FERNANDO CAMPOMAR, CFA®, CFP®, RRC®, Senior Financial Consultant, IG Wealth Management, Gatineau, QC
FERNANDO CAMPOMAR “A personalized experience instills trust and confidence.” Over his successful wealth management career, Fernando Campomar, CFA®, CFP®, RRC® has kept a keen eye out for ways to elevate his service and strengthen client relationships. Today, that means maintaining personalized client interactions and services while aligning his team in that same pursuit. “When it comes to handling personal, family, and business finances, we know the people
NATALIE NOBLE
Jul 9
RISA FAHY, CIM®, CFP®, Wealth Advisor, Portfolio Manager, The Fahy Group, Scotia Wealth Management, Vancouver B.C.
RISA FAHY “Planning for life’s ups and downs; preparing families for what comes next.” When Risa Fahy, CIM®, CFP®, Wealth Advisor and Portfolio Manager with The Fahy Group of Scotia Wealth Management, talks about her work, she tends to focus less on the term “client” and more on the people behind it – the families and life moments she’s honoured to be part of. “I really enjoy the investment side of my work as a Portfolio Manager, but it’s the planning and being there to
NATALIE NOBLE
Jul 9
Moïse Amselem, F. Pl., Financial Planner, Scotia Financial Planning, Montreal, QC.
Moïse Amselem “Together, let’s build something special for your future.” In the ever-changing world of finance, finding the right Financial Planner and Advisor who supports financial well-being and helps clients navigate life’s broader challenges, is a game changer. “Currently, inflation has spiked, the cost of living is up dramatically, interest rates are high, and the housing market has boomed,” says Moïse Amselem, F. Pl., Financial Planner, and Advis
NATALIE NOBLE
Jul 9
SHAWN MILLIGAN, Senior Wealth Advisor of RBC Dominion Securities Inc. The Milligan Private Wealth Management Team, Regina, SK
SHAWN MILLIGAN "Success is a team sport" Shawn Milligan serves as Senior Wealth Advisor with the Milligan Private Wealth Management Team at RBC Dominion Securities. With nearly 40 years of experience, Shawn’s vision has helped clients build stronger financial futures. Even after decades in the industry, his passion for the work hasn’t changed. From the day he graduated university, Shawn knew this was the career he wanted to
GARY MILAKOVIC
Jul 8
DAVID GALLAGHER, CPCA®, Associate Consultant at IG Wealth Management, Ottawa, Ontario
DAVID GALLAGHER “Complexity is where we shine.” After years focused exclusively on protecting clients’ wealth through insurance strategy, David Gallagher, CPCA®, Associate Consultant with IG Wealth Management (IG), now brings that experience to strengthen his team’s holistic wealth management offering. “My mission is to empower people to feel prepared and protected so they can focus on what matters most,” he says. “Our team help
NATALIE NOBLE
Jul 8
CHRISTOPHER OUIMET, CFA, CFP®, Portfolio Manager, Montgomery Ouimet Wealth Management of RBC Dominion Securities Inc., Ottawa, ON
CHRISTOPHER OUIMET “Clients don’t outgrow our process; we grow with them.” In an ever-changing financial landscape, keeping track of its many moving parts can be daunting. Christopher (Chris) Ouimet CFA, CFP®, and Portfolio Manager with Montgomery Ouimet Wealth Management of RBC Dominion Securities, removes that burden, delivering clarity, structure, and intergenerational strategy to even the most complex financial lives. “I take satisfaction in helping clie
NATALIE NOBLE
Jul 2
GURMAN ARORA, RRC®, CFP®, CIM®, TEP, CLU, Senior Financial Planner & Associate Portfolio Manager, MLD Wealth Management of Canaccord Genuity Corp., Calgary, Alberta
GURMAN ARORA "Building the Guide Map: Gurman Arora brings technical depth to top-tier Canadian team" Few Advisors operating in the Canadian wealth management space carry the credential depth Gurman Arora has assembled. Fewer still have put it to work to bolster a team as consistently recognized as MLD Wealth Management of Canaccord Genuity Corp. (MLD). Gurman’s designations span nearly every dimension of complex financial planning: investment management, advanced insurance st
NATALIE NOBLE
Jun 30
