April 16, 2021
CI Financial is pleased to announce that CI Global Asset Management (CI GAM), CI Assante Wealth Management (Assante), and several Assante advisors have been selected as finalists in a total of eight categories in the 7th annual Wealth Professional Awards.
Presented by Wealth Professional, the Wealth Professional Awards are the leading independent awards event for the wealth management and financial advisory profession in Canada. The awards recognize wealth professionals and organizations for their outstanding achievements, best practices and leadership in the wealth management and financial advisory profession over the past 12 months.
Among the nominations are CI Financial’s Chief Executive Officer Kurt MacAlpine, who is a finalist for the CEO of the Year award, as well as three Assante advisors or advisory firms. CI GAM is also the sponsor for the CI Global Asset Management Multi-Service Advisory Team of the Year award. All nominees from CI GAM and Assante are listed below.
Winners will be selected by an independent judging panel of industry experts and then revealed at the celebratory virtual awards show on June 2-3, 2021. The virtual show will also feature live panel discussions with finalists.
|CEO of the Year||Kurt MacAlpine, CI Financial|
|Fund Provider of the Year||CI Global Asset Management|
|The Equitable Bank Award for Multi-Office Advisor Network/Brokerage of the Year||CI Assante Wealth Management|
|The Advocis Award for Young Achiever of The Year||John Iaconetti, Financial Advisor – The McClelland Financial Group of Assante Capital Management Ltd.|
|The CI Global Asset Management Award for Multi-Service Advisory Team of the Year||The McClelland Financial Group of Assante Capital Management Ltd.|
|The Franklin Templeton Award for Advisory Team of the Year (10 Staff or More)||The McClelland Financial Group of Assante Capital Management Ltd.|
|Female Trailblazer of the Year||Tina Tehranchian, Senior Wealth Advisor – Assante Capital Management Ltd.|
|The Edward Jones Award for Excellence in Philanthropy and Community Service||Tina Tehranchian, Senior Wealth Advisor – Assante Capital Management Ltd.|
For the full list of finalists, please visit: https://wpawards.ca/winners-and-finalists/2021.
About Wealth Professional
Wealth Professional is a free online information resource for all Canadian advice and planning professionals. It focuses on providing the latest industry news, opinion and analysis, in print and multimedia formats. The site generates newsletters reaching more than 15,000 industry professionals each week. The site’s comment and forum arenas actively engage advisors in topical discussion about what matters most to them.
About CI Global Asset Management
CI Global Asset Management is one of Canada’s largest investment management companies. It offers a wide range of investment products and services and is on the Web at www.ci.com. CI GAM is a subsidiary of CI Financial Corp. (TSX: CIX, NYSE: CIXX), an independent company offering global asset management and wealth management advisory services with approximately $236.5 billion in total assets as at February 28, 2021
CI Global Asset Management is a registered business name of CI Investments Inc.
©CI Investments Inc. 2021. All rights reserved.
About CI Assante Wealth Management
Founded in 1995, CI Assante Wealth Management is one of Canada's largest firms providing wealth management solutions. Assante's 900 professional advisors, located in communities throughout the country, have approximately $51 billion of Canadians' family wealth under their care (as of February 28, 2021). Assante is a subsidiary of CI Financial Corp. (TSX: CIX, NYSE: CIXX). For more information, visit www.assante.com.
CI Assante Wealth Management is a registered business name of Assante Wealth Management (Canada) Ltd.