Awards Summary

Mandeville Private Client Award for Advisor of the Year 2017 – Nomination

This Advisor of the Year Award recognizes an 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 unfaltering commitment to his/her clients with exemplary customer service while building and cementing relationships.

Wealth Professional Awards Finalist – Portfolio Manager of the Year 2015 & 2016

The Wealth Professional Awards brings together industry leaders to celebrate excellence in the Wealth Management industry and is designed to recognize individuals, teams and companies for their outstanding achievements and contributions to the field.

2015 IIAC Top under 40 award

The IIAC Investment Industry Hall of Fame provides a platform to pay tribute to the talent and integrity of professionals in Canada’s investment industry. These individuals have played a pivotal role in the development and growth of the investment industry and capital markets in Canada, and have contributed greatly to the financial security of many Canadians.

National Bank Financial – Awards of Excellence Team of the Year

The Mayert, Larson & Derlago Wealth Management Team has been selected from over 900 advisors across the country as the Wealth Managers’ Team of the Year. Each year National Bank Financial recognizes those exceptional Investment Advisors and their teams through our Recognition of Excellence Awards.

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