Patrick Graham awarded Wholesaler of the Year
TORONTO, June 21, 2022 /CNW/ - Franklin Templeton Canada has received the award for Mutual Fund Provider of the Year at the Wealth Professional gala on June 1, 2022. In addition, Patrick Graham, MBA, CIM, vice president, Regional Sales, has received the award for BDM/Wholesaler of the Year.
"We are honoured to receive this award that reflects our employees' hard work and dedication to supporting financial advisors with solutions that provide better investment outcomes for their clients," said Duane Green, president and CEO, Franklin Templeton Canada.
"In 2017, we were fortunate to win this same Mutual Fund Provider of the Year award that recognized our new leadership and direction as we introduced the 'new' Franklin Templeton Canada to advisors and investors. Over the past five years, our team has been on an incredible journey looking for new ways to help advisors in their practices and provide unwavering support. We have made a transformational change to the business by reinventing our distribution model to better service advisors; offering thought leadership and education through our Academy; and providing proven sustainable ETFs and funds that leverage our vastly expanded investment capabilities," Green continued.
Graham added: "I am excited to receive this wholesaler award and appreciate the honour of being recognized for my service to financial advisors. I strive to be a partner of choice for advisors, with a strong focus on supporting their overall needs and long-term success."
Jim Vlahos, senior vice president, Sales, added: "It is great to see Patrick recognized as Wholesaler of the Year as he always puts his clients first and works hard every day to build strong, meaningful relationships."
The award for Mutual Fund Provider of the Year recognizes the outstanding asset management firm that specializes in mutual funds, which consistently delivers superior advisor service while pushing the boundaries with innovation and industry best practices over the last 12 months.
The award for BDM/Wholesaler of the Year recognizes the BDM/wholesaler who has displayed excellence over the past 12 to 18 months and who offers superior service to advisors.
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 155 countries. In Canada, the company's subsidiary is Franklin Templeton Investments Corp., which operates as Franklin Templeton Canada. Franklin Templeton's mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers boutique specialization on a global scale, bringing extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has 75 years of investment experience and approximately US$1.45 trillion (approximately CAN$1.83 trillion) in assets under management as of May 31, 2022. For more information, please visit franklintempleton.ca and connect with Franklin Templeton on Twitter, Facebook and LinkedIn, and read the Beyond Bulls & Bears blog.
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SOURCE Franklin Templeton Investments Corp.
Sarah Kingdon, Corporate Communications, Franklin Templeton, 416-957-6191, [email protected]
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