“Never before has leadership and long-term vision been more important to recognize than in these markets,” said Sabine Steinbrecher, founder of the CIAs. “Leaders are making substantial efforts to continue to serve Canadians and we are proud to showcase those at the forefront.”
One of the top honours, Morningstar Fund Manager of the Year, was awarded to Gerald Coleman, the head of CI Investments’ Harbour Advisors. This is the second time Coleman has won the award, making him the only repeat winner of the title in the awards’ 14-year history.
Dynamic Funds was named Analysts’ Choice Favourite Fund Company of the Year, recognizing not only the firm’s outstanding investment performance, but also its superior communication with financial advisors and clients.
Advisors themselves had a different choice for Investment Fund Company of the Year, however, naming AGF Funds, based on the quality and range of range of products, performance, fees, service and community investment.
Among the highlights:
• Canadian Equity Fund (> 50% Canada): CI Harbour
• Canadian Balanced Fund: CI Harbour Growth & Income
• Canadian Dividend & Income Equity Fund : Stone Dividend Growth Class Canada
• Canadian Small/Mid Cap Equity Fund (> 50% Canada): Dynamic Focus + Small Business
• Canadian Fixed Income Fund: Beutel Goodman Income
• Natural Resources Equity Fund: CI Signature Canadian Resource
• Global Equity Fund: Mackenzie Ivy Foreign Equity
• US Equity Fund: Mawer US Equity
• US Small/Mid Cap Equity Fund: TD US Mid-Cap Growth
• International Equity Fund: Mawer World Investment
• European Equity Fund: Mackenzie Ivy European
• Asian Equity Fund: GGOF Asian Growth & Income
• Global Fixed Income Fund : Templeton Global Bond
The Career Achievement award was given to Dr. William R. Waters, founder of Portfolio Analytics Ltd., the predecessor of Morningstar Canada. The award recognizes “his pioneering contributions to portfolio models.”
Purdy Crawford, partner at Osler, Hoskin & Harcourt, was named Person of Influence of the Year for his role in sorting out the asset-backed commercial paper mess.
For a full list of all 51 award winners, please visit the CIA website.
| Filed by Steven Lamb, Advisor.ca, steven.lamb@advisor.rogers.com |