Venue
TBA

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Organizer Key Media
Submission deadline 18 Feb 2022 5:00pm EST (in 25 days)
Date Awarded 1 Jun 2022 5:00pm EDT (in 4 months)
Region Americas
Details

For 8 years now, the annual Wealth Professional Awards (WPAs) has been recognized as the leading independent awards program for the wealth management industry.

The awards recognize the leading wealth professionals, financial advisors, advisory brokerages, fund providers, BDMs and service providers for their outstanding achievements, best practices and leadership in wealth management over the past 12 months.

Award Categories

Individual Awards
• The Avenue Living Asset Management Award for Portfolio/Discretionary Manager of The Year
• The Harvest Portfolios Group Award for Female Trailblazer of the Year
• The ICM Asset Management Award for Advisor of the Year – Alternative Investments
• The IFSE Institute Award for Financial Literacy Champion
• Advisor of the Year – Responsible Investments
• Best Active Manager – Exchange Traded Derivatives
• BDM/Wholesaler of the Year
• Canadian Advisor of the Year
• CEO of the Year
• ETF Champion of the Year
• Lifetime Achievement in the Financial Planning Industry
• The Nour Private Wealth Award for Rising Star Advisor of the Year
• Young Achiever of The Year

Organizational Awards
• The Edward Jones Award for Excellence in Philanthropy and Community Service
• The Equitable Bank Award for Multi-Office Advisor Network/Brokerage of the Year
• Advisory Team of the Year (10 Staff or More)
• Advisory Team of the Year (Fewer than 10 Staff)
• Digital Innovator of the Year
• Employer of Choice
• Engagement, Loyalty and Client Care
• Fund Provider of the Year
• Multi-Service Advisory Team of the Year
• The WP Readers' Choice Award for Service Provider of the Year

Past winners

2021 Winners

Lifetime Achievement In The Financial Planning Industry
• Jos Schmitt - Co-Founder, President & CEO of the NEO Group of Companies

BDM/Wholesaler of the Year
• Alain Desbiens - BMO Global Asset Management

CEO of the Year
• Lisa Langley - Emerge Canada

Digital Innovator of the Year
• AGF Management

Employer Of Choice
• AGF Management

ETF Champion of the Year
• Pat Dunwoody - Canadian ETF Association

Fund Provider of the Year
• Horizons ETFs

The Advocis Award for Young Achiever of The Year
• Amy Tang - Desjardins Financial Security Independent Network

The AGF Award for Engagement, Loyalty & Client Care
• TWM Group (iA Private Wealth)

The Avenue Living Asset Management Award for Portfolio/Discretionary Manager of the Year
• Jennifer Black - Access Private Wealth & Mandeville Private Client

The CI Global Asset Management Award for Multi-Service Advisory Team of the Year
• The Rosedale Family Office - Wellington-Altus Private Wealth

The CMI Mortgage Investments Award for Advisory Team of the Year (Fewer than 10 Staff)
• The Racine-Marcotte Advisory Group at RBC Wealth Management Dominion Securities

The Edward Jones Award for Excellence in Philanthropy and Community Service
• Joshua Lane - Kaspardlov & Associates

The Equitable Bank Award for Multi-Office Advisor Network/Brokerage of the Year
• Assante Wealth Management

The Franklin Templeton Award for Advisory Team of the Year (10 Staff or More)
• Northland Wealth Management

The Harvest Portfolios Award For Female Trailblazer of the Year
• Jackie Porter - Carte Wealth Management (Team Jackie Porter)

The ICM Asset Management Award for Advisor of the Year – Alternative Investments
• Francis Sabourin - Richardson Wealth

The IFSE Institute Award for Financial Literacy Champion
• Elizabeth Naumovski - Caldwell Securities

The Mandeville Private Client Award for Canadian Advisor of the Year
• Karen Ikeda - Nicola Wealth

The NEI Investments Award for Advisor of the Year - Responsible Investments
• An-Lap Vo-Dignard - The Vo-Dignard Provost Group (« VP » Group)

The Nour Private Wealth Award for Rising Star Advisor of the Year
• Brandt Butt – Endeavour Wealth Management (iA Private Wealth)

The TMX Group Award for Best Active Manager – Exchange-Traded Derivatives
• Jillian Bryan - TD Wealth Private Investment Advice

The WP Readers' Choice Award for Service Provider of the Year
• NaviPlan by Advicent