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
Oct 15
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 12
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 5
AMRIT LALLI CFP®, CIM® and DAN GRECO, CFA, CFP®, Lalli Greco Wealth Management of Richardson Wealth, Victoria, B.C.
AMRIT LALLI DAN GRECO “Unifying business and personal wealth. How the CLEAR FrameworkTM aligns financial strategy.” In the demanding world business owners and professionals navigate, who has time to oversee the multiple, complex, and ever-changing components of their professional and personal finances? Together, Amrit Lalli CFP®, CIM®, B.Comm, and Dan Greco CFA, CFP®, B.A. (Hons.), have come to deeply understand the challenge, s
NATALIE NOBLE
Sep 15
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
Sep 14
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
ALLISON DARROCH, CFA®, Investment Advisor, Portfolio Manager, Richardson Wealth, Winnipeg, Manitoba
ALLISON DARROCH "Something will always happen—9/11, a pandemic, or a market crash. I can't tell you what's next, but I can promise you that something is. My job is to build your portfolio so that when it comes, you're ready. In an industry built on returns, I've built mine on something steadier: being the person my clients know they can count on." Allison Darroch grew up in a numbers family and a household rich with love, experiences, and family dynamic. Her parents were both
CARMEN MORGAN
Sep 8
