The Canadian Investment Awards announced the winners of the 2006 awards at the gala event held last night in Toronto. Allan Jacobs from Sceptre Investment Counsel Ltd. was named Morningstar Fund Manager of the Year.

George Frazer of Leon Frazer & Associates Inc. was named winner of the 2006 Career Achievement Award, and Kym Anthony of Dundee Financial Group was named this year’s Person of Influence of the Year.

“Each and every year brings forth new awards, new initiatives and new leaders within the Canadian Financial Services industry. These winners are an example of what the industry elite are accomplishing – they truly uphold a high standard of excellence within the industry,” said Sabine Steinbrecher, CIA president and founder, in a news release.


This year marked the introduction of a new award, recognizing a commitment to investor education, sponsored by The Investment Funds Institute of Canada. The IFIC Investor Education Award this year was awarded to the Mackenzie Financial Corp. for their initiatives aimed at educating consumers on wise investment decisions.

Here is the complete list of the 2006 Canadian Investment Award winners and finalists

2006 Advisors’ Choice Investment Fund Company
Winner: AGF Funds Inc.

Morningstar Fund Manager of the Year Award
Winner: Allan Jacobs, Sceptre Investment Counsel Ltd.

2005 Imagine Canada Corporate Citizenship Award
Winner: Coast Capital Savings Credit Union/Dynamic Funds (Tie)

2005 Imagine Canada Socially Responsible Investment Fund
Winner: Ethical Canadian Dividend Fund, The Ethical Funds Company

The YMCA Youth Investment in Values Challenge Mentor of the Year
Winner: John Wilson, Fidelity Investments Canada Ltd.

The YMCA Youth Investment in Values Challenge Coach of the Year
Winner: Jake Carroll, David & Mary Thompson Collegiate

Best Use of Technology Award
Winner: First Coverage, First Coverage Inc.
Finalist: ADP

Best New Initiative Award
Winner: Fostering Capital Markets in New Brunswick, New Brunswick Securities Commission
Finalist: Mackenzie Charitable Giving Fund, Mackenzie Financial Corp.
Finalist: Fusion(TM), Quadrus Investment Services Ltd.

Career Achievement Award
Winner: George Frazer, Leon Frazer & Associates Inc.

IFIC Investor Education Award
Winner: Mackenzie Financial Corp.

Canadian Investment Marketing Award
Winner: ‘Burn Rate’ Campaign, Mackenzie Financial Corp.

Canadian Investment Marketing Award
Winner: ‘Portfolio Funds RSP’ Campaign, Scotiabank

Canadian Investment Marketing Award
Winner: ‘Be’ Campaign, E*TRADE Canada

Real Estate Investment Trust
Winner: RioCan Real Estate Investment Trust

Oil & Gas Trust
Winner: ARC Energy Trust

Utility Trust
Winner: Northland Power Income Fund, Northland Power Inc.

Business Trust
Winner: BFI Canada Income Fund, BFI Canada

Fund of Hedge Funds
Winner: Arrow Multi-Strategy Fund, Arrow Hedge Partners Inc.

Opportunistic Strategy Hedge Fund
Winner: Northern Rivers Innovation Fund LP, Northern Rivers Capital Management Inc.

Global Equity Pooled Fund
Winner: CGO&V Cumberland, Cranston, Gaskin, O’Reilly & Vernon Investment Counsel
Finalist: Burgundy Partners’ Equity RSP, Burgundy Asset Management
Finalist: Sprucegrove Global Equity, Sprucegrove Investment Management Ltd.

