Kirk Purai - CARTE DELIVERS THE ULTIMATE ADVISOR EXPERIENCE Canada's #1 choice for independent advisors - Carte Partners
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WEALTHPROFESSIONAL .CA
Kirk
Purai
Founder & CEO
of Carte Wealth
Management Inc.
CARTE DELIVERS
THE ULTIMATE ADVISOR
EXPERIENCE
Canada’s #1 choice for independent advisors
in Technology, Experience and Freedom
BROUGHT TO YOU BY AN AWARD-WINNING
PUBLISHING COMPANY
DIGITAL
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TABLE OF CONTENTS
THANK YOU to everyone who took part in the annual
Wealth Professional Awards. After a challenging year that INDIVIDUAL AWARDS
tested the resilience of many wealth professionals and The Advocis Award for 60
clients, these awards offer a true snapshot of the best and Young Achiever of the Year
brightest in the wealth management and financial planning The Harvest Portfolios Award 60
industry – those who have stepped up and offered a for Female Trailblazer of the Year
genuine reflection of excellence. The Avenue Living Asset Management 61
The Wealth Professional Awards recognize the Award for Portfolio/Discretionary
industry’s best, including financial advisors, brokerages, Manager of the Year
fund providers, BDMs and service providers. This year’s The Edward Jones Award for Excellence 62
awards celebrated excellence in the wealth management in Philanthropy and Community Service
profession across 23 prestigious categories. It was The ICM Asset Management Award for 64
wonderful to see such strong support for the seventh Advisor of the Year – Alternative Investments
annual Wealth Professional Awards. We would like to thank The IFSE Institute Award for 64
everyone who submitted a nomination and acknowledge Financial Literacy Champion
our esteemed panel of judges for lending their time and The Mandeville Private Client Award for 65
expertise to the endeavour. Canadian Advisor of the Year
The Wealth Professional Awards are produced by The NEI Investments Award for 66
Key Media, which publishes Wealth Professional magazine Advisor of the Year – Responsible Investments
and organizes a variety of awards ceremonies across The Nour Private Wealth Award for 68
Canada, where hundreds of professionals gather annually, Rising Star Advisor of the Year
in person or virtually, to acknowledge the best in their The TMX Group Award for Best Active 68
industry. We are proud to continue this tradition of Manager – Exchange-Traded Derivatives
celebrating excellence and would like to congratulate all of BDM/Wholesaler of the Year 69
this year’s winners and excellence awardees.
ETF Champion of the Year 69
James Burton Lifetime Achievement in the 70
Financial Planning Industry
Managing editor
Wealth Professional CEO of the Year 70
COMPANY AND TEAM AWARDS
The AGF Award for Engagement, 72
Loyalty and Client Care
The Equitable Bank Award for Multi-Office 75
Advisor Network/Brokerage of the Year
The Franklin Templeton Award for Advisory 76
Team of the Year (10 Staff or More)
The CI Global Asset Management Award for 76
Multi-Service Advisory Team of the Year
The CMI Mortgage Investments Award for 77
Key Media is an award-winning global media company Advisory Team of the Year (Fewer Than 10 Staff)
with offices around the world. Our growing portfolio of Employer of Choice 78
market-leading products connect business communities
Fund Provider of the Year 78
and product providers together in six key verticals
through print, online and events. Digital Innovator of the Year 80
The WP Readers’ Choice Award for 80
keymedia.com Service Provider of the Year
www.wpawards.ca 55
THE BEST IN THE BUSINESS For 2021, the Wealth Professional Awards shifted to a two-day virtual event that celebrated the industry’s top performers IN EARLY June, the Wealth Professional Awards recognized the honours speak to two key drivers of our success over the past year,” industry’s best during a two-day virtual event that featured not only said Judy Goldring, president and head of global distribution at award announcements, but also panel discussions with the various AGF Management. “Accelerating our digital transformation enabled finalists. Hosted by CBC’s Suhana Meharchand, the event featured us to effectively engage with and support our colleagues, clients and a total of 23 awards being handed out to deserving financial communities in the virtual environment. At the same time, our advisors, brokerages, fund providers, BDMs and service providers. culture of empathy and flexibility enabled everyone to succeed while One of the big winners on the first day was AGF Management, prioritizing their health and well-being. To be recognized for our which netted two awards: Digital Innovator of the Year and efforts in these regards is very gratifying.” Employer of Choice. Another highlight from the first day was the continued awards “We were incredibly proud to be named Digital Innovator of the streak of Richardson Wealth’s Francis Sabourin. Sabourin won the Year and Employer of Choice at the 2021 WP Awards, as these ICM Asset Management Award for Advisor of the Year – Alternative 56 www.wpawards.ca
METHODOLOGY
NOMINATIONS
Nominations were solicited and received from a wide
range of wealth professionals and organizations from
across Canada, including financial advisors, brokerages,
BDMs, fund providers and service providers. Nominations
were open from December 3, 2020 to February 26, 2021
and were free of charge. Nominators were asked to
provide the nominee’s contact details and a brief reason
for the nomination.
RESEARCH
The Wealth Professional Awards team conducted research
and drew on knowledge and information gained through
Wealth Professional magazine to supplement the
nominations received and to ensure that no one deserving
of recognition was missed.
FINALISTS
Once all nominations were considered and research
was complete, finalists were selected in each category
(except for the Lifetime Achievement Award) and notified.
Investments, a category in which he earned a silver award last year. All finalists were then invited to complete a detailed
“I remember it like it was yesterday, when I won my WP Award submission that addressed the category criteria in more
detail. That submission remained confidential unless
and gave my first acceptance speech,” Sabourin said. “I thought it
marked and was not shared with any third parties other
would have been my first and last one. Since then, I have won an than the judges. Finalists were announced in March 2021
award in each of the last six years from three different categories. on the event website and promoted
The standards are higher year after year, and I am always happy to in WP and online channels.
see this fierce and friendly competition among the finalists.”
Another noteworthy win on the first day was the Harvest JUDGING
Portfolios Award for Female Trailblazer of the Year, which went to All finalist submissions were
Jackie Porter of Carte Wealth Management. Earlier this year, forwarded to an independent
Porter spoke with WP on why empowering women to take control judging panel composed of
investment industry leaders and
of their finances is such an important area for her.
senior representatives. The panel
“We haven’t, in the past, given women the confidence they need,”
assessed and voted for the
she says. “Typically, when we talk to couples, we talk to the man, winners in each category
but I think that is starting to change because women are standing according to the relevant criteria.
to inherit trillions over the next 10 years. I do a lot of work helping Any judge with a conflict of interest
women, single women in particular, encouraging them to feel in a category recused themselves
confident about their money.” from judging that category.
