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THE EQUISOFT AWARD FOR FUND PROVIDER OF THE YEAR


 

Description

 

The Fund Provider of the Year is the fund company that stands out by providing top-tier investment solutions/products for advisors and investors in Canada.

 

Judges' Criteria

 

  • Must be a firm offering alternative investments, mutual funds or exchange-traded funds.
  • Must demonstrate standout achievements in the previous year, business growth, amount of business written during the year
  • Effective client relationship management strategies for superior service and stakeholder engagement 

 

This award brought to you by:

 

Equisoft wpa partners

 

SPECIAL THANKS TO


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  • Equisoft_wpa-partners.jpg
  • ExcelFunds_wpa-partners.jpg
  • first-trust_wpa-partners.jpg
  • franklin_wpa-partners.jpg
  • FundSERV_wpa-partners.jpg
  • horizons-etf_partners-logo.jpg
  • invesco_wpa-partners.jpg
  • iShares_wpa-partners.jpg
  • MANDEVILLE_wpa-partners.jpg
  • natixis_wpa-partners.jpg
  • nbf_wpa-partners.jpg
  • Nei_wpa-partners.jpg
  • Radius-Financial-Education-logo.jpg
  • SPROTT_wpa-partners.jpg
  • TMX_wpa-partners.jpg
  • wpa-partners.jpg

Get In Touch

KEY MEDIA CANADA

WPA Contact Us Chris Davis

 

Chris Davis - Events Director

P: 416 644 8740 ext. 250

E: chris.davis@kmimedia.ca

FOR INQUIRIES

WPA Contact Us Jessica Duce

 

Jessica Duce - Project Director

P: 416 644 8740 ext. 230

E: Jessica.Duce@kmimedia.ca

 

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WPA Contact Us Andrew Cowan

 

Andrew Cowan - National Sales Manager, Events & Conferences

P: 416-644-8740 ext 232

E: andrew.cowan@kmimedia.ca

FOR INQUIRIES

WPA Contact Us Krissy Salvador 

Krissy Salvador - Events Coordinator

P: +1 416 644 8740 ext 270
E: krissy.salvador@kmimedia.ca

FOR INQUIRIES

WPA Contact Us Melissa Christopoulos 

Melissa Christopoulos - Marketing Coordinator

P: +1 416 644 8740 ext.243
E: melissa.christopoulos@kmimedia.ca