Recipient of the Advisor of the Year Award
Patrick Horning of Regina has earned the highest national award bestowed upon professionals in Canada’s financial planning industry.
Horning, a Senior Financial Planner with Assante Financial Management Ltd., was the recipient of the 2003 Advisor of the Year Awards sponsored by Advisor’s Edge magazine, a publication of Rogers Media Inc.
A panel of industry leaders judged advisors’ actual case studies to determine the five national award winners, one from each of five regions (British Columbia and the Territories, Prairies, Ontario, Quebec, and the Atlantic).
The awards honour Canada’s finest financial advisors for serving their clients’ needs with professionalism and dedication. Horning specializes in pensions, estates, retirement services and managed investments.
“Our clients face more and more complex problems Horning says. “I believe the keys to helping people succeed are, first, to take time to appreciate their particular situation and, second, to provide them with understandable options in order to meet their objectives.
“You must establish long-term relationships, preserve your clients’ assets, use only proven solutions and investments, and work with accountants and lawyers to ensure all issues are addressed.”
Horning holds a Bachelor of Administration degree from the University of Saskatchewan and numerous financial accreditations in certified and professional financial planning, insurance, investments and licensing. He is a member in good standing with the Financial Planners Standards Council.
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