Rounding out the remaining awards on the first day were
WINNERS
Brandt Butt, who took home the Nour Private Wealth Award for
Rising Star Advisor of the Year; An-Lap Vo-Dignard, who won the Using a simple points system to
aggregate the judges’ votes, the
NEI Investments Award for Advisor of the Year – Responsible
WP Awards team identified the
Investments; Elizabeth Naumovski, who won the IFSE Institute finalists with the top scores in each
Award for Financial Literacy Champion; Jillian Bryan, who took category. The winners were
home the TMX Group Award for Best Active Manager – Exchange announced at the virtual WP
Traded Derivatives; Amy Tang, who won the Advocis Award for Awards show on June 2-3, 2021.
Young Achiever of the Year; Alain Desbiens, who was named
BDM/Wholesaler of the Year; and the Rosedale Family Office,
which won the CI Global Asset Management Award for Multi-
www.wpawards.ca 57
Service Advisory Team of the Year. been a true pioneer in establishing exchanges around the world,
Day two saw more lively virtual panel discussions and the presenta- including founding the NEO Exchange and growing it into
tion of many of the event’s most prestigious awards, including Canada’s true alternative.
Canadian Advisor of the Year and the Lifetime Achievement Award. “When I was informed of winning this award, I felt honoured,
Karen Ikeda of Nicola Wealth, who ranked first on WP’s Top 50 proud, humbled, excited – lots of emotions, particularly for
Advisors list this year, took home the Mandeville Private Client Award someone who has only been calling Canada home for 17 years,”
for Canadian Advisor of the Year. Schmitt said. “When you win an award like this, you try and figure
“Thank you to Wealth Professional for awarding me Canadian out what you did that is different and unique. I think the one
Advisor of the Year,” Ikeda said in her acceptance speech. “Over the thing I did in my career was bring together great people who have
past 25 years, I have dedicated myself to growing my career in wealth a passion for the industry and the desire to make it better. I think
management. I have been fortunate to work with some incredible that element is the key that drove this award. It is to them that I
clients and learn from my talented colleagues along the way. I am would like to dedicate it – the teams I worked with, but also all the
proud to be among this esteemed group of advisors [nominated for industry stakeholders.”
this award] and congratulate you all for leading our industry.” Other winners on day two included Northland Wealth
Taking home Fund Provider of the Year was Horizons ETFs, which Management, which took home the Franklin Templeton Award for
had another banner year of bringing more unique product solutions to Advisory Team of the Year (10 Staff or More); TWM Group, which
the marketplace. won the AGF Award for Engagement, Loyalty and Client Care; CI
“For us, there was a lot that went into it, but we remained top of Assante Wealth Management, which grabbed the Equitable Bank
mind to our financial advisor clients,” said Steve Hawkins, president Award for Multi-Office Advisor Network/Brokerage of the Year;
and CEO of Horizons ETFs. “We had six of the 20 top-selling ETFs, Joshua Lane, who won the Edward Jones Award for Excellence in
and we were tied for second in overall net sales in 2020 from an AUM Philanthropy and Community Service; Lisa Langley, who was
perspective, so we really were top of mind relative to the big boys. named CEO of the Year; Pat Dunwoody, who won ETF Champion
[Launching] the very first psychedelics index ETF in the world, of the Year; and NaviPlan by Advicent, which took home the WP
bringing this new, novel asset class to the Canadian marketplace and Readers’ Choice Award for Best Service Provider.
the world, and the awareness to the Canadian investing public, was Read on to find out more about all the winners and excellence
something we thought was very important.” awardees at the 2021 Wealth Professional Awards. Key Media
The event capped off with the Lifetime Achievement Award, which and Wealth Professional would like to congratulate all of this
went to Jos Schmitt, co-founder, president and CEO of the NEO Group year’s winners and nominees, who truly exemplify excellence in
of Companies. Schmitt, a 30-plus-year veteran of the industry, has the Canadian wealth management industry.
58 www.wpawards.ca
THE 2021 JUDGING PANEL
Thank you to our esteemed judges for lending their time and expertise to help recognize and celebrate
excellence in the wealth management and financial planning profession
RANJAN BHADURI GRANT HICKS ALEXA BLAIN CHANTAL
CEO President Managing partner LAMOUREUX
Bodhi Research Group Advisor Practice Deetken Impact President and CEO
Management Institut québécois
de planification
financière (IQPF)
JAMES BURRON CARY LIST SANGEETA CHO- GREG POLLOCK
President Former president PRA-CHARRON President and CEO
Canadian Association of and CEO Management consultant Advocis
Alternative Strategies & FP Canada Jennings Consulting
Assets (CAASA)
DANIEL COLLISON CLAIRE VAN WYK-ALLAN PAT DUNWOODY
Managing partner Director, head of Canada Executive director
Advice2Advisors Alternative Investment Canadian ETF
Instructor Management Association
Schulich School of Business Association (AIMA)
www.wpawards.ca 59
THE ADVOCIS AWARD FOR THE HARVEST PORTFOLIOS
YOUNG ACHIEVER OF THE YEAR AWARD FOR FEMALE
TRAILBLAZER OF THE YEAR
This award recognizes a young advisor AWARD SPONSOR This award recognizes a female leader
who’s less than 40 years old, has in the wealth management and financial
more than three years of experience planning industry whose outstanding
as an advisor and has demonstrated personal and professional achievements
excellence in terms of year-over-year and role in championing women within
growth in book volume and revenue the wealth management industry
contributions, business development have earned them a place among the
ADVOCIS
strategies, and overall client service industry’s best.
and relationship management. Advocis, The Financial Advisors
Association of Canada, is the largest
voluntary professional membership
WINNER association of financial advisors WINNER
in Canada, representing more
than 17,000 member clients and
40 chapters across the country.
Advocis provides a platform of
knowledge, advocacy, community and
protection, advancing the value and
professionalism of financial advisors
and planners in the best interest of
the consumer. We offer professional
Amy Tang designations, continuing education, Jackie Porter
Desjardins Financial Security industry-leading publications and Team Jackie Porter –
Independent Network membership in a chapter network with Carte Wealth Management
mentorship programs, study groups
and practice development resources.
