Earlier this week we revealed the first set of finalists for this year’s illustrious Wealth Professional
Awards brought to you by Invesco (see article
): and now the second batch of finalists are in.
This year’s event will take place at the Liberty Grand in Toronto on Thursday evening, June 02. The event is expected to be a complete sell-out and spaces are limited – so if you haven’t yet booked your table or individual seat then make sure you hurry to do so. You can register here
Now we can reveal the second set of finalists – don’t forget that there are several more categories to be revealed so make sure you check back at wealthprofessional.ca for all the latest news.
The finalists and their award categories are:
THE CANADIAN SECURITIES INSTITUTE NEWCOMER ADVISOR OF THE YEAR AWARD
Alexander Massouras – Investment Advisor at RBC Wealth Management Canada
Andrew Oproiu – Financial Advisor at Manulife Securities
Reez Sajan – Senior Financial Advisor at CIBC Investor Service Inc.
Ronald Chui – Portfolio Manager, Investment Advisor at CIBC Wood Gundy
Sean Mikucki – Associate Wealth Advisor at National Bank Financial
Daniel Frost – Financial Advisor at The Frost Group at Raymond James
David Sutherland – Investment Advisor at CIBC Wood Gundy
Francis Vinet – Investment Advisor at Financiere Banque Nationale
Justin Lim – Investment Advisor at Echelon Wealth Partners
THE AWARD FOR BUSINESS DEVELOPMENT MANAGER/WHOLESALER OF THE YEAR
Craig Koenig – Vice President at CI Investments
Coby Bucci - Vice President, Sales at NEI Investments
Jack Slusarczyk – Wholesaler at Excel Mutual Funds
Warren Miles – Wholesaler at Sun Life Financial
Greg Lagasse – Wholesaler at Edgepoint Wealth Management
– Vice President, at BMO GAM
Philip Douglas – Vice President, Business Development at Horizons ETF Management
Mark Bourgeois – District Vice President at Fidelity Investments
THE AWARD FOR OUTSTANDING ADVISOR INSURANCE CHANNEL OF THE YEAR
– Senior Financial Consultant at Woodgate Financial Inc.
Asher Tward – VP Estate Planning at TriDelta Financial
Gregory P. Frost – Financial Advisor at HollisWealth
James Britton – Financial Advisor at WCBG
Nelson Simoes – President and Certified Financial Planner at Wealthsense Financial Group
Yan yu – President of Swift Financial Solutions Co.
Sterling Rampel – Wealth and Estate Planning Specialist at Future Values Estate & Financial Planning
THE NEI INVESTMENTS AWARD FOR RESPONSIBLE INVESTING
Don Wilson – Financial Security Advisor at Freedom 55 Financial
Aaron Ruston – Financial Security Advisor at Purposed Financial
Bob Sewell & Craig Ellis – Portfolio Managers at Bellweather Investment Management
Ross Campbell – Senior Financial Advisor at Assante Capital Management
Christine Hughes – President and Chief Investment Strategist at Otterwood Capital Management
Ryan Colwell – Financial Planner at IPC Investment Corporation
Stephen Whipp – Managing Director of Responsible Asset Management and Investment advisor at Wolverton Securities Ltd.
Andy Guest – Branch Supervisor, CFP Broker at Manulife Securities
Paul Butchard – Financial Consultant/Advisor at Investors Group
THE BLACKROCK AWARD FOR PORTFOLIO/DISCRETIONARY MANAGER OF THE YEAR
– CEO at Northland Wealth Management
- Senior Vice President, Portfolio Manager at National Bank Financial
Christian Gendron - Portfolio Manager and Financial Planner at Gendron Team and BMO Nesbitt Burns
Kash Pashootan - SVP & Portfolio Manager at First Avenue Advisory of Raymond James Ltd.
– Portfolio Manager at Green Private Wealth Counsel
Susyn Wagner - VP, Portfolio Manager at CIBC Wood Gundy
-Director of Wealth Management and Portfolio Manager at StennerZohny Investment Partners+
Francis Sabourin - Director, Wealth Management and Portfolio Manager at Richardson GMP
THE CETFA AWARD FOR ETF CHAMPION OF THE YEAR
Brent Vandermeer – Portfolio Manager at Vandermeer wealth
- Portfolio Manager at PWL CAPITAL INC.
Mark Yamada - President & CEO - PUR Investing
- Portfolio Manager at National Bank Financial
Robert Sewell - Chief Executive Officer at Lorne Park Capital Partners Inc.
THE HORIZONS ETFS AWARD FOR YOUNG GUN ADVISOR OF THE YEAR
Adam Schacter - Financial Advisor at Mandeville
Adrian LeRoy - Financial Advisor at The LeRoy Group - IPC Investment Corp
Christopher LeRoy - Senior Wealth Advisor at Scotia Wealth Management
- Financial Advisor at Manulife Securities
Eric Davis - Vice President, Portfolio Manager & Investment Advisor at TD Wealth
- Vice President, Investment Advisor, Rosemary Horwood Wealth, Richardson GMP
- Regional Director, Calgary Bow River at Investors Group
- Financial Planner, President at Tate Financial
For more information on the Wealth Professional
Awards brought to you by Invesco, check out our dedicated website at wpawards.ca