FEATURED Excellence Awardee

Hamilton ETFs

“I had a picture of a house, and the house was Premiere Mortgage Centre”

Kerri Reed, Premiere Mortgage Centre

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EXCELLENCE AWARDEE: ETF PROVIDER OF THE YEAR

www.hamiltonetfs.com

https://www.linkedin.com/company/hamiltonetfs/

etf@hamiltonetfs.com

416-941-9888

70 York Street, Suite 1520, Toronto ON, M5J 1S9

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Excellence Awardee: The Desjardins Award for Rising Star Advisor of the Year

Alexander Soutsos

facebook.com/reza.ghazi

@blackfishfinance

1188 Whakue St, Rotorua Central, Rotorua

@transalta

Management Consultant at KPMG, servicing clients across a variety of industries, including environmental services, retail, and healthcare. Alexander’s experience also includes time at CI Financial as well as boutique investment bank Oak Hill Financial. His keen analytical skills assist John Soutsos, Portfolio Manager of Med-Wealth Financial Services, in both analyzing prospective client portfolios and expanding the business. He also provides John Soutsos with a succession plan. Aside from attaining all the securities industry academic credentials, he has completed Level 1 of the CFA program. Alexander’s academic credentials include receiving his master of business administration from the Rotman School of Management (graduated in 2020 as a member of the Dean’s List, Bregman Scholar) and bachelor of commerce from the University of Toronto (graduated in 2014 with distinction). Alexander is a St. Michael’s College School alumnus and a former Provincial Junior A hockey player.

The Lakes College Culinary Club (TLCCC) started with a team of 12 students and has now expanded to over 30 members, showcasing its continued success through participation in college events and even catering for local community organisations. This program not only imparts valuable culinary skills but also teaches the significance of community service, fosters practical abilities and cultivates a professional work ethic. Spanning ages 11 to 18, the Culinary Club challenges students to create elaborate six-course degustation dinners and manage large-scale catering for college gatherings. Chloe, a Year 7 student, praises the program for imparting essential life skills in an enjoyable way among friends. Likewise, Emily values the connections she forms despite the program’s demanding pace. Under the guidance of Chef Joel, TLCCC contributes to the college’s ethos and the students’ personal growth. The program’s commitment to local ingredients and culinary adventures is evident as it expands to include barista training and Responsible Service of Alcohol certification. The program seamlessly merges science, art and food technology, promoting discipline and shared responsibility. TLCCC embodies a commitment to service, community engagement and student leadership, cementing its unique character and contribution to The Lakes College.

youtube.com/@canterburycollege-waterford

IPC Securities Corporation/Med-Wealth Financial Services

Hamilton ETFs

@blackfishfinance

Award-winning ETF provider a leader in innovative investment strategies With over $5 billion in assets under management (AUM), Hamilton ETFs is one of Canada’s leading exchange-traded fund (ETF) providers, offering an expansive suite of ETFs designed to help Canadian investors – and their advisors – get more from their portfolios. Known for its innovative investment strategies and commitment to supporting financial advisors, the firm has significantly grown its presence and AUM. In fact, the firm doubled its assets in 2023, reaching $3.7 billion from $1.8 billion at the end of 2022, making it the fastest-growing ETF provider of the year, according to National Bank Financial (NBF). The firm offers 20 ETFs across three distinct categories: (i) YIELD MAXIMIZER™ ETFs, (ii) Enhanced ETFs, and (iii) Financial Sector ETFs. Recognitions and awards In recognition of its outstanding performance and innovation, Hamilton ETFs was named an Excellence Awardee in the Wealth Professional’s 2024 ETF Provider of the Year category. This accolade highlights the firm’s excellence in delivering high-quality investment products and services to the market. YIELD MAXIMIZER™ ETFs – an income-first approach to covered calls To address the growing income needs of many Canadian investors, Hamilton ETFs launched a suite of 10 YIELD MAXIMIZER™ ETFs with an innovative income-first approach to covered call writing across virtually every popular North American sector to provide high levels of tax-efficient monthly income. The first to launch was the Hamilton Canadian Financials YIELD MAXIMIZER™ ETF (HMAX), the most successful Canadian ETF launch of 2023, which now has over $800 million in AUM. Additionally, Hamilton ETFs launched Canada’s first covered call bond ETF (HBND), applying their income-first strategy to fixed income. Having launched their first covered call ETF in July 2021, Hamilton ETFs has quickly become one of Canada's largest and fastest growing providers in the category. Enhanced ETFs – modest 25% leverage for higher growth and income Further showcasing its innovative capabilities, Hamilton ETFs brought the first modestly levered ETF to market with the launch of the Hamilton Enhanced Canadian Bank ETF (HCAL) in October 2020. They subsequently applied this strategy to other blue-chip sectors including Canadian financials and utilities. With over $1.7 billion in the category, Hamilton ETFs is the largest provider of Enhanced ETFs where it continues to experience significant growth. Financials ETFs – innovative strategies designed by sector specialists Hamilton ETFs is also a leading provider of Canadian bank and financials ETFs and frequently shares its insights and sector commentary on its website. Its suite of financial sector ETFs include Canada’s only Australian bank ETF (HBA) and mean reversion Canadian bank ETF (HCA), both of which were recognized with FundGrade A+ awards in 2023. Focused on providing advisors with excellent support and education Hamilton ETFs places a strong emphasis on advisor education, understanding the crucial role advisors play in guiding clients’ investment decisions. The firm and its national sales team maintains extensive and regular contact with advisors, providing them with the necessary tools and information to help them meet the evolving needs of their clients and exceed their clients’ goals.

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Hamilton ETFs

EXCELLENCE AWARDEE: ETF Provider of the Year

Hamilton ETFs: growth and innovation in the Canadian ETF market