EXCELLENCE AWARDEES EXCELLENCE AWARDEES
For more information, visit
Adam Pukalo, PI Financial Corp. myadvocis.ca Erin Roy, Edward Jones
Adam Schacter, Capital Wealth Jennifer Tozser, Tozser Wealth
Partners – Mandeville Private Client Inc. Management – National Bank Financial
Darius Muica, Nour Private Wealth Julia Chung, Spring Planning
Jennifer Schmid, Doherty & Bryant Julie Shipley-Strickland,
Financial Strategists – CWB Wealth Julie Shipley-Strickland Wealth &
Management Risk Management – Wellington-Altus
Private Wealth
John Iaconetti, The McClelland
Financial Group of Assante Capital Kathy Sager, Canaccord Genuity
Management Wealth Management
Kalee Boisvert, Kalee Boisvert
“These industry leaders Laurie Bonten, Wellington-Altus
Financial Services – Raymond James faced unprecedented Private Wealth
Ladan Shokrgozar, Harbourfront challenges over the past Marie-Hélène Lapalme, iA Private
Wealth Management Wealth
year, and it’s wonderful to
Lubaba Rukhsana, T.E. Wealth – Nicole Deters, Harbourfront Wealth
CWB Wealth Management see their hard work and Management
Oliver Yoon, Purpose Advisor innovative ideas celebrated” Ruth Ashton, Polson Bourbonniere
Solutions Derby Wealth Management – iA Private
Greg Pollock Wealth
Steven Furtado, Zagari + Simpson –
Advocis
Mandeville Private Client Inc. Tina Tehranchian, Assante Capital
Management
60 www.wpawards.caTHE AVENUE LIVING ASSET MANAGEMENT AWARD FOR
PORTFOLIO/DISCRETIONARY MANAGER
OF THE YEAR
AWARD SPONSOR This award recognizes a portfolio AWARD SPONSOR
manager who, over the last 12 months,
has demonstrated excellence in year-
over-year growth in book volume
and revenue contributions, business
development strategies, overall client
service and relationship management,
HARVEST PORTFOLIOS AVENUE LIVING
added value to the brand, and results
ASSET MANAGEMENT
At Harvest, our guiding principles are achieved by product offerings.
premised on building wealth for our
Passionate about investing in the
clients through ownership of strong
WINNER everyday, Calgary-based Avenue
businesses that have the potential
Living has grown rapidly over the
to grow and generate steady income
past 15 years to over $2 billion in
over the long term. Founded in 2009,
assets under management across
Harvest manages over $1.4 billion
five investment vehicles. Avenue
in assets for Canadian investors. We
Living has built a strong platform with
offer equity-based mandates with
the goal to continue its exponential
clear objectives through income- and
growth pattern to be the best-in-class
growth-oriented ETF portfolios.
workforce housing provider in Canada
and the United States.
For more information, visit
harvestportfolios.com Jennifer Black For more information, visit
Access Private Wealth – avenuelivingam.com
Mandeville Private Client Inc.
EXCELLENCE AWARDEES
Arthur Salzer, Northland
Wealth Management
Colin Ryan, Wellington-Altus
Private Wealth
Francis Sabourin, Richardson Wealth
James Gauthier, JustWealth
John (Jay) D. Nash, Nash Family
“Having an award that Wealth Management – National Bank
Financial
recognizes different
Kevin Haakensen, PWM Private
professionals for their Wealth Counsel – iA Private Wealth “We believe in recognizing
strengths allows the Marc Dalpé, DalpéMilette Team – hard work, excellence,
industry to learn from the Richardson Wealth innovation and leadership
Martin Pelletier, Wellington-Altus
best of the best, which Private Counsel
– values that we continually
makes the entire financial Mary Hagerman, The Mary Hagerman
cultivate within our staff
industry better” Group at Raymond James and organization”
Stéphane Massé, National Bank
David Wysocki Financial Wealth Management Jason Jogia
Harvest Portfolios Group Susyn Wagner, Wagner Investment
Avenue Living Asset Management
Team – CIBC Wood Gundy
www.wpawards.ca 61THE EDWARD JONES AWARD FOR
EXCELLENCE IN PHILANTHROPY AND COMMUNITY SERVICE
This award recognizes an advisor or
advisory team whose outstanding
contributions of time, leadership
and financial support over a
sustained period of time, beyond
normal expectations, have made a
significant impact in the receiving
causes or communities.
WINNER
Joshua Lane
Kaspardlov & Associates
EXCELLENCE AWARDEES
Aaron Ruston
Purposed Financial
An-Lap Vo-Dignard
The Vo-Dignard Provost Group
David Little
Little Wealth Management –
iA Private Wealth
Gianni Crivello
TD Private Investment Advice
John Nicola
Nicola Wealth
Jonathan Ross
Richardson Wealth
Mark Henry Chau
TD Private Investment Advice
Marvin J. Schmidt
The Schmidt Investment Group –
CIBC Private Wealth
Michelle Hastick-Cowell
Mandeville Private Client Inc.
Sheron Lau
MICHELLE HASTICK-COWELL
Research Capital Corp.
Senior Investment Advisor
Tina Tehranchian Mandeville Private Client Inc.
Assante Capital Management
62 www.wpawards.caAWARD SPONSOR
FEATURED WINNER
Michelle Hastick-Cowell
MICHELLE HASTICK-COWELL has achieved more than most of us can dream
of. Not only has she conquered the world of sports, but she is also one of the
most respected figures in Canada’s financial sector. As a track and field star,
Hastick-Cowell has represented her country at the World University Games, the EDWARD JONES
Francophone Games, the Commonwealth Games, the World Championship Games
Edward Jones is a full-service
and, most notably, the 2000 Sydney Olympics. To date, she is one of the most investment dealer with more than
decorated Canadian triple jumpers in history and has achieved incredible feats, 850 financial advisors in Canadian
such as winning Canada’s first-ever international triple jump medal and being the communities from coast to coast. A
first female Canadian to surpass 14 metres. member of the Investment Industry
Hastick-Cowell has used her athletic spirit and team-first mentality to achieve Regulatory Organization of Canada
greatness both on and off the field. For the last 20 years, she has worked hard and the Canadian Investor Protection
to provide investment and financial advice for the benefit of others. The pursuit Fund, the firm is also a participating
of career success has led Hastick-Cowell to be selected as one of Wealth organization in the Toronto Stock
Exchange. Edward Jones has been
Professional’s Women of Influence. Additionally, she competed as the only female
ranked number one for seven
finalist against six other advisors in HollisWealth’s Epic Challenge, where she was
consecutive years in J.D. Power’s
tasked with discussing an industry-related topic. Her choice to speak about the Full Service Investor Satisfaction
industry-wide implementation of CRM2 led Hastick-Cowell to be selected the Study (2013–2019).
winner in a landslide by her peers and a panel of judges that included Marshall
For more information, visit
Goldsmith and Twitter co-founder Biz Stone. She’s a proud leader in her field
edwardjones.ca
and has reached spectacular heights because of her drive and people-focused
mentality. Currently, she holds the title of senior investment advisor at Mandeville
Private Client Inc.
