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TORONTO, ONTARIO — Thursday, April 23, 2020 — Orser Neuhaus & Associates announced that it had been selected as a Finalist for Advisory Team of the Year (Fewer than 10 Staff) in the 6th annual Wealth Professional Awards.

Presented by Wealth Professional magazine, the Wealth Professional Awards celebrates excellence in the Canadian wealth management and financial planning profession and recognizes the leading advisors, teams, brokerages, fund providers and industry service providers for their achievements, leadership and innovation over the past year.

Finalists in 23 categories were selected, following an open call for nominations to Wealth Professional’s nationwide readership of 28,000 wealth professionals.

Winners will be selected by an esteemed independent judging panel and revealed during the black-tie awards gala on September 30 at the Liberty Grand Entertainment Complex in Toronto, where hundreds of wealth professionals from across the nation will gather.

Wealth Professional Awards project director Jessica Duce said: “The list of finalists is a true snapshot of the best and brightest in the industry right now. It’s going to be a fantastic honour to welcome and celebrate this deserving group at the September gala.”

For the full list of finalists, visit www.wpawards.ca.

We are delighted to announce that effective July 4th, 2017, Palmer Heighington is now an Associate of Orser Neuhaus.

In the two years since he joined us as Investment Services Assistant, Palmer has shown exemplary care and attention in helping manage our clients’ portfolios, and a deep commitment to the core values of Orser Neuhaus: client-centered, independent financial advice given with integrity, as well as the competent delivery of a broad range of investment vehicles. We are sure that those of you who know Palmer will be quick to join us in congratulating him.

Although Palmer will continue to field inquiries relating to clients’ investments, we would also like to re-introduce Filomena Viele as Administrative Services Assistant. She will be assuming more of Palmer’s day-to-day administrative responsibilities.

While Dietmar and Dorothy-Anna will always remain available to their clients, these changes will allow them to concentrate more on wealth management, as Echelon seeks to expand its business towards becoming Canada’s leading independent wealth management company.