Awards and Recognition

CWF Group members are proud to be the recipient of many awards that recognize each individual for its overall excellence and specific achievements in areas such as corporate governance, communications, customer satisfaction, business development and industry contribution.

Director’s Circle Award

Every 2 years, CWF Group recognizes one stellar individual with the prestigious Director’s Circle Award. It’s one of the highest honour any financial professional can receive from CWF Group, and is only awarded to those professionals who have demonstrated a commitment to maintaining CWF Group’s highest standards for outstanding leadership, dedication to corporate development and significant contribution to shaping our company’s future.

President Achievement Award

Awarded annually to the top producer of CWF Group and/or Hatitac Inc. The award is a culmination of a year’s worth of outstanding production performance through a combination of products and services offered at the CWF Group.

Service Excellence Recognition Award

ServiceExcellence_5Yrs

Building awareness and support across the industry for long-serving outstanding individuals, this award serves an example of industry unity and company dedication. Honouring individual, managers and advisors for their dedicated service time at CWF Group, CWF will applaud a deserving colleague, financial professional, manager or staff member by way of the Service Excellence Recognition Award.

Life Member – 5 years with CWF
Lifetime Achievement – 10 years with CWF
Celebration of Life – 15 years with CWF
Achievement through the Ages – 20 years with CWF

Millionaire’s Momentum Award

CWF Group’s uniquely celebrates the achievements of financial advisors with less than 2 years of experience. Millionaire’s Momentum Award is designed to recognize the significant contribution for new financial professionals. The award promotes mentorship and professional development by introducing and promoting these leaders as role models to other young financial advisors.

Testimonials

W.F., Business Owner

“Everything was clearly explained with no pressure to use services not required. I will definitely be using them again in the future.” ______________________________________________________________.

Dr.A.H., Family Physician

“Over the years I’ve worked with many Financial Advisors. But the Advisor I have felt the most connection with is my current CWF Financial Advisor. Technically proficient and knowledgeable, yet caring and friendly.” _______________________________________________________________.

S.C. and Family

“We were referred to CWF by a lawyer colleague who is familiar with insurance company litigation. He deals with insurance matters and advised us that if we were considering insurance, Advisors at CWF are the best in the business.” _______________________________________________________________.

T.G., Professor

“Very professional in all aspects of knowledge; I have already given my CWF Advisor’s contact information to my family for needs they may have.” _______________________________________________________________.

J.P. & Family

“We find the advisors at the company extremely friendly and helpful, they are aware of our needs and limitations, and we are very satisfied with the services we get.” ______________________________________________________________.

Dr.S.T. & Dr.C.K., Family Physicians

“My wife and I are both doctors, so we needed to understand everything and our advisor took the time to explain things in great detail. He didn’t pressure us and helped us make the right decision. We both highly recommend CWF and its team of advisors.” _______________________________________________________________.

A.A.,Writer

“Financial Planner with Exceptional Insight. I want to offer once more my thanks for the wonderful things you do for the community and, as well, the kindness and wisdom you radiate when we speak. You are a person of exceptional insight and a planner with that rarest of qualities – imagination. And you can tell ’em I said so.” _______________________________________________________________.