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Organizer | Key Media |
Submission deadline | 3 Mar 2023 5:00pm EST (almost 2 years ago) |
Date Awarded | 1 Jun 2023 5:00pm EDT (over 1 year ago) |
Region | Americas |
For 9 years now, the annual Wealth Professional Awards (WPAs) has been recognized as the leading independent awards program for the wealth management and financial planning profession.
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 Equiton Award for Canadian Advisor of the Year
• The Harvest ETFs 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
• The Nour Private Wealth Award for Rising Star Advisor of the Year
• The Sun Life Global Investments Award for Advisor of the Year – Responsible Investments
• BDM/Wholesaler of the Year
• CEO of the Year
• ETF Innovator of the Year
• Portfolio/Discretionary Manager of the Year
• Young Achiever of the Year
• The FP Canada Award for Lifetime Achievement in the Financial Planning Industry
Organizational Awards
• The Franklin Templeton Award for Advisory Team of the Year (10 Staff or More)
• Alternative Investment Solutions Provider of the Year
• Employer of Choice
• ETF Provider of the Year
• Excellence in Philanthropy and Community Service
• Most Innovative Use of WealthTech
• Multi-Office Advisor Network/Brokerage of the Year
• Mutual Fund Provider of the Year
• WealthTech Service Provider of the Year
• The CI Global Asset Management Award for Holistic Advisory Team of the Year
• The National Bank Independent Network Award for Advisory Team of the Year (Under 10 Staff)