Description

The award of excellence to an individual, group or firm whose efforts have gone beyond the requirements of their position to advance the ETF industry in Canada; whose contributions to the industry over the past year have been outstanding. The winner will be recognized as the champion of the ETF industry.

Criteria

• All advisor nominees should actively implement ETFs in their book of business or practise.
• Judges will review how you are promoting, innovating with, demonstrating the tax efficiency, and communicating the value of ETFs to your clients/networks and/or industry.
• Judges will review the repeat and referral business strategy and success, growth strategy, training & education, ETF volume and overall customer satisfaction.

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The nomination for this event is now closed.

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