Celebrating the hard-working advisors that have partnered with their clients to help them grow, succeed, and thrive.
The past couple of years have been tough both for businesses and their advisors.
During that time, many advisors have leveled up how they work to partner more closely with their clients.
This award was created to celebrate the hard work of advisors around the world that are reshaping what it means to be an advisor and helping their clients to grow, succeed, and thrive.
Top 10 Advisors of the Year 2022
Congratulations to this year's winners! Thank you to everyone who applied and nominated. Keep up the great work in 2023!
Graeme Tennick - Tennick Accountants
Stephen Paul - Valued
Laura Day-Henderson - More Than Bookkeeping
Peter Disney - Wood & Disney
Nickie Sheehan - Trio Accounting
Sayem Hasan - 786 Accounting & Tax
Peter Goulet - Inflexions Advisory Services
Christiane Constantineau - 6DT Conseil
Andrew Seguin - Seguin Financial Inc.
Aaron Berson - Fringe Advisory
- Be an accountant or bookkeeper working in practice
- Be able to demonstrate examples of delivering additional support to clients e.g proactive review meetings, proactive tax planning, cash flow forecasting, funding/loans support, outsourced controller services, regular support meetings etc
- Nominate some of your peers in the community that you think are worthy winners. We’ll then contact them to let them know they’ve been nominated and ask them to complete an application.
- Apply yourself (no nomination necessary) by completing the short application linked below.
Applications for the ‘Advisor of the Year’ award will close on the 23rd December. Our judging panel will then review the applications using a scoring criteria for each of the questions.
Share some examples of the additional business support you’re offering to your clients and share some specific client examples of how this works.
What were the outcomes of these experiences and how did that help the clients to grow, succeed and thrive.
What changes have you made to your client service & delivery to go above and beyond the norm. How are you changing norms to reshape what it means to be an advisor today.
The Top 10 Advisors of the Year will be announced in January via email and social media.
Co-Founder of Helm and Twenty-Eighty Financial
Principal at RealtyTax.Ca
Director of Product Marketing - Accountants & Bookkeepers at Sage
Director at businessDEPOT Sydney
Country Manager - Canada at Xero
Director of Product, International at Intuit
Nomination period ends
Judging period begins
Last week of Jan
Top 10 announced
Top 10 announced