Wealth Professional is Canada’s leading industry resource for the financial planning industry. The Wealth Professional Awards bring together industry leaders to celebrate excellence in the Wealth Management industry and recognizes individuals, teams and companies for their outstanding achievements and contributions to the field.
We are pleased to announce that in 2016 we have received our second Wealth Professional Award!
Sponsored by the B2B Bank, this award for excellence recognizes the standout business of an advisor demonstrating commitment to clients with full suite of services beyond traditional financial advisory. This recognizes the leading business in servicing clients by offering a multi-platform of products, insurance, succession consulting, investments, tax and estate planning, mortgages, retirement etc.