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Charitable Impact – Canada’s fastest-growing donor-advised fund, presents the winners of the first ever Charitable Impact Awards. The Awards recognize Charitable Impact’s most active wealth advisor teams for their outstanding engagement with charitable giving on behalf of their clients.

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Financial professionals can play an important role in helping their clients give charitably, while building and growing their own business.

John Bromley

John Bromley

CEO of Charitable Impact

The 2022 Charitable Impact Awards winners are

Wealth Advisor Team of the Year

Stenner Wealth
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Stenner Wealth

Stenner Wealth Partners+ of Canaccord Genuity Wealth Management won this award because they facilitated nearly 100 unique donations, the highest number for this period, and generated the most amount of donations contributing over $80 million on gifts ranging from several thousand dollars to many millions of dollars.

Top 5 Standout Wealth Advisor Teams

The Wong Group at Wellington-Altus Private Wealth

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PWL Capital Team at PWL

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Christina Anthony’s team at Odlum Brown

Odlum Brown

Harp Dhillon Group at RBC Dominion Securities Inc.

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Stephen Webb’s team at Entrust Financial Services

Quotes from advisors

We are thrilled. This is an award for all our loyal clients who put their trust in us, and who have supported us. We have constantly tried to innovate in our approach on advising philanthropic endeavours with our clients. This award is a testament to that innovative mindset. My team and I are very honoured personally, and I want to give my massive thanks to Charitable Impact for this award.

Stenner Wealth

Stenner Wealth

Stenner Wealth

We are honoured to be recognized for the work we do to empower our clients with tools to magnify their charitable impact, and look forward to helping more Canadians give in a smart way, one client at time.

Maili Wong

Maili Wong

Wong Group

Working with clients on giving back has always been a valued part of our roles at PWL. Charitable Impact makes this an easy task by echoing our values while supporting our team and clients. We’re able to provide exceptional service and in turn fulfil our clients’ charitable endeavors.

PWL Capital Team

PWL Capital Team

PWL Capital

Charitable Impact allows our clients to easily fulfill their dedication to supporting those in need, while achieving their philanthropic goals and creating a legacy. We are proud to play a small role in this – recognizing their goals, creating a plan and maximizing their impact.

Christina Anthony

Christina Anthony

Odlum Brown

Frequently asked questions

The Charitable Impact Awards recognize the most active wealth management teams for their outstanding engagement with charitable giving on behalf of their clients.

No – it’s completely free to enter the Charitable Impact Awards.

There are no limits to how many awards can be won by an individual or organization as long as they meet the criteria for the category.

Charitable Impact tracks the activity and performance of wealth management teams by measuring indicators such as number of donations, amount donated, number of accounts and overall engagement in philanthropy.

The awards are open to all wealth management firms and advisor firms who participate in the Charitable Investment Program.

The Charitable Investment Program helps financial professionals across Canada to integrate charitable donations and charitable asset management solutions into their service offering so they can help their clients with their giving, regardless of which charities their clients choose to support, how much money they want to give away, or how much experience they have with giving.

The next awards will be presented in Summer 2023

About Charitable Impact

Vancouver-based Charitable Impact is for anyone who wants to make a difference, no matter what causes they choose to support or how much they give. Just like a bank account for charitable giving, Charitable Impact’s donor-advised fund helps people simplify and organize their giving. Since being founded in 2011, more than $1.1 billion has been donated by the Charitable Impact community, with thousands of charities benefiting from the generosity of donors across Canada.

Learn more

About Charitable Investment Programs

The Charitable Investment Program helps financial professionals across Canada to integrate charitable donations and charitable asset management solutions into their service offering so they can help their clients with their giving, regardless of which charities their clients choose to support, how much money they want to give away, or how much experience they have with giving.

Chimp Bank
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