Canadian Balanced Pooled Fund
Winner: Leith Wheeler Diversified, Leith Wheeler Investment Counsel
Finalist: BonaVista Balanced, Phillips Hager & North Investment Management Ltd.
Finalist: MFC Global Pooled Balanced, MFC Global Investment Management

International Equity Pooled Fund
Winner: Acadian Core International Equity, Integra Capital Ltd.
Finalist: Sprucegrove International Equity, Sprucegrove InvestmentManagement Ltd.
Finalist: Brandes International Equity, Brandes Investment Partners & Company

Canadian Equity Pooled Fund
Winner: Acuity Pooled Pure Canadian Equity, Acuity Funds Ltd.
Finalist: CC & L Canadian Q Growth, Connor Clark & Lunn Investment Management Ltd.
Finalist: Sceptre Canadian Equity, Sceptre Investment Counsel Ltd.

Canadian Income Pooled Fund
Winner: PH&N Bond, Phillips Hager & North Investment Management
Finalist: Lancaster Fixed Income, TD Asset Management Inc.
Finalist: FGP Bond, Foyston, Gordon & Payne Inc.

Canadian Small Cap Pooled Fund
Winner: Sceptre Small Capitalization Canadian Equity, Sceptre Investment Counsel Ltd.
Finalist: Acuity Pooled Canadian Small Cap, Acuity Funds Ltd.
Finalist: Bissett Microcap, Franklin Templeton Investments

US Equity Pooled Fund
Winner: CI American Value, CI Investments Inc.
Finalist: BonaVista U.S. Equity, Phillips Hager & North Investment Management Ltd.
Finalist: Legg Mason Brandywine Fundamental Value U.S. Equity, Legg Mason Canada Inc.

Canadian Short Term Fixed Income Fund
Winner: PH&N Short Term Bond & Mortgage, Phillips Hager & North Investment Management Ltd.
Finalist: National Bank Mortgage, National Bank Securities Inc.
Finalist: Mackenzie Sentinel Short-Term Bond, Mackenzie Financial Corp.

Canadian Fixed Income Fund
Winner: PH&N Bond, Phillips Hager & North Investment Management
Finalist: PH&N Total Return Bond, Phillips Hager & North Investment Management Ltd.
Finalist: TD Canadian Bond, TD Asset Management Inc.

Canadian Income Trust Fund
Winner: Dynamic Focus+ Small Business, Dynamic Funds
Finalist: Sentry Select Canadian Income, Sentry Select Capital Corp.
Finalist: GGOF Monthly High Income, Guardian Group of Funds Ltd.

Canadian Balanced Fund
Winner: Harbour Growth & Income, CI Investments Inc.
Finalist: Leith Wheeler Balanced, Leith Wheeler Investment Counsel Ltd.
Finalist: Signature Canadian Balanced, CI Investments Inc.

Canadian Equity Fund ((greater than) 50% Canada)
Winner: Dynamic Canadian Value, Dynamic Funds
Finalist: Sceptre Canadian Equity, Sceptre Investment Counsel Ltd.
Finalist: TD Dividend Growth, TD Asset Management Inc.

@page_break@US Small/Mid Cap Equity Fund
Winner: Trimark US Small Companies, AIM Trimark Investments
Finalist: TD US Small-Cap Equity, TD Asset Management Inc.
Finalist: TD US Mid-Cap Growth, TD Asset Management Inc.

Emerging Markets Equity Fund
Winner: AGF Emerging Markets, AGF Management Ltd.
Finalist: TD Latin American Growth, TD Asset Management Inc.
Finalist: Scotia Latin American Growth, Scotia Securities Inc.

High Yield Fixed Income Fund
Winner: PH&N High Yield Bond, Phillips Hager & North Investment Management Ltd.
Finalist: AGF Canadian High Yield Bond, AGF Management Ltd.
Finalist: Mackenzie Sentinel Corporate Bond, Mackenzie Financial Corp.

International Equity Fund
Winner: AGF International Stock, AGF Management Ltd.
Finalist: Mawer World Investment, Mawer Investment Management Ltd.
Finalist: CIBC International Small Companies, CIBC Securities Inc.

