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This award recognizes the advisor who has displayed excellence in their first three years as an advisor.
To be eligible, nominees must have been accredited as an advisor(must be registered with a regulator) on or after January 1, 2023.
Self-nominations are welcomed.
When judging this category, the following criteria will be considered:
- Must have been accredited as an advisor (must be registered with a regulator) on or after January 1, 2023
- Knowledge, understanding and communication of investment opportunities and strategies for their clients’ portfolios
- Client retention and relationship strategies, and how it sets the advisor apart from competition with a unique value proposition
- Examples of ways that the advisor has established themselves with their clients and peers in a short period of time
- Approach to regulatory compliance