Wealth Professional Awards 2024 | Key Media | Liberty Grand Entertainment Complex, Exhibition Place, 25 British Columbia Rd, Toronto, ON M6K 3C3, Canada

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
• The Care Lending Group Award for CEO of the Year
• ETF Innovator of the Year
• The Avenue Living Award for Portfolio/Discretionary Manager of the Year
• The Centurion Asset Management Award for 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
• The Wealhouse Capital Management Award for Employer of Choice
• ETF Provider of the Year
• The Edward Jones Award for Excellence in Philanthropy and Community Service
• Most Innovative Use of WealthTech
• The Trez Capital Award for 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)

2023 Winners

Alternative Investment Solutions Provider of the Year
• Invico Capital Corporation

BDM/Wholesaler of the Year
• Emily Graham - La Clarington Investments

ETF Provider of the Year
• CI Global Asset Management

ETF Innovator of the Year
• Nirujan Kanagasingam - CI Global Asset Management

Most Innovative Use of WealthTech
• Investment Planning Counsel

Mutual Fund Provider of the Year
• Sun Life Global Investments

The Avenue Living Award for Portfolio/Discretionary Manager of the Year
• Coreen T. Sol - CIBC Private Wealth – Wood Gundy

The Care Lending Group Award for CEO of the Year
• Allison Taylor - Invico Capital Corporation

The Centurion Asset Management Award for Young Achiever of the Year
• Gurtej Varn - White Coat Financial

The CI Global Asset Management Award for Holistic Advisory Team of the Year
• Woodgate Financial Inc.

The Edward Jones Award for Excellence in Philanthropy and Community Service
• Aleem Visram - Transform Financial

The Equiton Award for Canadian Advisor of the Year
• Jackie Porter - Carte Wealth Management Inc.

The FP Canada Award for Lifetime Achievement in the Financial Planning Industry
• John Nicola - Nicola Wealth

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

The Harvest ETFs Award for Female Trailblazer of the Year
• Marie Phillips - Next Steps Planning With IPC Securities

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

The IFSE Institute Award for Financial Literacy Champion
• Anna Hilberry - National Bank Financial

The National Bank Independent Network Award for Advisory Team of the Year (Under 10 Staff)
• Mciver Capital Management - CG Wealth Management

The Nour Private Wealth Award for Rising Star Advisor of the Year
• Jason Hunt - First Avenue Investment Counsel

The Sun Life Global Investments Award for Advisor of the Year – Responsible Investments
• Sonia Leroy - Leroy Wealth Management Group

The Trez Capital Award for Multi-Office Advisor Network/Brokerage of the Year
• Wellington-Altus Private Wealth Inc.

The Wealhouse Capital Management Award for Employer of Choice
• Wellington-Altus Private Wealth Inc.

WealthTech Service Provider of the Year
• Purpose Advisor Solutions