Wealth & Money Management Awards 2015
Westdale Financial Services
Westdale Financial Services is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.
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Canadian Software Product Launch of the Year – Your Retirement Map
Westdale Financial Services is the approved business name for Stephen Fricker, CFP who is licensed under Worldsource Financial Services, The Gryphin Advantage and Ten Star Insurance Brokers to access a variety of investment and insurance solutions for his clients. In addition Steve is a member in good standing of the Financial Planners Standards Council and ADVOCIS , (The Financial Advisors Association of Canada).
This is Steve’s 32nd year in the Financial Services business during which time he has operated in various corporate insurance, investment and management roles before changing his focus to private practise in 2001. Westdale Financial Services was founded in 2006 and serves over 150 households in the greater Hamilton area.
• Investment Account Design and Pro-active Management
• Retirement Income Planning
• Tax Savings Planning using RRSP’s, TFSA’s, RESP’s, Joint Accounts, Corporate Class structures, Planned Giving
• Insurance Analysis; Income Security Planning for Families;Risk Management for Business Owners and implications to Estate Issues.
Stephen G. Fricker, B.Sc. CFP
Certified Financial Planner
Westdale Financial Services
Worldsource Financial Management Inc.
8 Grandview Ave
Stoney Creek, ON
L8E 5A5 Canada
b: 905 667 2112
f: 289 656 1605
Wealth & Finance are proud to introduce the inaugural Management Consulting Awards which is the latest edition to our awards portfolio. The awards will showcase the true value of consulting to both the private and public sector from across the globe. Consultants play a crucial role within today’s society by helping clients achieve better results, for less money and faster. Many businesses recognise the value that consultants bring to an organisation by offering expertise in certain areas with the ability to add additional value to key projects. Having a fresh external perspective is highly effective in achieving organisational success. Consultants provide necessary technical expertise combined with a complex understanding of business and organisational dynamics. Taking part in the Wealth & Finance Management Consulting Awards 2022 is the perfect way to affirm your status as an industry leader, whilst also instilling confidence in your clients, customers, and colleagues that you are providing an award-winning service. Awards are proven to boost company morale and our readers are always wanting to hear of award-winning companies and their proven sustainable strategies. Here at Wealth and Finance we are passionate about assisting companies and individuals receive the recognition they deserve for their hard work and efforts. We are keen to welcome a vast array of firms from around the world, and pride ourselves on obtaining a diverse list of companies. We include businesses of all sizes, regardless of number of employees, length of service or annual turnover, in our efforts to ensure that only those truly deserving are successful. All applicants are welcome to provide further materials in support of their nomination, case files, product samples and media packs are all accepted but are not mandatory. In a process which can take up to eight weeks, our experienced research team perform extensive research and fact-checking using publicly available information alongside any further materials supplied to determine this year’s winners. Should you wish to be included in the Management Consulting Awards 2022 or know of a business or individual deserving of a place on the shortlist, please submit a nomination using the voting form above.Winners Announced
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Wealth and Finance International returns for the second time with their Global Insurance and Risk Management Awards for 2022. These awards are here to celebrate the contributions delivered by both the insurance and risk assessment sector and all the hard-working professionals involved in it. We pride ourselves on being inclusive with our nominations, meaning all sectors of the industry are welcome to participate, from travel and business insurance to medical indemnity, and worker’s compensation – we aim to not limit the vast array of sectors in this field of expertise. It brings us great joy to be able to acknowledge the grit and determination of those within the industry that have had to face many challenges due to the pandemic. We are looking forward to showcasing businesses who have met these challenges with their innovation and commitment. With technology playing a fundamental role within both the insurance and risk assessment sector, it has become a prime resource of the future of programming and the future of connectivity. Even with the rising cost of operations, businesses have continued to present a 24.15% increase as compared to the same period in the previous year – making it the perfect opportunity to be recognized. Becoming an award winner within the Global Insurance and Risk Management Awards 2022 can be widely beneficial as your company will become recognised on a global scale but is also a great way to demonstrate to potential clients and competitors what you have achieved. To create a level-playing field for all participants, our decisions are based on merit alone – not taking into consideration longevity, size or annual revenue of a business to determine the winner. Successful candidates are chosen by focussing on their reputation and determination to become successful in their industry. Nominees will be granted the opportunity to supply supporting evidence to our judging panel that they may feel plays a vital role in their company, such as a particular achievement or a prosperous business venture. Our in-house research team will also carefully analyse any publicly available information to build a casefile for you, using online sources such as company websites, social medias and customer testimonials. With a global circulation of 130,000 readers, Wealth and Finance International provide a substantial platform to take your company to new heights by promoting and celebrating your brand to a worldwide readership, with the potential to gain new audiences. Should you wish to nominate a business you feel is deserving, or you perhaps would like to submit a self-nomination, you can do so by using our voting form. Alternatively, you can also get in touch with our team directly via email.Winners Announced