Hastick-Cowell had this to say about her investment dealership: “Why
Mandeville? In my world, the best train with the best. There’s no one else in
Canada who has done what Michael Lee-Chin has done – truly democratizing this
whole entire industry and showing everybody how to become wealthy. When I was “Giving back to the
an athlete, I trained with the best. I went to Louisiana. I went to Texas. I knew what communities we live in is
it took to become the best. This is why I joined Mandeville – in order to become the
best and show people that path you have to be with the best.”
an important and beautiful
Hastick-Cowell’s professional accomplishments are enough to warrant her part of our culture at
celebration, but it is equally her values and community engagement efforts that Edward Jones, and we look
deserve applause. She is a firm believer that the gifts of time, knowledge and wisdom
are priceless, and for those reasons, she shares her voice through motivational forward to hearing from
speaking engagements with a variety of organizations, charities and BKIFG, where award-winning advisors on
she is the vice-president of wealth and strategic management. She and her team
how their contributions,
also contribute an astounding 1,000 volunteer hours to their community through
their weekly commitment to charitable organizations. As if that weren’t impressive leadership and support
enough, they also make an effort to perform random acts of kindness for those in have helped philanthropic
need and give everything from groceries for a hungry family to gift cards for the
homeless. It is these charitable efforts that have led Hastick-Cowell to be recognized
causes, as well as their brand
as an excellence awardee for the Edward Jones Award for Philanthropy and and businesses”
Community Service. Truly, she is a source of inspiration, strength and goodness for
her team, her family, her community and her industry. David Gunn
For more information, visit mandevilleinc.com. Edward Jones
www.wpawards.ca 63THE ICM ASSET MANAGEMENT AWARD FOR THE IFSE INSTITUTE AWARD FOR
ADVISOR OF THE YEAR – FINANCIAL LITERACY
ALTERNATIVE INVESTMENTS CHAMPION
This award recognizes an advisor AWARD SPONSOR This award recognizes an exceptional
who, over the last 12 months, has finance professional who has
demonstrated excellence in terms demonstrated leadership and a
of knowledge and understanding of commitment to bettering the lives of
alternative investment opportunities, individuals and families by promoting
commitment to client education on financial literacy and actively working to
alternative investments, approach educate members of their community.
to regulatory compliance, business
ICM ASSET MANAGEMENT
development strategies, and overall client
service and relationship management. ICM is a registered alternative
investment fund manager and
portfolio manager focused on
WINNER WINNER
owning, operating and investing in
real assets. We offer retail, private
client and institutional investors
an array of private investment
opportunities focused on real estate,
private equity, private debt and
infrastructure strategies.
Our goals are simple: We strive
to preserve wealth and generate
Francis Sabourin attractive risk-adjusted returns Elizabeth Naumovski
Richardson Wealth while providing the highest level of Caldwell Securities
client service.
Today, we manage more than
EXCELLENCE AWARDEES $1 billion worth of assets across EXCELLENCE AWARDEES
numerous investment vehicles
Arthur Salzer, Northland Wealth and advisory relationships and Heather Holjevac, Holjevac Financial
Management have considerable experience in Group
originating, structuring, and financing
Carolyn Seaforth, Pinnacle Wealth Jackie Porter, Team Jackie Porter –
investment transactions and
Brokers Carte Wealth Management
managing risk in alternative assets.
Darcie Crowe, Canaccord Genuity Jason Hunt, Alterna Wealth
Wealth Management For more information, visit
Luc Girard, Desjardins
icmassetmanagement.com
Gloria Malek, The Malek Group –
Matthew Ablakan, Millennial’s
TD Wealth Private Investment Advice
Choice
Ida Khajadourian, Richardson Wealth
Njideka Harris-Eze, T.E. Wealth –
Klint Rodgers, Axcess Capital “Wealth Professional CWB Wealth Management
Advisors has become a leader in Robyn K. Thompson, Castlemark
Leo Shekhter, Shekhter Financial – Wealth Management
Aligned Capital Partners
recognizing advisors who
Sonia LeRoy, LeRoy Wealth
Michael Hayhoe, Hayhoe Team –
excel in their field, so it is Management Group – IPC Securities
Mandeville Private Client Inc. important to us that we Tracey Bissett, Bissett Financial
Rory O’Connor, Richardson Wealth support the celebration of Fitness
Travis Forman, Harbourfront Wealth their achievements” Tracey Lundell, Sea Glass Wealth
Management Advisory – Harbourfront Wealth
Michael Baker Management
ICM Asset Management
64 www.wpawards.caTHE MANDEVILLE PRIVATE CLIENT AWARD FOR
CANADIAN ADVISOR OF THE YEAR
AWARD SPONSOR This award recognizes the most AWARD SPONSOR
outstanding advisor in Canada working
in an advisory firm or team (regardless
of business size and model), who has
demonstrated excellence in year-over-
year growth in book volume and revenue
contributions, business development
IFSE INSTITUTE strategies, and overall client service and MANDEVILLE PRIVATE CLIENT
relationship management.
IFSE is the educational arm of
At Mandeville, your interests always
The Investment Funds Institute of
come first when we suggest solutions
Canada (IFIC) and a leader in online
WINNER or investment approaches. We are
learning delivery. We are dedicated
dedicated to conducting business
to helping Canadians improve their
with the utmost transparency,
financial literacy through best-in-
professionalism and integrity. We
class financial education and support.
are committed to creating and
As a not-for-profit organization,
preserving your wealth.
we make our training affordable to
ensure that financial education is For more information, visit
widely accessible. mandevilleinc.com
For more information, visit ifse.ca
Karen Ikeda
Nicola Wealth
EXCELLENCE AWARDEES
Chad Larson, MLD Wealth
Management Group – Canaccord
Genuity Wealth Management “As a firm, we are proud
Christine LaLiberté, Insightful Wealth of our association with the
Group – Manulife Securities Inc.
