We are proud to be recognized by our community and industry as recipients of several awards.
These include:
- Comprehensive Financial Planner of the Year - 2007, 2009 and 2011 - awarded at the IG region level, to the Consultant who demonstrated a commitment to engaging in comprehensive planning for clients utilizing the six pillars of financial planning.
- Community Service Award - 2010 (Robert) and 2014 (Angela) - awarded at the IG region level, to the Consultant or team member who regularly gives back to their community through volunteerism.
- New Business Development Award - 2011 and 2012 - awarded at the IG region level, to the Consultant who demonstrated investment and growth in their business in terms of measurable results in new business- assets under management, insurance, mortgages, etc. Consideration for this award includes major investment in a practice by the addition of licensed associates, additional staff members, or in Robert’s case – conversion to IIROC in order to provide a more inclusive approach to serving his clients.