[Guelph, Ontario – June 7, 2024]
On June 6, 2024, Skyline Wealth Management proudly took home the Franklin Templeton Award for Advisory Team of the Year at the Wealth Professional Awards held in Toronto, Ontario.
The Franklin Templeton Award for Advisory Team of the Year Award (10 Staff or more) recognizes an advisory team or office that has displayed excellence over the last 12 months. Teams are evaluated on their employee value proposition, their overall client service and relationship management, their unique business plan, their spirit of innovation, and industry reputation.
“This award is a testament to the hard work and determination of Skyline Wealth Management’s Advisors over the past year in positioning Skyline Wealth Management as a leader in the private alternative investment space,” said Ray Punn, Vice President & Head, Skyline Wealth Management.
“In the past 12 months, we’ve made great strides in our efforts to be an employer of choice for investment professionals and we are proud that our Advisors have been recognized alongside the best of the best in the Canadian investment industry.”
Skyline Wealth Management was also a finalist for Alternative Solutions Provider of the Year, recognizing an outstanding investment firm that specializes in alternative investments and consistently delivers superior advisor service while pushing the boundaries with innovation and industry best practices.
The Wealth Professional Awards are the leading independent awards program for the wealth management and financial planning profession.
Skyline Wealth Management Inc. (“Skyline Wealth Management”) is a Canadian investment firm offering a shelf of privately owned and managed alternative investments, specializing in real estate and clean energy assets.
Skyline Wealth Management is the preferred Exempt Market Dealer of four alternative investments:
Skyline Wealth Management distributes institutional-quality investments to more than 5,800 investors, as well as Canadian investment Portfolio Managers and institutional investors, with ease of access to those who qualify.
To learn more about Skyline Wealth Management and its private investment offerings, please visit SkylineWealthManagement.ca.
Skyline Wealth Management is part of Skyline Group of Companies.