WP Awards and of our
Elie Nour, Nour Private Wealth
continued sponsorship of
Faisal Karmali, Popowich Karmali
“It’s wonderful to Advisory Group – CIBC Wood Gundy the Mandeville Advisor
have something positive to Ida Khajadourian, Richardson Wealth of the Year Award. It is
celebrate and to recognize Jamie Suprun, Suprun Wealth a great opportunity to
all the hard work industry Management – iA Private Wealth network and share ideas
Jason Polsinelli, Polsinelli Financial
professionals have put in Advisory Group
and best practices. It is also
to make sure the sector Michael Comeau, Edward Jones
important to come together
continues to function Richard Rampersad, Manulife
as an industry to celebrate
effectively and clients are Securities Inc. our collective achievements
well looked after” Rob Tétrault, Tétrault Wealth and milestones”
Advisory Group – Canaccord Genuity
Christina Ashmore Wealth Management Diana Oddi
IFSE Institute Todd Degelman, Wellington-Altus Mandeville Private Client Inc.
Private Wealth
www.wpawards.ca 65THE NEI INVESTMENTS AWARD FOR
ADVISOR OF THE YEAR – RESPONSIBLE INVESTMENTS
This award recognizes an advisor AWARD SPONSOR
who, over the last 12 months, has
demonstrated excellence in knowledge
and understanding of socially
responsible investments (SRI), a
commitment to educating their clients
and the industry on SRI opportunities,
and overall client service and
relationship management.
NEI INVESTMENTS
NEI Investments is a Canadian asset
WINNER manager committed to providing
focused investment solutions advised
by best-of-breed, independent
portfolio managers. NEI delivers
disciplined, active asset management
with a longstanding focus on
environmental, social and governance
factors, and a well-defined corporate
engagement process designed to
create sustainable long-term value.
An-Lap Vo-Dignard NEI is a wholly owned subsidiary of
The Vo-Dignard Provost Group Aviso Wealth, a national integrated
financial services company with more
than $90 billion in assets.
EXCELLENCE AWARDEES For more information, visit
neiinvestments.com
Cory Sheehan
Edward Jones
Francis Sabourin
Richardson Wealth
François Guy
CIBC Wood Gundy
Hussain Ahmad
Zagari + Simpson – Mandeville Private
Client Inc.
“Investors place tremendous
Lyne Larochelle
Investia Financial Services trust in the people who
Sébastien St-Hilaire help them manage, care
Desjardins Securities for and empower their
Shane Borthwick money, and it’s important
Investia Financial Services
to acknowledge those in
Sonia LeRoy
LeRoy Wealth Management Group – our industry who do that
IPC Securities job well”
Sue May Talbot
Genus Capital Management David Rutherford
Tim Nash NEI Investments
Good Investing
66 www.wpawards.ca2021
Wealth
Professional
FEATURED WINNER Awards
The Vo-Dignard Provost Group
SEVERAL YEARS AGO, An-Lap Vo-Dignard and Ian Provost, has attended several ESG-related conferences in both Montreal
the two associates of the VP Group, determined it was important and New York.
to develop ESG portfolio management expertise in their To add even more to the team’s strength, they recently
practice. It’s important for them to give back, and they’re very hired in their analyst team someone who had prior experience
involved in philanthropy. They support several causes and also working in climate change at the Caisse de dépôt et placement
are on the boards of the Montreal Heart Institute Foundation, du Québec (CDPQ). VP Group also manages the OPUS Private
the Papillon Foundation, the Bruny Surin Foundation and the Fund exclusively for their clients, which applies ESG criteria and
Jasmin Roy & Sophie Desmarais Foundation. has a 5-star rating from Morningstar.
Therefore, Vo-Dignard and Provost thought it was important These efforts were recognized this year when the VP Group
to make investment choices that were in line with their personal won the NEI Investments Award for Advisor of the Year –
values while still maximizing the risk-adjusted returns of their Responsible Investments.
clients’ investments. Both hold the Responsible Investment Over the years, the VP Group has developed a specific ESG
Specialist designation and encourage their team members to expertise that now allows them to “do well while doing good” for
earn it as well. Vo-Dignard has taken a Harvard Business School their clients.
online course on sustainable business strategy, and the team For more information, visit vpbnc.ca.
www.wpawards.ca 67THE NOUR PRIVATE WEALTH AWARD FOR THE TMX GROUP AWARD FOR
RISING STAR ADVISOR OF THE YEAR BEST ACTIVE MANAGER –
EXCHANGE-TRADED
DERIVATIVES
This award recognizes an advisor AWARD SPONSOR This award recognizes an advisor who
who, in their first three years in the is actively implementing Canadian
business, has demonstrated excellence exchanged-traded derivatives in their
in terms of year-over-year growth in book of business and who, over the last
book volume and revenue contributions, 12 months, has demonstrated excellence
business development strategies, and in a commitment to client education on
overall client service and relationship exchange-traded derivatives, year-over-
management. year growth in book volume and revenue
NOUR PRIVATE WEALTH contributions, business development
Nour Private Wealth is an independent strategies, and overall client service and
wealth management firm specializing relationship management.
in meeting the needs of a growing
WINNER number of high-net-worth private WINNER
clients and select corporate investors.
At NPW, we realize that all clients
are different, and their investment
and wealth planning needs evolve.
Our advisors are equipped to provide
the expertise needed across all
facets of the wealth management
spectrum, ranging from portfolio
construction and retirement, tax, and
Brandt Butt estate planning right up to insurance Jillian Bryan
Endeavour Wealth Management – and private capital. TD Wealth Private
iA Private Wealth NPW advisors manage portfolios Investment Advice
using a diverse mix of asset classes,
delivering strong risk-adjusted
EXCELLENCE AWARDEES EXCELLENCE AWARDEES
returns while providing the highest
personalized client service level.