Wealth & Finance International are excited to announce that the Ethical Finance Awards will be returning for the second time in 2023! We launched this programme to shine a light on the key players in the Finance industry who are committed to excellence not only in their day-to-day business practices, but also in ensuring that those practices are ethical, sustainable, and eco-friendly. Ethical Finance has been growing in popularity over recent years, as the public are now demanding more from their banks and financial providers than simply a good service. Today’s consumers are more conscious of social and environmental factors when making purchasing decisions, often prioritising the values of a company when choosing where to invest their money. This is reflected in a recent study by banking platform Mambu, which reported that over two-thirds of respondents want financial institutions to become greener in the future, and that almost half would consider switching providers if an alternative had a stronger commitment to sustainability. While Ethical Finance is still a relatively small industry, the sector continues to gather momentum as each year greener funds are launched and the number of banks with explicit ethical policies increases. This spike in market growth follows internationally recognised initiatives such as the 2015 Paris Agreement and the UN’s Sustainable Development Goals, which were both introduced to motivate countries to support ethical investment and sustainable finance schemes. Shifting to a more ethically driven Finance industry will not only benefit the planet but could also lead to huge economic advancement and create millions of new jobs, according to the Global Commission on the Economy and Climate. Wealth & Finance International will strive to make the Ethical Finance Awards 2023 the pre-eminent guide to the banks, investment firms, mortgage brokers, insurers, pensions providers, and more that have adopted ethical practices across their business. Our website and digital magazine are fantastic platforms for those leading providers operating in this niche market to promote their products and services to an international audience of industry peers and potential clients. All our eventual winners are determined via a thorough process of research and shortlisting, completed by our unbiased team of expert judges that we employ internally. The criteria with which we assess our nominees is purely merit-based, ensuring that those successful in the programme are selected due to performance, customer service, and innovation within their field rather than external factors like the number of votes. Winning firms and individuals will be presented with a variety of free and commercial advertising packages to choose from, each designed to maximise the promotional gains from the award. Should you wish to take part in the Ethical Finance Awards 2023, please don’t hesitate to nominate yourself or a deserving business you know for consideration this year!Voting Closed
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Wealth and Finance International is proud to announce the much-awaited return of the FinTech Awards 2022, making its way back for the 5th consecutive year! As global funding for the FinTech industry in 2021 exceeded that of 2020 by more than 96%, we’re starting to see a stark increase in ‘decacorns’ and ‘unicorns’ due to the industry growing on an exponential scale! In the UK, FinTech investment hit £17.7 billion in the first half of the year, while 33% of all new unicorns around the world have been FinTech-focused over the past three months. There are numerous new technologies and concepts that are becoming more popular, accessible and mainstream going through 2022. Innovations such as embedded finance, BNPL (Buy Now Pay Later) and open banking are developing alongside the expansion of cryptocurrencies and blockchain technologies. Those operating within the FinTech industry are constantly pushing boundaries and limitations, providing consumers and business leaders with a more simplified user experience when it comes to financial management. FinTech experts make our lives easier and eliminate unnecessary levels of stress from our daily lives. The FinTech industry is always growing and evolving, never standing still or looking the same as time passes. The industry's leaders are constantly innovating and formulating secure and creative methods of managing your finances! The FinTech Awards 2022, hosted by Wealth & Finance International, aims to showcase and secure your business’s position as a true leader and trend-setter within the industry, as well as informing potential clients and colleagues that you are providing an award-winning service! This prestigious long-running awards programme is completely free to enter! If your business is lucky enough to be successful, you will be presented to our circulation and promoted on our website for a minimum of 12 months. In addition, our successful parties are welcome to choose from our range of competitively-priced promotional packages to celebrate the good news! These consist of several fashionable items to help spread the message of your success, as well as editorial opportunities to be featured within this year’s celebratory magazine! Being successful in the FinTech Awards 2022 will provide you with the evidence you require to prove beyond any reasonable doubt that you stand out from the rest. Wealth & Finance International provides a unique opportunity to cement each winners’ third-party recognition of the award and promote their brand across our global readership of over 67,000 diverse professionals! Receiving an award can also provide a huge boost to internal employee morale, demonstrating that your continued hard work and dedication over the past year is recognised and valued. If you would like to nominate either yourselves or another business you feel is worthy of being successful, then please complete the voting form found at the top of this webpage. Alternatively, if you would like further information about how the FinTech Awards 2022 can benefit your organisation, then please do not hesitate to contact the awards co-ordinator Dean Taylor directly at [email protected]!Winners Announced
Wealth and Finance International is delighted to announce the return of the Cyber Security Awards! Now in its second year, the Cyber Security Awards will exclusively reward companies and individuals who excel within the cyber security industry. From software specialists to IT training providers, the Cyber Security Awards highlights a wide array of top performers and innovators from various sub-sectors within the Cyber Security space. Each year, the number of cyber threats exponentially increases and in an industry that is under constant demand, cyber security firms are tasked with offering the most innovative security solutions to meet the needs of all kinds of businesses. We at Wealth and Finance appreciate how vital cyber security is for protecting the day-to-day operations of businesses and individuals alike and we remain passionate about showcasing a diverse selection of firms and individuals who deserve to be recognised for their contributions. Responsible for also creating solutions to protect against constantly evolving threats, cyber security firms work exceedingly hard to protect their consumers, and innovation is of crucial importance. Subsequently, the cyber security industry is extremely competitive and we take pride in recognising those who prove themselves to be front-runners and pioneers within the industry. Using a merit-driven awards methodology to assess and determine winners, the Cyber Security awards will offer a fair playing field for companies of all sizes and encompass cyber specialists of all kinds! Should you know of a company or individual deserving of a nomination, please use our voting form to submit an entry. Please note that we also encourage self-nominations so don't hesitate to put yourself forward if desired. The Cyber Security Awards are the perfect opportunity to exemplify the efforts and contributions made by cyber security specialists each year. In a world that is under constant direct threat from phishing scams and cyber-attacks, we need cyber security experts now more than ever. Good luck to all the nominees.Vote Now