|Date Awarded||28 Mar 2020 5:00pm EDT (over 2 years ago)|
For 6 years now, the annual Wealth Professional Awards is the leading independent awards event for the wealth management industry.
Over 20 categories recognize excellence and highlight the outstanding achievements of those in the business – including wealth professionals, financial advisors, advisory brokerages, fund providers, and more.
The awards process includes an industry-wide call for nominations, research, finalist submissions, and winner selection by a judging panel comprising independent experts in the wealth management and finance industries.
Winners will be revealed at the stellar black-tie awards gala welcoming over 600 wealth professionals on May 28, 2020 at The Liberty Grand in Toronto.
The Wealth Professional Awards is brought to you by Wealth Professional, the resource of choice for the country's most forward-thinking wealth professionals.
2019 Past Winners
The AGF Award for Engagement, Loyalty & Client Care
The BlackRock Award for Portfolio/Discretionary Manager of the Year
The CI Investments Award for Advisory Team of the Year (Fewer than 10 Staff)
The CI Investments Award for Multi-Service Advisory Team of the Year
The Equisoft Award for Fund Provider of the Year
The Equitable Bank Award for Multi-Office Advisor Network/Brokerage of the Year
The First Trust Award for Young Gun of the Year
The Franklin Templeton Investments Award for Advisory Team of the Year (10 Staff or More)
The ICM Asset Management Award for Advisor of the Year – Alternative Investments
The IFSE Institute Award for Financial Literacy Champion
The Mackenzie Investments Award for Female Trailblazer of the Year
The Mandeville Private Client Inc. Award for Canadian Advisor of the Year
The NEI Investments Award for Advisor of the Year – Responsible Investments
The Nour Private Wealth Award for Rising Star Advisor of the Year
The Sun Life Global Investments Award for Global Advisor of the Year
The TMX Group Award for Best Active Manager – Exchange-Traded Derivatives
The WP Magazine Readers' Choice Award for Advertising Campaign of the Year
The Radius Financial Education Award for Industry Service Provider of the Year
BDM/Wholesaler of the Year
CEO of the Year
Digital Innovator of the Year
Employer of Choice
ETF Champion of the Year
Excellence in Philanthropy & Community Service
The Invesco Canada Award for Lifetime Achievement in the Industry