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
4 days ago
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
5 days ago
DANIEL MONDOU, CIM, Senior Wealth Advisor, CIBC Wood Gundy in Guelph, Ontario
DANIEL MONDOU "Our conversation always starts with protection before performance. How do we protect what you have spent your life building, while also intending to grow it?" Daniel Mondou was sixteen when he had a first glimpse of his future. Sitting in his high school Introduction to Business class, he recalls already feeling some fluency in the language of stocks, bonds and investing. “I do remember this kind of emotional boost and excitement when it came to my business cla
CARMEN MORGAN
Jun 25
CHRIS PAOLINI, Investment Advisor, RBC Dominion Securities, Toronto, Ontario
CHRIS PAOLINI " Thoughtful strategy that creates real results for families." The perception of wealth management professionals as number crunchers fixated on the markets no longer holds up. While the technical expertise required to protect and build client wealth is a given, exceptional Advisors go beyond the numbers to humanize the client experience. “In my practice, the first thing I want to do is take care of you and your family, treating you as
NATALIE NOBLE
Jun 12
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
Jun 3
BRITTNEY RAMPERSAD, Financial Advisor, Investia Financial Inc., Toronto, Ontario
BRITTNEY RAMPERSAD “There's no such thing as a dumb question, especially when it comes to your money. You should be asking any question you think of.” "My dad always says, 'Don't be a know-it-all, be a learn-it-all.' I try to apply that to everything in my work and life, says Brittney Rampersad, Financial Advisor with Investia Financial in Toronto, Ontario. “When people over-complicate things, they lose me. When I talk to clients, I keep it simple and keep it relatable.” Whe
CARMEN MORGAN
Jun 2
CURTIS DUDLEY, CFP®, FCSI®, B.Admin., Financial Consultant, Dudley & Halik- IG Wealth Management Mutual Fund Division, Thunder Bay, Ontario
CURTIS DUDLEY "Planning for intergenerational success by understanding what matters to families." Curtis Dudley, CFP®, FCSI®, and Financial Consultant with Dudley & Halik of IG Wealth Management’s Mutual Fund Division, has created an ideal balance that defines his practice. As he applies his technical wealth management and estate planning expertise to grow and protect client assets, he also makes time to appreciate the results of that work in person. “Over the last 23 years,
NATALIE NOBLE
Jun 1