Christopher Matugas, Connect First Avin Mehra
Private Wealth For more information, visit npw.ca CIBC Wood Gundy
Cody Gordon, Verus Financial – Greg Flower
National Bank Financial Wealth Red Barn Investment Counsel
Management Ian Po
Deanna Beaudoin, Edward Jones RBC Dominion Securities
Felix Zhang, Edward Jones “The Wealth Professional Idrees Baksh
Awards is more than Larente Baksh & Associates –
George Ripoll, BMO Private Wealth
TD Wealth Private Investment Advice
Janet Dawes, Green Private Wealth – just a pat on somebody’s
Martin Gendron
Harbourfront Wealth Management shoulder or a boost of ego. Desjardins Gestion de Patrimoine
Jessica Keus, Wellington-Altus It recognizes advisors’ hard
Private Wealth
Nicky Correa, CorrWealth
work and gives confidence
Management in their clients and pride to
Pradip Bhattacharya, Edward Jones the employees and team”
Robert Kazan, Alterna Wealth
Elie Nour
Nour Private Wealth
68 www.wpawards.caBDM/WHOLESALER ETF CHAMPION
OF THE YEAR OF THE YEAR
AWARD SPONSOR This award recognizes a BDM or This award recognizes a wealth
wholesaler who, over the last 12 professional who is actively
months, has provided superior service implementing ETFs in their book
to advisors and demonstrated excellence of business or practice or who, over
in communication and accessibility, the last 12 months, has displayed a
understanding of advisors’ businesses, commitment to advancing the ETF
product knowledge, contributing value industry with efforts to innovate,
to advisors, year-over-year growth, promote and communicate the value
TMX GROUP business development strategies, and of ETFs to investors and the industry.
TMX Group operates global markets overall client service and relationship
and builds digital communities and management.
analytic solutions that facilitate the
funding, growth, and success of WINNER WINNER
businesses, traders, and investors.
TMX Group’s key operations
include the Toronto Stock Exchange,
TSX Venture Exchange, TSX Alpha
Exchange, the Canadian Depository
for Securities, Montréal Exchange,
Canadian Derivatives Clearing
Corporation and Trayport, which
provide listing markets, trading
markets, clearing facilities, depository Alain Desbiens Pat Dunwoody
services, technology solutions, data BMO Global Asset Management Canadian ETF Association
products and other services to the
global financial community.
TMX Group is headquartered in EXCELLENCE AWARDEES EXCELLENCE AWARDEES
Toronto and operates offices across
North America (in Montreal, Calgary, Clarke Haynes Bruce Cooper
Vancouver and New York), as well as Canada Life TD Asset Management
in key international markets, including
London and Singapore. Elizabeth Dykes Kevin Prins
Bridgehouse Asset Management BMO Global Asset Management
For more information, visit tmx.com
Emily Newman Lisa Lake Langley
Avenue Living Asset Management Emerge Canada
“This award is important Krista Hicks Mark Noble
Horizons ETFs Horizons ETFs
because it highlights
Patrick Graham Mary Hagerman
investment advisors who Franklin Templeton The Mary Hagerman Group at
utilize options in helping Philip Douglas
Raymond James
their clients with their Harvest ETFs Michael Cooke
Mackenzie Investments
investment strategies to Reed Pettinger
Mackenzie Investments Som Seif
increase income and reduce Ryan Cipolla
Purpose Financial
portfolio risk” Sun Life Global Investments Tyler Mordy
Forstrong Global Asset Management
Sara Dowlatshahi
Richard Ho Dynamic Funds
TMX Group
www.wpawards.ca 69LIFETIME CEO OF THE YEAR
ACHIEVEMENT IN THE
WEALTH MANAGEMENT
INDUSTRY
This award recognizes and celebrates This award recognizes a CEO whose
a leading figure who has contributed exceptional leadership over the last 12
much to the advancement of the wealth months has brought their organization
management industry in Canada. It to a new level of growth and success
acknowledges an individual with an and stimulated the wealth management
established history of distinguished industry. Criteria include leadership
service to the wealth management of workforce, corporate growth,
profession, who has exhibited leadership performance and positive financial
and provided inspiration to others while results, and commitment to corporate
keeping the interests of the profession at values and to the overall wealth
the top of their priorities, as evidenced management industry.
by their accomplishments.
WINNER
RECIPIENT
Lisa Lake Langley
Emerge Canada
Jos Schmitt
Co-founder, president and CEO
NEO Group of Companies EXCELLENCE AWARDEES
Bill Packham, Aviso Wealth
Dan Daviau, Canaccord Genuity
Wealth Management
David Gunn, Edward Jones Canada
Kathy Bock, The Vanguard Group
Kevin Gopaul, BMO Global Asset
“Another important element Management
in a fulfilling life is giving Kurt MacAlpine, CI Global Asset
Management
back to other people. If you
Michael Kovacs, Harvest ETFs
are successful, you have to
Michael Lee-Chin, Mandeville Private
share some of that success Client Inc.
and allow other people to Som Seif, Purpose Financial
become successful” Steve Hawkins, Horizons ETFs
Jos Schmitt
NEO Group of Companies
70 www.wpawards.ca2021
Wealth
Professional
Awards
FEATURED WINNER
Lisa Lake Langley
Emerge Canada
LISA LANGLEY, founder and CEO of Emerge Canada, has their performance for a year, knowing they had one shot at
returned strongly to the Canadian investment scene, where making an impression in the minds of advisors and investors.
she has been a well-known industry figure. It has been said Before the one-year performance release, the world
that if it’s new and it’s difficult to do, then Lisa Langley is experienced a global pandemic and market crash. Emerge’s
likely involved. ETFs in disruptive technologies experienced a decline in this
Langley previously won awards for product innovation risk-off period. Still, they then began to lead the way out of
and advisory support. After 23 years in Toronto, she took a the fog. For its first anniversary, Emerge was able to share the
position abroad and then in the US. Ten years later, she is back incredible performance. With the support of a fantastic team
in Toronto, and true to her legacy of leading with innovation. of business partners, the company accelerated its marketing
Langley made a splash this year, winning the CEO of the Year message and began to gain traction in assets.
