Awards & Recognition
We are proud to be honoured in our community, province and nationwide.
While results and the service we provide clients remain our focus, we are honoured to be recognized by some of the leading business organizations in Saskatoon, Saskatchewan and nationally.
Winner, 2024 Three Best Rated® Award
Best Business of 2024
Three Best Rated® (CANADA) was created with a simple goal to find you the top 3 local businesses, professionals, financial Advisors, etc., in key cities. Businesses are selected based a on 50 point Inspection that include business reviews, history, complaints, ratings, nearness, satisfaction, trust, cost, general excellence, reputation, etc.
Winner, 2021 & 2023 Wealth Professional Award
5-Star Advisory Team Award
5-Star Awards recognize outstanding service and products in the wealth sector across a number of criteria, including communication, portfolio performance, product knowledge, and more.
Winner, 2011 – 2021 Consumer Choice Award
Saskatoon, Financial Planning Consultants
The Consumer Choice Award conducts statistically accurate, independent market research to determine brand reputation, customer satisfaction, and excellence. We’re proud to have won this award for eleven (11) consecutive years in the Financial Planning Consultants category.
Winner, 2018 Wealth Professional Award
The Franklin Templeton Investments Award for Top Advisor Office (More than 10 Staff)
This Award goes to the outstanding advisor practice company, office or branch with 10 or more staff or full-time equivalents on a national scale. Consideration goes to standout achievements of the year, growth, amount of business written during the year, overall customer service and stakeholder engagement.
Winner, 2018 Wealth Professional Award – Kevin Hegedus
The Mandeville Private Client Inc. Award for Advisor of the Year
This Advisor of the Year Award recognizes outstanding financial advisor who has best excelled at pushing the envelope with innovation and growth, garnering both industry and investor attention and the respect of his/her peers and colleagues. The Awardee must demonstrate an unfaltering commitment to his/her clients with exemplary customer service while building and cementing client relationships.
Winner, 2017 Most Outstanding Advisory Team
Wealth Professional Magazine
A lot more is expected these days from those at the top of their profession. Holistic financial planning is what the industry is all about right now, and in order to provide such a service, many advisors elect to pool their resources. Consumers want convenience, and in the realm of financial advice, that usually means receiving a host of services under one roof.
Winner, 2016 Wealth Professional Award – Kevin Hegedus
Multi-Service Advisor of the Year
This award for excellence recognizes outstanding advisors who demonstrate commitment beyond traditional financial advice – including insurance, succession consulting, investments, tax and estate planning, mortgages, retirement, and more.
Winner, 2015 Better Business Bureau Torch Award
Ethics & Integrity in Business Professional Services
The Torch Awards, presented by the Better Business Bureau of Saskatchewan, recognize service excellence and customer satisfaction, as well as leadership in ethical business practices.
Finalist, 2019 Wealth Professional Award
The AGF Award For Engagement, Loyalty & Client Care
Finalist, 2018 Wealth Professional Award
The National Bank Financial Award for Outstanding Philanthropy & Community Service
Finalist, 2018 Wealth Professional Award
The AGF Award For Engagement, Loyalty & Client Care
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Saskatoon
205 - 210 Wellman Crescent,
Saskatoon, SK S7T 0J1
(306) 975-9500
or 1-800-652-7472
Prince Albert
1061 Central Ave,
Prince Albert, SK S6V 3A9
1-800-652-7472
Swift Current
#4 – 240 Central Avenue North,
Swift Current, SK S9H 0L2
1-800-652-7472
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