Wealth Professional Awards winners revealed

Wealth Professional Awards winners revealed

Wealth Professional Awards winners revealed

WP is pleased to announce the winners from the third annual Wealth Professional Awards at the Broadway-themed event last night.

Industry professional came from across the country to attend the awards night at The Liberty Grand ballroom in Toronto. All eyes were fixed on the stage as the honourees took home the industry’s most coveted prizes.

Tuxes, cocktail dresses and a few adventurous dance moves were spotted at the event. So too were hundreds of the industry’s top professionals, who eagerly anticipated the announcement of this year’s lucky winners, which included Melanie Gotts from BMO Nesbitt Burns, who took home the AGF Investments award for Engagement, Loyalty and Customer Care.

“I’m just so blown away to have won. I’m honoured, I just can’t believe it. I spend a lot of time listening to clients to find out what it is they want me to do. I do what I can to help them be successful,” Gotts said. “Over the years, I’ve been at birthday parties, funerals, all kinds of events. It’s important to not just connect with a client, but with their family, too.”

Overall, the awards cut a wide swath across the financial industry, with winners in 20 categories drawn from all over Canada. It was produced by KMI Publishing and Events – the organization behind WP magazine.

It was a night of rapturous celebration, especially for Mandeville Private Client Inc., who took home the Fundserv award for Advisor Network/Brokerage of the year.

Frank Laferriere, Senior Vice President, Chief Operating Officer at the Mandeville Group of Companies, said:
“We’re very humbled to have won this award. Michael Lee Chin has been in the dealership business since 1987 and this is a reflection of the commitment and hard work of all our employees and staff. We live and breathe facilitating and enabling advisors and their success, so we’re very honoured with this.”

“Our personal view is there will always be a need for the advice channel. The difference now is that it’s important for advisors to differentiate their practice from others, so you have to really concentrate on the value that you’re bringing to clients. It’s not securities selections – it’s not transactions – it’s that extra value that goes a long way. For us, that translates into access to products that are usually reserved for the uber wealthy.”

 

And the winners are...
 
THE NEI INVESTMENTS AWARD FOR RESPONSIBLE INVESTING
Ross Campbell, Assante Capital Management

 
THE AGF INVESTMENTS AWARD FOR ENGAGEMENT, LOYALTY AND CUSTOMER CARE
Melanie Gotts, BMO Nesbitt Burns

 
THE FIRST TRUST CANADA AWARD FOR YOUNG GUN OF THE YEAR
Millicent Hicks, ScotiaMcLeod of Scotiabank Wealth Management

 
THE TSX AWARD FOR DIGITAL INNOVATION AND MARKETING
Great-West Life "HelloLife" Program

 
THE SPROTT ASSET MANAGEMENT AWARD FOR BEST ADVISOR - ALTERNATIVE INVESTMENTS
Jesse Kaufman, The Seidman Kaufman Group of Richardson GMP Ltd.

 
THE RADIUS FINANCIAL EDUCATION AWARD FOR SERVICE PROVIDER OF THE YEAR
Fundserv

 
THE iSHARES BY BLACKROCK AWARD FOR PORTFOLIO/DISCRETIONARY MANAGER OF THE YEAR
François Tetu, RBC Dominion Securities
 
 
THE NATIXIS GLOBAL ASSET MANAGEMENT AWARD FOR ADVISOR RISING STAR OF THE YEAR
 
 
THE EXCEL FUNDS AWARD FOR GLOBAL ADVISOR OF THE YEAR
Francis Sabourin, Richardson GMP Ltd.
 
 
THE INVESCO CANADA AWARD FOR LIFETIME ACHIEVEMENT
David Little, Little Wealth Management Group of HollisWealth
 
 
THE HORIZONS ETFs AWARD FOR ETF CHAMPION OF THE YEAR
Dan Bortolotti, "Canadian Couch Potato"
 
 
THE NATIONAL BANK FINANCIAL AWARD FOR PHILANTHROPY & COMMUNITY SERVICE OF THE YEAR
Rob Tétrault, Tétrault Wealth Advisory Group
 
 
THE EQUISOFT AWARD FOR FUND PROVIDER OF THE YEAR
 
 
THE FRANKLIN TEMPLETON INVESTMENT AWARD FOR BEST PRACTICE OFFICE (10 STAFF OR MORE)
Polson Bourbonniere Financial of HollisWealth
 
 
THE FUNDSERV AWARD FOR ADVISOR NETWORK/BROKERAGE OF THE YEAR
Mandeville Private Client Inc.
 
 
THE MANDEVILLE PRIVATE CLIENT INC. AWARD FOR ADVISOR OF THE YEAR
Mark McNulty, McNulty Group of HollisWealth
 
 
THE AWARD FOR ADVERTISING CAMPAIGN OF THE YEAR
 
 
THE AWARD FOR MULTI-SERVICE ADVISOR OF THE YEAR
Janet Baccarani and Jennifer Black, DFS Private Wealth
 
 
THE AWARD FOR BDM/WHOLESALER OF THE YEAR
Zachary Sikorski, Director, Sun Life Financial
 
 
THE AWARD FOR BEST PRACTICE INDIVIDUAL ADVISOR OFFICE (FEWER THAN 10 STAFF)
Caring For Clients