Award and receiving a nomination for ETF Champion of the Emerge jumped to the top of the leaderboard for
Year as she continues to support the Canadian ETF landscape. performance and asset growth, expanding from approximately
Emerge started from scratch, assembled a small team of $15 million at the end of 2019 to $204 million by year-end – a
experts and hired ARK Invest as the subadvisor for its Emerge tremendously successful team achievement and the proper
ARK ETFs. Against all odds, the Emerge team launched five way for Langley to return to Canada. Emerge continues to
ETFs simultaneously on July 29, 2019. work towards launching new strategies to add value and
Emerge identified a gap for truly actively managed, provide support and service to the advisors who are the
research-oriented innovation funds/ETFs. The Emerge team backbone of this industry.
took a chance, knowing they would not be able to promote For more information, visit emergecm.ca.
www.wpawards.ca 71THE AGF AWARD FOR
ENGAGEMENT, LOYALTY AND CLIENT CARE
This award recognizes an advisory team AWARD SPONSOR
or office that has displayed excellence
over the last 12 months in maintaining
consistent and sustainable customer
service standards; a commitment to
product offerings, product knowledge AGF
and education; innovation in service;
Founded in 1957, AGF Management
and a reflection of client strategy in
Limited (AGF) is a diversified global
business success. asset management firm with retail,
institutional, alternative and high-net-
worth businesses. As an independent
WINNER firm, we strive to help investors
succeed by delivering excellence in
investment management and providing
an exceptional client experience.
Being an independent firm
has allowed us to make strategic
acquisitions that improve our client
service experience and enable us to
offer new and innovative products while
enhancing our research capabilities.
Our suite of diverse investment
TWM Group solutions extends globally to a wide
range of clients, from individual
investors and financial advisors to
EXCELLENCE AWARDEES institutions, including pension plans,
corporate plans, sovereign wealth
funds, endowments and foundations.
Britton Wealth Management and
Planning Consultants For more information, visit agf.com
Carte Wealth Management
Enhanced Wealth Management –
Wellington-Altus Private Wealth
Flagstone Financial Group –
iA Private Wealth “It’s always important to
Little Wealth Management Group recognize those who stand
– iA Private Wealth
out from the crowd, and
Sager Financial Group –
Canaccord Genuity Wealth while the pandemic prevents
Management us from coming together
The Martin Advisory Group in person this year, it can’t
The RaeLipskie Partnership – and won’t – stop us from
Zagari+Simpson – Mandeville showcasing the best our
Private Client Inc. industry has to offer”
Frédéric Poitras
AGF
72 www.wpawards.ca2021
Wealth
Professional
Awards
FEATURED WINNER
TWM Group
AS THE WINNER of the coveted AGF Award for Engagement, tax minimization, cash flow planning, business succession
Loyalty and Client Care, TWM Group knows the value of a truly planning, and benefits and pension administration. In 2020,
client-centric approach. we adopted one of the world’s leading CRM platforms in
“We stand for a comprehensive service proposition aimed financial services to improve operational efficiency and
to help our clients reach their goals with peace of mind,” ensure our service goes smoothly. Last year, we also produced
explains Nader Hamid, co-founder of TWM Group. “Our a new video series addressing current events. Our goal is to
investment committee’s research and analysis help us build make sense of all the media noise, especially when there was
the most robust portfolios in a fast-changing environment. a risk of media overload anxiety.”
In 2020, our exposure to alternative investments helped us These efforts gave TWM Group the versatility to go above
navigate the pandemic crisis. Our meticulous due diligence and beyond in client care. The team often adapts their
process ensures each position has a sound economic operations to individual cases, demonstrating why their
rationale, clear visibility and a sound legal structure.” approach is such a winning one.
Hamid also explains TWM Group’s proposition involving “Only through very efficient operations can we go that extra
comprehensive services and improved efficiency. “We offer step,” Hamid says.
portfolio management, retirement and estate planning, For more information, visit twmgroup.ca.
www.wpawards.ca 73THE AGF AWARD FOR
ENGAGEMENT, LOYALTY AND CLIENT CARE
2021
WEALTH
PROFESSIONAL
FEATURED WINNER AWARDS
ELLENCE AWARD
EXC
Carte Wealth Management Inc.
THE ACCOLADES for Carte mutual fund dealer with a completely
Financial Group continue to pour in. digital platform, providing leading-
In addition to being recognized by edge technology through a back office
Investment Executive as the number- with the products and services that
one independent investment dealer advisors and clients demand. This
for the third year in a row, Carte year, Carte is out front again, leading
Wealth Management has also received their peers as the first to offer liquid
an excellence award at the Wealth alternatives.
Professional Awards. Key to the company’s stellar growth
Carte’s founder and CEO is Kirk is their personal touch with advisors
Purai. Having achieved membership and clients. Carte has been able to
in the international association Million stay true to their core values of care,
Dollar Round Table, Purai envisioned trust and integrity at every touchpoint.
a company to support independent Carte Financial Group has two
advisors. He built Carte to provide subsidiaries: Carte Risk Management
advisors the freedom to choose how Inc., an insurance MGA, and Carte
they run their own practice with the Wealth Management Inc., an
strength of an established, visionary independent mutual fund dealer that
organization behind them, supporting is licensed nationally. Carte Wealth
whatever they need. Management is also registered as an
Carte’s goal is to provide the exempt market dealer.
ultimate advisor experience. In 2018, Carte advisors enjoy true
they were the first independent mutual independence with the powerful
fund dealer with an internal marketing support and scale of an industry
department dedicated solely to the leader. This is the success strategy
advisor’s marketing needs. Advisors every entrepreneur needs. Carte
can access customized solutions, is committed to continue being
including professional marketing, Canada’s number-one choice for
social media content, website design independent advisors.
and overall media management. For more information, visit
In 2019, Carte became the first cartefinancial.com.
74 www.wpawards.caTHE EQUITABLE BANK AWARD FOR
MULTI-OFFICE ADVISOR NETWORK/BROKERAGE
OF THE YEAR
This award recognizes an advisory AWARD SPONSOR
network or brokerage that has
demonstrated excellence over the
last 12 months in year-over-year
AUM growth, employee value
proposition (including business
development support, marketing
EQUITABLE BANK
support, education, training and
philanthropy), growth and innovation Equitable Group Inc. is a growing
strategy, and industry reputation. Canadian financial services business
that operates through its wholly owned
subsidiary, Equitable Bank. Equitable
WINNER Bank, Canada’s Challenger Bank™ ,
has grown to become the country’s
ninth largest independent Schedule
I bank through its proven branchless
approach and customer service
focus in providing residential lending,
commercial lending and investment
solutions to Canadians.
