Tuesday, December 5, 2023

Celebrating one of the best in school! Few days left to appoint for WP Awards

This 12 months, WP will have a good time winners throughout 11 group classes together with the CI World Asset Administration Award for Holistic Advisory Crew of the Yr, the Edward Jones Award for Excellence in Philanthropy and Group Service, and the WealthTech Service Supplier of the Yr.

It would even be an evening to recollect for the winners of 12 prestigious particular person accolades, together with the Harvest ETFs Award for Feminine Trailblazer of the Yr, the Nour Non-public Wealth Award for Rising Star Advisor of the Yr, and CEO of the Yr.

Maili Wong, Wealth Skilled’s Canadian Advisor of the Yr in 2022, says she is “grateful to win this large award” and “honoured to be acknowledged among the many excessive caliber of advisors on this class.

“My crew and I are obsessed with serving to our shoppers obtain their monetary function and we’re motivated by our need to create a constructive exponential affect,” she says. “This award helps validate and acknowledge our efforts in a significant manner.”

“Thanks additionally to the Wealth Skilled Canada Journal Awards committee and sponsors for profiling the great work that Canadian advisors and funding companies are doing on behalf of their shoppers,” she provides.

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