Award of Excellence
The Professional Advisors Award of Excellence honours professionals who encourage their clients to consider charity as part of their estate or financial planning process.
They are the most ardent ambassadors and champions of the Jewish Foundation and set a proud example for other lawyers, accountants and estate planners in our community.
The professional selected for this annual award shall exemplify the highest professional standards and will have made a contribution in one or more of the following three areas:
Meir J. Rotenberg, VP & Investment Advisor, TD Wealth Private Investment Advice
Jamie Golombek, Managing Director, Tax & Estate Planning, CIBC
Mark Halpern, CFP,TEP,MFA-P, CEO and Founder, WEALTHinsurance.com®