EQ Bank, the digital banking
CI Assante Wealth platform offered by Equitable Bank,
provides state-of-the-art digital
Management
banking services. The EQ Bank
Savings Plus Account reimagines
banking for Canadians by offering the
EXCELLENCE AWARDEES functionality of a chequing account to
perform daily banking with ease, as
Canaccord Genuity Wealth well as a great everyday interest rate
Management to help transactional balances grow
into bigger savings. From unlimited
CIBC Wood Gundy Interac© e-transfers and bill payments
Edward Jones to payroll deposits and no monthly
fees, everyday banking is now a richer
iA Private Wealth prospect for Canadians.
Mandeville Private Client Inc.
For more information, visit
Nour Private Wealth equitablebank.ca
RBC Dominion Securities
Wellington-Altus Private Wealth
“Being a sponsor for the
Wealth Professional Awards
allows us to recognize the
financial advisors who have
supported us through this
truly unusual year”
Damon Knights
Equitable Bank
www.wpawards.ca 75THE FRANKLIN TEMPLETON AWARD FOR THE CI GLOBAL ASSET
MANAGEMENT AWARD FOR
ADVISORY TEAM OF THE YEAR
(10 STAFF OR MORE) MULTI-SERVICE ADVISORY
TEAM OF THE YEAR
This award recognizes an advisory AWARD SPONSOR This award recognizes an advisory team
team or office with 10 staff or more offering a full suite of services, including
(including full-time equivalents, but not limited to insurance, succession
advisors and support staff) that has planning, investments, tax and estate
demonstrated excellence over the last 12 planning, mortgages, and retirement
months in year-over-year AUM growth, FRANKLIN TEMPLETON planning. Criteria include year-over-
employee value proposition (including year AUM growth, variety of products
Franklin Templeton is a global leader
business development support, in investment management with
and services, business development
marketing support, education, training clients in over 170 countries. Here in strategies, and overall client service and
and philanthropy), and growth and Canada and abroad, we are dedicated relationship management.
innovation strategy. to one goal: delivering exceptional
asset management for our clients.
At the core of our success is our
WINNER multiple independent investment
WINNER
teams, each with a focused area
of expertise, from traditional to
alternative strategies and multi-asset
solutions. All of these investment
teams share a common commitment
to excellence grounded in rigorous,
fundamental research and robust,
disciplined risk management. This
Northland Wealth expertise in Canada, combined with The Rosedale Family Office –
Management extensive global resources and a Wellington-Altus Private
focus on excellence, has made us Wealth
a trusted partner to generations of
advisors and investors.
EXCELLENCE AWARDEES EXCELLENCE AWARDEES
For more information, visit
Alterna Wealth franklintempleton.com Allen Private Wealth Group –
iA Private Wealth
Brassard Goulet Yargeau,
Services financiers intégrés – Caring for Clients
iA Private Wealth
Longevity Achieved
Hemmett Anseeuw & Associates
Polson Bourbonniere
– Harbourfront Wealth “This event puts a Derby Wealth Management –
Management
spotlight on the important iA Private Wealth
Lawton Partners Wealth
Management contributions wealth RT Mosaic Wealth Management
Nour Private Wealth
managers are making The McClelland Financial Group
beyond the client sphere in of Assante Capital Management
Popowich Karmali Advisory
Group – CIBC Wood Gundy the form of philanthropy, The Racine-Marcotte Advisory
Group at RBC Wealth Management
PWM Private Wealth Counsel – community service and Dominion Securities
iA Private Wealth financial literacy” Woodgate Financial
The McClelland Financial Group
of Assante Capital Management Liz Bouthillier Zagari+Simpson – Mandeville
Frankln Templeton Private Client Inc.
76 www.wpawards.caTHE CMI MORTGAGE INVESTMENTS AWARD FOR
ADVISORY TEAM OF THE YEAR
(FEWER THAN 10 STAFF)
AWARD SPONSOR This award recognizes an advisory AWARD SPONSOR
team or office with fewer than 10
staff (including full-time equivalents,
advisors and support staff) that has
demonstrated excellence over the last 12
CI GLOBAL ASSET months in year-over-year AUM growth, CMI MORTGAGE INVESTMENTS
MANAGEMENT employee value proposition (including
Founded in 2005 as a family-owned
CI Global Asset Management (CI
business development support,
mortgage brokerage, CMI Financial
GAM) is one of Canada’s largest marketing support, education, training
Group (CMI) has grown to become a
investment management companies and philanthropy), and growth and multi-faceted, award-winning leader
with more than 100 investment innovation strategy. in the Canadian non-bank financial
professionals with extensive expertise services market.
navigating multiple markets. We offer CMI Mortgage Investments,
a curated collection of the traditional
WINNER
established in 2011, represents the
and alternative strategies you want private lending arm of CMI Financial
with the performance you need to Group. As Canada’s premier private
achieve your unique goals. We are lender, CMI Mortgage Investments
committed to investment excellence helps investors achieve competitive
and focus on exceeding expectations returns by sourcing, underwriting
every day. and offering fixed-rate mortgage
The Racine-Marcotte investment opportunities that
For more information, visit ci.com/en are backed by collateral security.
Advisory Group at
Mortgage administration and risk
RBC Wealth Management management services are provided
Dominion Securities through CMI Mortgage Services,
ensuring a truly passive and turn-key
experience for investors.
EXCELLENCE AWARDEES
Having successfully funded more
than $575 million in private mortgages,
Britton Wealth Management and CMI Mortgage Investments is one
Planning Consultants of the country’s fastest-growing
alternative lending firms.
Capital Wealth Partners –
Mandeville Private Client Inc.
For more information, visit
Caring for Clients canadianlending.ca/investors
Dekker Hewett Group – Canaccord
“At CI, we strongly believe in Genuity Wealth Management “This award acknowledges
the value of advice, and it is Endeavour Wealth Management – the critical importance
iA Private Wealth of client-centric advice
important to recognize these
efforts and acknowledge Gilman Deters Private Wealth delivery ... and the spirit of
how that advice has Insightful Wealth Group – innovation driving the use
Manulife Securities Inc.
contributed to help clients of digital platforms and
Tétrault Wealth Advisory Group –
achieve their goals” Canaccord Genuity Wealth
planning tools”
Management
Jennifer Sinopoli Kevin Fettig
CI Global Asset Management The Waterfront Group at CMI Mortgage Investments
Wellington-Altus
www.wpawards.ca 77You can also read
