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“Every year I look at the winning case study summaries and some are very good,” said Prairies Advisor of the Year Pat Horning. “This year I said ‘I should enter.’ One of my cases was a little out of the ordinary, so I thought maybe it would stand out for consideration.”
“I entered a few years ago and didn’t put too much effort into it,” said Jack Lumsden, Ontario’s Advisor of the Year. “I thought, ‘If I am going to do it I thought I should do a good case study.'”
There were also five advisors whose case studies impressed the judges so much that they deserved special recognition.
These honourable mentions are:
“I have been reading [Advisor’s Edge] for years and I have been reading the case studies on the site,” said Toner. “We do some pretty sophisticated planning here so we thought we should give it a shot.”
Past winners have said that the award can provide a marketing boost to business. “As a winner I can leverage the AOTY name. It carries weight for me, as an advisor, for at least three years,”says 2002 Ontario co-winner Lance Howard of London’s Lance Howard Group, Cartier Partners. “There is real value in the program for advisors. Winning will definitely look good for consumers.”
Summaries of the winning case studies will appear in the December issue of Advisor’s Edge and Objectif Conseiller magazine and on Advisor.ca. Summaries from last year’s winning case studies are available on the site — to read them, please click here.
Advisor’s Edge, Objectif Conseiller and Advisor.ca thank everyone that participated in this year’s awards and encourage advisors to enter next year’s competition. For more information on the AOTY awards program, including rules and how to enter, please click here.
Filed by Steven Lamb, Advisor.ca, slamb@advisor.ca. (09/02/03)
“Every year I look at the winning case study summaries and some are very good,” said Prairies Advisor of the Year Pat Horning. “This year I said ‘I should enter.’ One of my cases was a little out of the ordinary, so I thought maybe it would stand out for consideration.”
“I entered a few years ago and didn’t put too much effort into it,” said Jack Lumsden, Ontario’s Advisor of the Year. “I thought, ‘If I am going to do it I thought I should do a good case study.'”
There were also five advisors whose case studies impressed the judges so much that they deserved special recognition.
These honourable mentions are:
“I have been reading [Advisor’s Edge] for years and I have been reading the case studies on the site,” said Toner. “We do some pretty sophisticated planning here so we thought we should give it a shot.”
Past winners have said that the award can provide a marketing boost to business. “As a winner I can leverage the AOTY name. It carries weight for me, as an advisor, for at least three years,”says 2002 Ontario co-winner Lance Howard of London’s Lance Howard Group, Cartier Partners. “There is real value in the program for advisors. Winning will definitely look good for consumers.”
Summaries of the winning case studies will appear in the December issue of Advisor’s Edge and Objectif Conseiller magazine and on Advisor.ca. Summaries from last year’s winning case studies are available on the site — to read them, please click here.
Advisor’s Edge, Objectif Conseiller and Advisor.ca thank everyone that participated in this year’s awards and encourage advisors to enter next year’s competition. For more information on the AOTY awards program, including rules and how to enter, please click here.
Filed by Steven Lamb, Advisor.ca, slamb@advisor.ca. (09/02/03)
“Every year I look at the winning case study summaries and some are very good,” said Prairies Advisor of the Year Pat Horning. “This year I said ‘I should enter.’ One of my cases was a little out of the ordinary, so I thought maybe it would stand out for consideration.”
“I entered a few years ago and didn’t put too much effort into it,” said Jack Lumsden, Ontario’s Advisor of the Year. “I thought, ‘If I am going to do it I thought I should do a good case study.'”
There were also five advisors whose case studies impressed the judges so much that they deserved special recognition.
These honourable mentions are:
“I have been reading [Advisor’s Edge] for years and I have been reading the case studies on the site,” said Toner. “We do some pretty sophisticated planning here so we thought we should give it a shot.”
Past winners have said that the award can provide a marketing boost to business. “As a winner I can leverage the AOTY name. It carries weight for me, as an advisor, for at least three years,”says 2002 Ontario co-winner Lance Howard of London’s Lance Howard Group, Cartier Partners. “There is real value in the program for advisors. Winning will definitely look good for consumers.”
Summaries of the winning case studies will appear in the December issue of Advisor’s Edge and Objectif Conseiller magazine and on Advisor.ca. Summaries from last year’s winning case studies are available on the site — to read them, please click here.
Advisor’s Edge, Objectif Conseiller and Advisor.ca thank everyone that participated in this year’s awards and encourage advisors to enter next year’s competition. For more information on the AOTY awards program, including rules and how to enter, please click here.
Filed by Steven Lamb, Advisor.ca, slamb@advisor.ca. (09/02/03)
(September 2, 2003) After a grueling three weeks, poring over submissions from across the country, our panel of judges has reached a verdict. Here are the five regional winners of the fifth annual Advisor of the Year (AOTY) Awards.
Each year Advisor’s Edge, Objectif Conseiller and Advisor.ca invite the financial advisor community nationwide to submit real-life case studies that demonstrate the advisor’s prowess in dealing with a complex client situation.
The case study entries are then reviewed by a panel of industry experts. This year’s judges include two of last year’s winners Lance Howard and David Christianson, Montreal’s Claude Chauret of VMBL and Pierre Saint-Laurent of AssetCounsel and Carl Abbott of Abbott Financial in Kamloops, B.C.
