Wealth Professional Awards

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The Wealth Professional Awards has become the industry event of the year – and even though the current climate means we are not able to hold a physical event in 2020, we are still just as determined to recognize the achievements of talented wealth professionals, organizations and service providers.

That’s why we’ve revamped the Wealth Professional Awards as an all-new virtual experience, creating an exciting new awards format that will bring the glitz, glamour and celebration directly to you, wherever you are.

Featuring the highly anticipated live announcement of winners, panel discussions with finalists, winner interviews and more, this year’s awards event will allow you to celebrate the industry’s success virtually with the nation’s leading wealth professionals, as well as engage, communicate and connect with your peers and the wider Canadian wealth management and financial planning community.

So dust off your black tie, stock up on your beverage of choice and get ready for the virtual celebration of the year!

Schedule

· Stage
OPENING REMARKS BY HOST MIKE ARSENAULT
· Sessions
HOW TO BUILD AN AWARD-WINNING ADVISOR NETWORK. Moderated by Equitable Bank
Hear from some the country’s top networks and brokerages as they discuss the ways they have set themselves apart, attracted top talent and developed businesses.
· Sessions
AWARD-WINNING CAREER ADVICE FROM THE COUNTRY’S TOP ADVISORS. Moderated by Mandeville Private Client
Hear from award-winning advisors as they reflect on how they reached the top of their profession, the challenges, and what they learned along the way.
· Sessions
THE NEXT GEN ADVISOR: FINDING EARLY SUCCESS AND WHAT IT TAKES TO MAKE IT TO THE TOP. Moderated by Nour Private Wealth
Join industry’s rising leaders uncover the innovative business development and client relationship strategies that enabled them to achieve growth and revenue.
· Sessions
AWARD-WINNING CAREER ADVICE FROM FEMALE INDUSTRY TRAILBLAZERS. Moderated by Mackenzie Investments
Award-winning leaders reflect on key victories in their journey to the top and the insights gained along the way.
· Sessions
WHAT’S IN STORE FOR 2021? LEADING INVESTMENT STRATEGIES FOR THE COMING YEAR. Moderated by Equisoft
Award-winning fund providers explain their investment strategies to help you make better decisions.
· Sessions
UNLOCKING THE VALUE OF PHILANTHROPY AND COMMUNITY SERVICE. Moderated by Edward Jones
Award-winning advisors discuss how their contributions, leadership and support have made a significant positive impact on philanthropic causes.
· Sessions
THE POWER OF USING EXCHANGE-TRADED DERIVATIVES IN YOUR PORTFOLIO. Moderated by TMX Group
Experts discuss the strategies to successfully implement exchange-traded initiatives into your book of business and enhance the risk-adjusted returns of clients
· Sessions
DEVELOPING STRONG TEAMS FOR BUSINESS SUCCESS. Moderated by Franklin Templeton
Hear from award-winning advisory teams on how they rounded out their business and offer their clients a well-rounded service
· Stage
AWARDS ANNOUNCEMENTS
· Sessions
INVESTING IN THE FUTURE: EDUCATING CLIENTS AND THE NEXT GENERATION ON FINANCIAL LITERACY. Moderated by IFSE Institute
Hear from this year’s financial literacy champion, who explains how advisors can successfully educate for and support their clients and the future generation.
· Sessions
STRATEGIES FOR TOP PORTFOLIO MANAGERS. Moderated by BlackRock
Portfolio managers discuss their investment strategies, changes they foresee for the industry, and the qualities they believe every manager should have.
· Sessions
MEET THE YOUNG ACHIEVERS OF THE YEAR. Moderated by Advocis
Hear from the best up-and-comers as they share their paths to success, the challenges facing young advisors, and their views on current industry issues.
· Sessions
ATTRACT AND KEEP YOUR CLIENTS: HOW TO BUILD AWARD-WINNING CLIENT RETENTION AND ENGAGEMENT STRATEGIES IN A COMPETITIVE MARKET. Moderated by AGF
Some of the country’s best advisory teams discuss the innovative client strategies that have enabled them to achieve long-term sustainability and success.
· Sessions
INCORPORATING TECHNOLOGY AND THE FUTURE OF FINANCIAL ADVICE. Moderated by SIACharts Inc.
Leading innovators discuss the opportunities around client engagement, disruption, the digital experience, and simplifying your day-to-day tasks.
· Sessions
GAINING AN EDGE WITH ALTERNATIVES: AWARD-WINNING INSIGHTS ON ALTERNATIVE INVESTING. Moderated by ICM Asset Management
Many believe the 60/40 portfolio is a thing of the past. Hear experts discuss latest alternative investment opportunities and how to enhance your portfolio.
· Sessions
THE FUTURE OF WEALTH MANAGEMENT: THE CEO ROUNDTABLE. Moderated by PwC
· Stage
AWARDS ANNOUNCEMENTS

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