We are proud to be honoured in our community, province and nationwide
Winners, 2017 Wealth Professional Award
Top 50 Advisors
This award recognizes Canada's premier financial planners who have distinguished themselves within the industry through superior offerings and exemplary client service.
Finalist, 2017 Wealth Professional Award
Kevin Haakensen: Best Advisor - Alternative Investments
This award for excellence recognizes the standout performer in the investment industry who makes use of alternative solutions in developing investment solutions for their clients.
Winner, 2016 Wealth Professional Award
Kevin Hegedus: Multi-Service Advisor of the Year
This award for excellence recognizes outstanding advisors who demonstrate commitment beyond traditional financial advice - including insurance, succession consulting, investments, tax and estate planning, mortgages, retirement, and more.
Winner, 2015 Wealth Professional Award
Best Practice Individual Advisor Office (25 staff or less)
This prestigious national award sponsored by the Financial Planning Standards Council, is bestowed on the company, office or branch with 25 or fewer staff, taking into account volume/book size, client service and rentention and reputation.
Winner, 2015 Better Business Bureau Torch Award
Ethics & Integrity in Business Professional Services
The Torch Awards, presented by the Better Business Bureau of Saskatchewan, recognize service excellence and customer satisfaction, as well as leadership in ethical business practices.
Finalist, 2015 Great Saskatoon Chamber of Commerce SABEX Award
Community Involvement & Small Business of the Year
SABEX Awards are presented to area organizations that raise the standard in the quality of their products, services and economic and community contributions. We're honoured to have been a finalist - both for community involvement and for small business of the year.
Saskatoon, Financial Planning Consultants
The Consumer Choice Award conducts statistically accurate, independent market research to determine brand reputation, customer satisfaction and excellence. We're proud to have won this award for seven (7) consecutive years in the Financial Planning Consultants category.