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Awards & Recognitions



Year FSE of the Year  Advisor of the Year CA Firm of the Year 
2011 Good Redden Klosler Wealth Management Josie DiLeonardo -
Wellington Financial Planning
 Ward & Uptigrove Chartered Accountants
2010  McLarty & Co.
Wealth Management Group 
Ross McShane -
McLarty & Co. Wealth Management Group
Good Redden Klosler LLP - Chartered Accountants
2009 UMA Financial Consultants Inc.  Scot Bolton -
Good Redden Klosler Wealth Management 
Good Redden Klosler LLP - Chartered Accountants
2008 RMP Financial Services Inc.  Joe MacDonald -
Kendall Sinclair & Partners Financial Services
Good Redden Klosler LLP - Chartered Accountants
2007 SBC Financial Services Inc. Scot Bolton -
Good Redden Klosler Wealth Management 
Robinson Lott & Brohman 
2006 Royal City Investment Corporation  Gareth Whiteside -
Ford Keast Wealth Management 
Ward & Uptigrove Chartered Accountants 
2005  GOR Financial Services  John Reaume -
Royal City Investment Corporation 
Not Awarded 
2004 Wilkinson Financial Services Gareth Whiteside - Ford Keast Wealth Management  Not Awarded 
2003 Kendall Sinclair & Partners Financial Services  David Thomas - Graham Matthew Investment Advisors Inc.  Not Awarded 
2002 Royal City Asset Management  Not Awarded Not Awarded 
       
       
Mich Landry Leadership Award
2011      2010      2008 2007
Peter Hoysted -
IAIC Head Office
Joel Baker -
IAIC Head Office
Joseph R. Schlett – SBC Partners Robert Uptigrove - IAIC Head Office
 2006      
Brent VanParys - VMSW LLP      
$50 Million Club
2006 - Royal City Investment Corporation 2006 - UMA Financial Consultants Inc.
2007 - SBC Financial Services Inc. 2011 - Good Redden Klosler Wealth Management
       
$100 Million Club
2010 - UMA Financial Consultants Inc.


 
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Indices and their values change frequently. Past performance may not be repeated.
 
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