARD FOR RESPONSIBLE INVESTING
 
Alicja Brown - Investment Advisor at CIBC Wood Gundy
Aaron Ruston - Financial Advisor at Purposed Financial
Ross Campbell - Senior Financial Planning Advisor at Assante Capital Management
Ryan Colwell - Certified Financial Planner at IPC Investment Corporation
Seidman Kaufman Group of Richardson GMP Ltd.
Stephen Whipp - Managing Director of Responsible Asset Management and Investment Advisor at Leede Jones Gable Inc.
 
 
THE SPROTT ASSET MANAGEMENT AWARD FOR BEST ADVISOR ALTERNATIVE INVESTMENTS
 
Arthur Salzer - Chief Executive Officer and Chief Investment Officer at Northland Wealth Management
Davis Zhang - Vice-President, Asian Division at Pinnacle Wealth Brokers
Eric Roy - Dealing Representative at Pinnacle Wealth Brokers
Ida Khajadourian - Director, Wealth Management and Portfolio Manager at Richardson GMP Ltd.
Jesse Kaufman - VP, Portfolio Manager and Investment Advisor at The Seidman Kaufman Group of Richardson GMP Ltd.
Kevin Algajer - Investment Advisor at BMO Nesbitt Burns
Kevin Haakensen - Portfolio Manager at Prairie Wealth Management of HollisWealth 
Bob Thompson - Vice President, Portfolio Manager and Investment Advisor at Canaccord Genuity Wealth Management

View the full list of 2017’s finalists here.