Rewarding excellence: How to earn the title Advisor of the Year!

(July 2005) Now in its seventh year, the Advisor of the Year Awards is one of the few tangible measures of success for financial advisors in Canada. Open to all advisors across the country who provide financial advice to clients as part of their services, participants are asked to demonstrate their excellence by submitting a real life case study that illustrates a planning solution implemented with one of their clients. For a full details on the AOTY program and preparing a strong entry, click on the pdf icons below:

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.