European Equity Fund
Winner: AGF European Equity, AGF Management Ltd.
Finalist: Trimark Europlus, AIM Trimark Investments
Finalist: GGOF European Equity, Guardian Group of Funds Ltd.

Precious Metals Equity Fund
Winner: AGF Precious Metals, AGF Management Ltd.
Finalist: Sentry Select Precious Metals Growth, Sentry Select Capital Corp.
Finalist: RBC Global Precious Metals, RBC Asset Management Inc.

Financial Services Equity Fund
Winner: AGF Global Financial Services, AGF Management Ltd.
Finalist: Dynamic Focus+ Wealth Management, Dynamic Funds
Finalist: Investors Global Financial Services, Investors Group Inc.

Healthcare Equity Fund
Winner: Talvest Global Health Care, CIBC Securities Inc.
Finalist: CI Global Health Sciences, CI Investments Inc.
Finalist: Fidelity Focus Health Care, Fidelity Investments Canada Ltd.

Natural Resources Equity Fund
Winner: Dynamic Focus+ Resource, Dynamic Funds
Finalist: Mackenzie Universal Canadian Resource, Mackenzie Financial Corp.
Finalist: TDK Resource Fund Inc., Triax Capital Corp.

Canadian Income Balanced Fund
Winner: CIBC Monthly Income, CIBC Securities Inc.
Finalist: Signature High Income, CI Investments Inc.
Finalist: Dynamic Value Balanced, Dynamic Funds

Canadian Small Cap Equity Fund
Winner: Ethical Special Equity/Clarington Canadian Small Cap, IA Clarington Investments Inc.
Finalist: Sceptre Equity Growth, Sceptre Investment Counsel Ltd.
Finalist: Front Street Small Cap Canadian, Front Street Capital

Global Fixed Income Fund
Winner: RBC Global Bond, RBC Asset Management Inc.
Finalist: BMO World Bond, BMO Investments Inc.
Finalist: Friedberg Foreign Bond, Friedberg Mercantile Group Ltd.

Global Balanced Fund
Winner: Trimark Global Balanced, AIM Trimark Investments
Finalist: Mackenzie Ivy Global Balanced, Mackenzie Financial Corp.
Finalist: Mackenzie Cundill Global Balanced, Mackenzie Financial Corp.

Global Small/MidCap Equity Fund
Winner: Trimark Global Endeavour, AIM Trimark Investments
Finalist: Clarington Global Small Cap, IA Clarington Investments Inc.
Finalist: GGOF Global Small Cap, Guardian Group of Funds Ltd.

Global Equity Fund
Winner: Mackenzie Cundill Value, Mackenzie Financial Corp.
Finalist: Dynamic Global Value, Dynamic Funds
Finalist: Capital International Global Equity, Capital International Asset Management Inc.

Asian Equity Fund
Winner: Fidelity Far East. Fidelity Investments Canada Ltd.
Finalist: HSBC AsiaPacific, HSBC Investment Funds (Canada) Inc.
Finalist: Dynamic Far East Value, Dynamic Funds

US Equity Fund
Winner: Chou Associates, Chou Associates Management Inc.
Finalist: RBC O’Shaughnessy U.S. Value, RBC Asset Management Inc.
Finalist: Mutual Beacon, Franklin Templeton Investments Corp.

Science and Technology Equity Fund
Winner: Northwest Specialty Innovations, Northwest Mutual Funds Inc.
Finalist: Fidelity Focus Telecommunications, Fidelity Investments Canada Ltd.
Finalist: TD Entertainment & Communications, TD Asset Management

Person of Influence of the Year Award
Winner: G. F. Kym Anthony, President & CEO, Dundee Financial Group / Deputy Chair, Dundee Wealth Management Inc.

2006 Analysts’ Choice Investment Fund Company
Winner: CI Investments Inc.
Finalist: Dynamic Funds
Finalist: Phillips Hager & North Investment Management Ltd.

For more information please visit www.InvestmentAwards.com.