While results and the service we provide clients remain our focus, we are honoured to be recognized by some of the leading business organizations in Saskatoon, Saskatchewan and nationally.
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.
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 eight (8) consecutive years in the Financial Planning Consultants category.
A 5-Star Advisor Team Award
5-Star Awards recognize outstanding service and products in the wealth sector across a number of criteria, including communication, portfolio performance, product knowledge, and more.
Portfolio/Discretionary Manager of the Year
This award recognizes the most outstanding portfolio manager in Canada who has displayed excellence over the last 12 months. Eligible nominees are portfolio/discretionary managers (in the advisor channel or the private discretionary division), compensated by clients (not a fund).
The Franklin Templeton Investments Award for Top Advisor Office (More than 10 Staff)
This Award goes to the outstanding advisor practice company, office or branch with 10 or more staff or full-time equivalents on a national scale. Consideration goes to standout achievements of the year, growth, amount of business written during the year, overall customer service and stakeholder engagement
The Mandeville Private Client Inc. Award for Advisor of the Year
This Advisor of the Year Award recognizes outstanding financial advisor who has best excelled at pushing the envelope with innovation and growth, garnering both industry and investor attention and the respect of his/her peers and colleagues. The Awardee must demonstrate an unfaltering commitment to his/her clients with exemplary customer service while building and cementing client relationships.
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 recognized as Small Business of the Year.
Wealth Professional Magazine
A lot more is expected these days from those at the top of their profession. Holistic financial planning is what the industry is all about right now, and in order to provide such a service, many advisors elect to pool their resources. Consumers want convenience, and in the realm of financial advice, that usually means receiving a host of services under one roof.
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.
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 retention and reputation.
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.
The ICM Asset Management Award for Best Advisor – Alternative Investments
The National Bank Financial Award for Outstanding Philanthropy & Community Service
The AGF Award For Engagement, Loyalty & Client Care
The Ninepoint Partners Award for Best Advisor – Alternative Investments
The Sprott Asset Management Award for Best Advisor – Alternative Investments