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Wealth Professional Magazine's Top Portfolio Managers 2016
To nominate a portfolio manager you believe deserves recognition, simply fill out this brief questionnaire. The nomination process is strictly confidential.
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1.
First, please give us some basic info about the nominee:
(Required.)
Name:
Job title:
Company:
Email:
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2.
Please list the reasons you think this person has been one of Canada’s top portfolio managers over the past year.
(Required.)
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3.
If you are nominating yourself, what is your book value currently?
(Required.)
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4.
How many new clients have you added over the past year?
(Required.)
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5.
Does the nominee have any areas of speciality, i.e. energy, media, healthcare, etc…?
(Required.)
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6.
Would you consider the nominee an innovator in their field and if so, why?
(Required.)
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7.
2015 was a tough year for the markets, how did the nominee respond to this pressure?
(Required.)
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8.
Other professional roles:
Please note any other professional roles the nominee has. This can include committee appointments, election as an officer of an industry group, etc.
(Required.)
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9.
Awards and accolades:
Please list any awards or recognition the nominee has received in the last five years.
(Required.)
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10.
Contact info:
Please provide us with a way to contact you should we have any further questions about the nominee.
(Required.)
Your name:
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Company
Email Address
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Phone Number