Awards & Recognition

We are proud to be recognized by our community and industry as recipients of a number of awards.

These include:

• Named one of Canada's 5 Star Advisory teams by Wealth Professional Magazine 2021
• President's Academy 2019 ⁽¹⁾
• President's Academy 2018 ⁽¹⁾
• Pillar Award (Rob McChlery) - 2013, 2014, 2015, 2016 ⁽²⁾
• President's List (Financial Planning Standards Council, highest test score nationally) 2010 ⁽³⁾
• T.O.P. Elite 2011 ⁽⁴⁾
• National Director of the Year ⁽⁵⁾
• T.O.P. Elite 2010 ⁽⁴⁾
• Pillar Performance Award ⁽⁶⁾
• T.O.P. Award 2009 ⁽⁷⁾
• T.O.P. Special Merit Award 2008 ⁽⁸⁾
• T.O.P. Award 2007 ⁽⁷⁾
• Quartile Award 2007 ⁽⁹⁾
• High Performer Award 2005 ⁽¹⁰⁾
• Chairman's Club Award 2004 ⁽²⁾
• High Performer Award 2004 ⁽¹⁰⁾
• Chairman's Club 2003 ⁽²⁾
• High Performer Award 2003 ⁽¹⁰⁾
• Chairman's Club 2002 ⁽²⁾
• High Performer Award 2001 ⁽¹⁰⁾
• Chairman's Club 2001 ⁽²⁾

^{(1) Awarded to top 1% of all consultants nationally based on business criteria
(2) Awarded to consultants in 1st 4 years for top business results in their tenure group
(3) President's list (FPSC) is awarded to the top 3 final examination results for all candidates nationally
(4) Awarded to top 1% of directors nationally based on director performance criteria
(5) Awarded top overall director, selected from top 1% of directors
(6) Awarded to directors with highest amount of award winning consultants
(7) Awarded to top 5% of directors based on performance criteria
(8) Awarded to directors with best overall 2 year performance criteria
(9) Awarded to top 2 directors in their previous years quartile band
(10) Awarded to highest business results in tenure band regionally}