Canadian Award for Engagement, Loyalty & Client Care

We are honoured to have been presented with the prestigious AGF Award for Engagement, Loyalty & Client Care this year at the annual Wealth Professional Awards (WPA, 2021). We have been recognized in past WP events in two other categories: Digital Innovator of the Year (2020) and Top 50 Advisor in Canada, Nader Hamid (2019, […]

What drives top advisor’s client-centric practice?

Wealth Professional Canada (WP) is a magazine aimed to provide industry specific news to Canadian financial professionals. Included in issue 7.01 was a special report, “Top 50 Advisors” for 2019, and we’re proud to announce that our very own Nader Hamid was the runner-up for first place, ranking #2 of the top 50. In a follow-up […]