RAMSEY MELHEM, CIM®, PFP®, Senior Investment Advisor, Alex & Melhem Wealth Management Group, BMO Nesbitt Burns, Edmonton, Alberta
RAMSEY MELHEM “Money and wealth are so much more than math.” In a profession built on relationships that span decades, Ramsey Melhem, CIM®, PFP®, Senior Investment Advisor with Alex & Melhem Wealth Management Group of BMO Nesbitt Burns, cherishes the responsibility in serving families entrusting him with their lives’ work. Its weight is represented in a 1929 coin in his office, gifted from his predecessor, Chris Beirnes, who recently retired from the pra
NATALIE NOBLE
Nov 4
MEGAN DEEKS, Senior Wealth Advisor, The Deeks Financial Group, CIBC Wood Gundy, Toronto, Ontario
MEGAN DEEKS "Theatre threw me into the deep end of every human emotion. That's exactly what lets me hold a client's hand through the biggest financial decisions of their life." There was no telling how Megan’s career in theatre would inform her ways in helping people manage their money. At Queen's University, where Megan earned an Honours BA, she spent her nights the way the most committed drama students do, in her room running lines. After her degree, she and five of her clo
CARMEN MORGAN
Nov 3
MAURO DI CESARE, Financial Planner, Mutual Fund Representative, registered with Investia Financial Services Inc.
MAURO DI CESARE “My clients of 30 years ago, they had kids. The kids became my clients. Now they’re having kids of their own. One of the best parts of my job is playing witness to the evolution of life.” Growing up the son of immigrants, Mauro Di Cesare, Financial Advisor with Investia Financial Services, saw what financial insecurity looked like up close. “My father came to Canada when he was 13, travelling alone to go live with his aunt and uncle,” says Mauro. “My parents s
CARMEN MORGAN
Nov 2
CHRIS SEIB, Senior Private Banker, BMO Private Wealth, Calgary, Alberta
CHRIS SEIB "The importance of having a plan that protects everyone behind you is probably more important than the plan you've got in place to protect yourself." Nearly three decades ago, a junior hockey injury pulled Chris Seib off his job building a gas plant near Three Hills, Alberta. Unable to do physical work, he did what any young job seekers did at the time: he started faxing out résumés. One landed on the desk of a Bank of Montreal Branch Manager who ha
CARMEN MORGAN
Oct 30
SCOTT STARRATT, CFP®, CIM®, FEA, Senior Portfolio Manager, Starratt Wealth Management of Canaccord Genuity, Calgary, Alberta
SCOTT STARRATT My approach to portfolio management is deliberately unglamorous. The goal is to participate in market growth while helping reduce the volatility clients experience along the way. My lessons in finance began early in life, says Scott Starratt, Senior Portfolio Manager with Starratt Wealth Management of Canaccord Genuity. “When I was a boy, my dad would come home from his job at the bank and I’d always want to know, ‘Who did you talk to today?’” It was an early l
CARMEN MORGAN
Oct 11
ILAN ZOR, MBA, Wealth Advisor, CIBC Wood Gundy, Toronto, Ontario.
ILAN ZOR “I get my energy from sitting in front of a person and, at the end, they say, ‘Oh, I get it now.’ That aha moment is what I wake up for every morning.” Ilan grew up a beach kid. He spent most of his high-school days on the sand in Tel Aviv, surfboard under his arm, and by his own cheerful admission, he was not much of a student. “I paid for that quite a bit,” he laughs. But underneath the sun and the surf ran a current he couldn't shake, a low, persistent worry about
CARMEN MORGAN
Oct 4
Brad Clark, CFP®, CIM®, Financial Advisor, Raymond James, Victoria, B.C.
Brad Clark “We’ve built a practice designed to support families – not just today, but for generations to come.” At the centre of every family, there’s a tie between wealth, health, day-to-day life, and longer-term generational success. At Ely Clark & Associates Wealth Management of Raymond James, conversations with this understanding in mind are central to everything their team does for the client families the team guides. They understand the impacts of their work and strateg
NATALIE NOBLE
Sep 9
