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
2 days ago
DEAN HOU, CFA® Investment Advisor, CIBC Wood Gundy, Oakville, Ontario
DEAN HOU "Returns are outcomes. Structure is intention.” As the world and lives continuously evolve, so do markets, finances, and investments. The awareness that change is constant forms the foundational philosophy for Dean Hou, CFA®, Investment Advisor with CIBC Wood Gundy . “Whatever you did last year might not work next year,” he says. “We don’t wait for what’s next. We plan for different probabilities and focus on making sure the clients are
NATALIE NOBLE
Apr 20