After careful consideration, a winner was selected from each of five regions: Atlantic, Quebec, Ontario, Prairies and B.C./Territories.
The winners will receive their awards in a special ceremony at the Advisor Forum when the five-city educational conference comes to their region. Past winners have also found themselves featured in major daily newspapers across the country.
Many of this year’s submissions were outstanding and the winners certainly deserve to be recognized for their talent and skill.
Judge Lance Howard said he found the job challenging because he was very impressed by the cases. With the top five or six, he said he found it difficult to pick the best one.
So without further ado, Advisor’s Edge, Objectif Conseiller and Advisor.ca are pleased to announce this year’s winners:
“Every year I look at the winning case study summaries and some are very good,” said Prairies Advisor of the Year Pat Horning. “This year I said ‘I should enter.’ One of my cases was a little out of the ordinary, so I thought maybe it would stand out for consideration.”
“I entered a few years ago and didn’t put too much effort into it,” said Jack Lumsden, Ontario’s Advisor of the Year. “I thought, ‘If I am going to do it I thought I should do a good case study.'”
There were also five advisors whose case studies impressed the judges so much that they deserved special recognition.
These honourable mentions are:
“I have been reading [Advisor’s Edge] for years and I have been reading the case studies on the site,” said Toner. “We do some pretty sophisticated planning here so we thought we should give it a shot.”
Past winners have said that the award can provide a marketing boost to business. “As a winner I can leverage the AOTY name. It carries weight for me, as an advisor, for at least three years,”says 2002 Ontario co-winner Lance Howard of London’s Lance Howard Group, Cartier Partners. “There is real value in the program for advisors. Winning will definitely look good for consumers.”
Summaries of the winning case studies will appear in the December issue of Advisor’s Edge and Objectif Conseiller magazine and on Advisor.ca. Summaries from last year’s winning case studies are available on the site — to read them, please click here.
Advisor’s Edge, Objectif Conseiller and Advisor.ca thank everyone that participated in this year’s awards and encourage advisors to enter next year’s competition. For more information on the AOTY awards program, including rules and how to enter, please click here.
Filed by Steven Lamb, Advisor.ca, slamb@advisor.ca. (09/02/03)
(September 2, 2003) After a grueling three weeks, poring over submissions from across the country, our panel of judges has reached a verdict. Here are the five regional winners of the fifth annual Advisor of the Year (AOTY) Awards.
Each year Advisor’s Edge, Objectif Conseiller and Advisor.ca invite the financial advisor community nationwide to submit real-life case studies that demonstrate the advisor’s prowess in dealing with a complex client situation.
The case study entries are then reviewed by a panel of industry experts. This year’s judges include two of last year’s winners Lance Howard and David Christianson, Montreal’s Claude Chauret of VMBL and Pierre Saint-Laurent of AssetCounsel and Carl Abbott of Abbott Financial in Kamloops, B.C.
After careful consideration, a winner was selected from each of five regions: Atlantic, Quebec, Ontario, Prairies and B.C./Territories.
The winners will receive their awards in a special ceremony at the Advisor Forum when the five-city educational conference comes to their region. Past winners have also found themselves featured in major daily newspapers across the country.
Many of this year’s submissions were outstanding and the winners certainly deserve to be recognized for their talent and skill.
Judge Lance Howard said he found the job challenging because he was very impressed by the cases. With the top five or six, he said he found it difficult to pick the best one.
So without further ado, Advisor’s Edge, Objectif Conseiller and Advisor.ca are pleased to announce this year’s winners:
“Every year I look at the winning case study summaries and some are very good,” said Prairies Advisor of the Year Pat Horning. “This year I said ‘I should enter.’ One of my cases was a little out of the ordinary, so I thought maybe it would stand out for consideration.”
“I entered a few years ago and didn’t put too much effort into it,” said Jack Lumsden, Ontario’s Advisor of the Year. “I thought, ‘If I am going to do it I thought I should do a good case study.'”
There were also five advisors whose case studies impressed the judges so much that they deserved special recognition.
These honourable mentions are:
“I have been reading [Advisor’s Edge] for years and I have been reading the case studies on the site,” said Toner. “We do some pretty sophisticated planning here so we thought we should give it a shot.”
Past winners have said that the award can provide a marketing boost to business. “As a winner I can leverage the AOTY name. It carries weight for me, as an advisor, for at least three years,”says 2002 Ontario co-winner Lance Howard of London’s Lance Howard Group, Cartier Partners. “There is real value in the program for advisors. Winning will definitely look good for consumers.”
Summaries of the winning case studies will appear in the December issue of Advisor’s Edge and Objectif Conseiller magazine and on Advisor.ca. Summaries from last year’s winning case studies are available on the site — to read them, please click here.
Advisor’s Edge, Objectif Conseiller and Advisor.ca thank everyone that participated in this year’s awards and encourage advisors to enter next year’s competition. For more information on the AOTY awards program, including rules and how to enter, please click here.
Filed by Steven Lamb, Advisor.ca, slamb@advisor.ca. (09/02/03)
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