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
May 29
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 t
GARY MILAKOVIC
May 29
HELENE ATA, CFP®, RRC®, MFA-P™, QAFP®, Financial Planner, Division Manager and Executive Financial Consultant, IG Wealth Management Inc., Mutual Fund Division, Toronto, ON.
HELENE ATA “We’re fully invested in doing the right thing for clients. Their success is our success.” For Helene Ata, CFP®, RRC®, MFA-P™, QAFP®, juggling isn’t a side effect of her 20- year career success. It’s the job itself. As a Financial Planner, Division Manager, and Executive Financial Consultant with IG Wealth Management (IG), Helene’s days move between client meetings, building financial plans, team check-ins, recruiting strategy, coaching sessions, and continuously g
NATALIE NOBLE
May 28
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
May 27
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
May 26
BRENDA RUMBLE, Senior Wealth Advisor, IG Wealth Management, Chatham, Ontario
BRENDA RUMBLE “Clients ask ‘when is the best time to start estate planning?’ I tell them, ‘when you start saving.’” After the family and funeral home phone calls, they call Brenda. It is a role that few financial Advisors seek out and fewer still are built for. But Brenda Rumble, Senior Wealth Advisor at IG Wealth Management, has become the person her clients' families reach for in the ho
CARMEN MORGAN
May 25
ALEX CHU, PFP, Financial Planner, Investment and Retirement Planning, RBC, Edmonton, Alberta
ALEX CHU “When markets drop, the typical answer clients get is, ‘Don’t worry, just keep holding.’ That’s true but it doesn’t address the real concern. Reassurance comes from understanding what’s actually happening, and why.” The disconnect between what Advisors typically say and what clients actually need to hear has shaped Alex Chu’s approach to wealth management and retirement planning. As a Financial Planner with RBC in Edmonton, Alberta, he believes the antidote to market
CARMEN MORGAN
May 25
