Millicent Hicks, CFP®, CIM®, FCSI®, FEA®, Senior Wealth Advisor & Portfolio Manager, Millicent Hicks Group, ScotiaMcLeod, St John's, Newfoundland
Millicent Hicks “Clients have built this beautiful thing; now we’re going to protect it, and all the people involved.” Set in scenic downtown St. John’s Newfoundland . with office views of St. John’s Harbour, Millicent Hicks, CFP®, CIM®, FCSI®, FEA® , and her team are focused on growth via holistic wealth planning and client-first service. “This is our biggest year yet for client referrals from our existing client base,” says Millicent, Senior Wealth Advisor and Portfolio Man
NATALIE NOBLE
6 days ago
MATT O’TOOLE, CIM®, Investment Advisor, RBC Dominion Securities, Ottawa, Ontario
MATT O’TOOLE “When people have the right guidance – it’s a game changer.” In a world where information and technology are at our fingertips, people today value a personalized wealth management approach built on trust and financial education. With that in mind, Matt O’Toole, Investment Advisor with RBC Dominion Securities in Ottawa, has built a practice that places thoughtful customization over one-size-fits-all efficiency. “Just because there’s a more efficient w
NATALIE NOBLE
Apr 6
DANY GUILLEMETTE, CIM®, Investment Advisor, CIBC Wood Gundy, Québec, QC
DANY GUILLEMETTE Matching words with action Dany Guillemette, CIM® , Investment Advisor, CIBC Wood Gundy , has been in the financial services industry for nearly 30 years, and in that time has learned a lot about finance and people. He’s passionate about expanding financial literacy and focused on superior client service. When you meet Dany, the first thing you’re struck by is what a skilled communicator he is. It’s effortless; and
GARY MILAKOVIC
Apr 5
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 c
NATALIE NOBLE
Mar 26
MARY ELLEN BYRNE, CFP®, CIM®, Senior Wealth Advisor, Portfolio Manager, Richardson Wealth, Mary Ellen Byrne Wealth Management, Halifax, NS
MARY ELLEN BYRNE “Pre-retirement is probably what I love most. Walking people through this very transitional period is emotional, it’s psychological. There is so much in life we can’t know, but this is one life-changing event you can plan for." "The service industry was a great introduction to life, and learning how to communicate with all different personalities," says Mary Ellen Byrne . She learned skills that have been central to her success in her career as a Portfolio
CARMEN MORGAN
Feb 18
RUSSELL CHEW, ANTHONY CHOW, and MARLEY SNOW, Senior Investment Advisors, VSI Wealth, TD Wealth Private Investment Advice, Vancouver, BC
Marley Snow, Russell Chew, and Anthony Chow "Helping clients live the life they envision" Russell Chew, Anthony Chow, and Marley Snow, of VSI Wealth Management Group have more than 90 years of combined investment experience. In that near century of work, they’ve seen almost everything: bear markets, bull markets, pandemics, distracting shiny objects that are here one moment, then gone the next, and through it all they’ve never forgotten that
GARY MILAKOVIC
Feb 3
Blaine Arnold, Executive, Vice President, Corporate Development, Wellington-Altus
BLAINE ARNOLD “Advisors join Wellington-Altus because they want to be surrounded by like minded people, entrepreneurs and extremely growth-focused people. They gain back their independence, entrepreneurship and energy.” Wealth management professionals are notoriously entrepreneurial, especially in those phases of focused business development. But what happens when they work with a firm that ties them down with restrictive practices and little decision-making power? They risk
NATALIE NOBLE
Feb 3
