Edward Jones and our financial advisors were recently named finalists in six categories at the 2021 Wealth Professional Awards, in which we are also proud to sponsor the Excellence in Philanthropy and Community Service category.
“Giving back to the communities we live in is an important and beautiful part of our culture at Edward Jones. We look forward to hearing from award-winning consultants how their contributions, guidance, and support have helped philanthropic causes as well as their brand and businesses. “
Tim Holley, National Account Manager at Equitable Bank Wealth Solutions, will host the session on building an award-winning network of advisors in a virtual world. His company will also sponsor the Equitable Bank Award for Multi-Office Advisor Network / Brokerage of the Year.
Damon Knights, Head of Wealth Solutions Group at Equitable Bank, said: “While 2021 is still challenging, it has also been a rewarding year as we at Equitable Bank Wealth Solutions continue to develop innovative new products and processes to serve clients support developing financial situations.
“At Equitable Bank, we are focused on helping people meet their savings goals while maintaining their lifestyles with the aim of getting Canada moving again. As a sponsor of the Wealth Professional Awards, we can acknowledge the financial advisors who supported us in this truly unusual year. Congratulations to all nominees! “