Awards & Recognition

Our proven 20+ year track record in helping our clients grow and preserve their assets has been recognized through a variety of industry awards.

 

2023

  • Recognized as a Five-Star Advisory Team by Wealth Professional Magazine

2022

  • Recognized as one of Canada’s Top Wealth Advisors by The Globe and Mail and SHOOK Research
  • Recognized as the Holistic Advisory Team of the Year by Wealth Professional Magazine
  • Recognized as a Five-Star Advisory Team by Wealth Professional Magazine
  • Ranked #12 Financial Advisor in Canada of all firms by Wealth Professional Magazine

2021

  • Ranked top 50 Financial Advisor in Canada of all firms by Wealth Professional Magazine

2020

  • Silver Medalist Winner — The Mandeville Private Client Award for the Canadian Advisor of the Year

2019    

  • Ranked the #1 Financial Advisor in Canada of all firms by Wealth Professional Magazine

  • The Mandeville Private Client Award for Canadian Advisor of the Year (Finalists)

  • Hot List — 50 Most influential people in Canadian Finance (Other notables on list: Stephen Poloz — Former Governor of the Bank of Canada, Paul Desmarais Jr.— Power Corp, Galen G. Weston — George Westin, Brian J. Porter, CEO Scotia Bank)

  • On December 9, 2019, Kyle and Andrew left former firm and joined Richardson Wealth

2018

  • Ranked #10 Financial Advisor in Canada of all firms by Wealth Professional Magazine

  • The Mandeville Private Client Award for Canadian Advisor of the Year (Finalists)

  • Ranked IG Wealth Management's #1 Advisor in Canada1 (#1 out of 3,711)

  • President's Elite2

2017

  • Ranked IG Wealth’s #1 Advisor in Canada1 (#1 out of 4,146)

  • The Mandeville Private Client Award for Canadian Advisor of the Year (Finalists)

  • Ranked Top 10 Financial Advisors in Canada by Wealth Professional magazine

  • President's Elite2

  • Business Achievement Platinum Award

2016

  • Ranked IG Wealth’s #1 Advisor in Canada1 (#1 out of 4,947)

  • Business Achievement 10-time Milestones Award

  • Business Achievement Platinum Award

  • Harold Sinclair Long-Term Achievement Business Award

  • Harold Sinclair Long-Term Achievement Legacy Award 

  • President's Elite2

2015

  • Ranked IG Wealth’s #1 Advisor in Canada1 (#1 out of 5,320)

  • Best for Private Wealth Management — Canada5

  • Business Achievement Platinum Award

  • Harold Sinclair Long-Term Achievement Business Credit Award

  • Harold Sinclair Long-Term Legacy Award

  • President's Elite2

2014

  • Ranked IG Wealth’s #1 Advisor in Canada1 (#1 out of 5,145)

  • Harold Sinclair Long-Term Achievement Business Credit Award

  • Business Achievement Award of Excellence 

  • Harold Sinclair Long-Term Legacy Award

  • President's Elite2

2013

  • Ranked IG Wealth’s #1 Advisor Canada1 (#1 out of 4,673) 

  • Harold Sinclair Long-term Achievement Award 

  • Business Achievement Award 

  • President's Elite2

2012

  • Ranked IG Wealth’s #1 in Canada1 #1 out of 4,518) 

  • Business Achievement Award 

  • President's Elite1 

2011

  • Ranked IG Wealth’s #1 Advisor in Canada1 (#1 out of 4,608) 

  • Business Achievement 5-time Milestone Award 

  • Business Achievement Award 

  • President's Elite1

2010

  • Ranked IG Wealth’s #1 Advisor in Canada1 (#1 out of 4,686)

  • Business Achievement Award 

  • President's Elite1

2009

  • Ranked IG Wealth’s #1 Advisor in Canada1 (#1 out of 4,633) 

  • Sales Achievement Award 

  • President's Elite1

2008

  • Ranked IG Wealth’s #1 Advisor in Canada1 (#1 out of 4,479) 

  • Sales Achievement Award 

  • President's Elite2

2007

  • President's Elite2

  • Sales Achievement Award 

2006

  • President's Elite2

2005

  • President's Club3

2003

  • Ranked IG Wealth’s Top 5 in Canada among year four Advisors

  • President's Elite2

  • Chairman's Club4 

2002

  • Chairman's Club4

2001

  • Chairman's Club4 

2000

  • Ranked IG Wealth’s #2 in Canada among year one Advisors (Rookies)

  • Chairman's Club4

1 Top Ranked IG Consultant in Canada based on new business
2 Top 1% of IG Consultants based on new business
3 Top 3% of IG Consultants based on new business
4 Based on IG New Business for Consultants in their first 4 years
5 Award by 2015 Wealth and Money Management