Capital Wealth Partners Nominated for “Advisory Team of the Year (Fewer than 10 Staff)”
In early spring Michael Prittie was advised that Capital Wealth Partners and in particular, our team was nominated for the award category “Advisory Team of the Year (Fewer than 10 Staff)” for the 2021 Wealth Professional Awards. As Branch Manager, Michael submitted a written response to a number of questions and highlighted our value proposition to the judges. In June, we were notified of inclusion in the finalist category. During a two-day virtual event, Michael had the privilege of speaking on a panel with a number of investment professional finalists for the purpose of judges determining a winner. Topics included how to build award-winning client engagement strategies, motivating and coaching team members, and software support. The ideas shared by fellow panelists and Michael generated lively conversation and as we move into re-opening Ontario post COVID, we look forward to integrating a few new ideas here at the branch. While we did not take the crown, the entrant field was large, the competition worthy and we were
thrilled to be within the vetted finalist group of ten.
Our thanks to those who nominated us, Wealth Professional and CMI Mortgage Investments who sponsored the panel
discussion and the award itself. Special thanks to the team here at the branch who are top notch and whose collective
traits got us to the finalist stage.