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
5 days ago
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
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
Jan 30
PAUL LANDRY, CPA, CA, MBA, Vice President, Business Acquisition at Richardson Wealth, Calgary, Alberta
PAUL LANDRY “I’ve built superb relationships with incredible wealth management teams; that’s the most rewarding chapter of my career.” When people come together around aligned values and goals, careers don’t just grow, they transform. Paul Landry, CPA, CA, MBA, Vice President, Business Acquisition at Richardson Wealth knows this well because he sees it every time an Advisor team joins the exclusive independent firm. “I’m fortunate to have one of the best jobs in the indu
NATALIE NOBLE
Jan 29
RALPH SACCO , RRC, Executive Consultant, IG Wealth Management, Sacco & Associates. St Catharines, ON
RALPH SACCO “Understanding the forces that drive markets and influence decision-making at the highest levels is what initially drew me to the investment world. It’s not just about numbers—it's about interpreting the signals, anticipating shifts and helping others navigate complexity to build lasting value." With 36 years of experience in the financial services industry, Ralph Sacco, Executive Consultant with IG Wealth Management , has navigated some of the most significant m
CARMEN MORGAN
Jan 28
IRENE VASSALO, BA, CFP®, CEA, EPC, RRC, Principal, Vassalo & Associates, IG Private Wealth Management, Kitchener, ON, IG Wealth Management Inc., Mutual Fund Division
IRENE VASSALO "We don’t just manage investments… we act as navigators, confidantes, and strategic partners in good times and hard times." What comes to mind when you hear the word “legacy”? Is it merely financial: what money or property you leave behind in your will? Or is it something more meaningful, something with lasting impact? The desire to leave a lasting impact is the everyday driving force behind Irene Vassalo and her team at Vassalo & Associates Private Wealth Man
CARMEN MORGAN
Jan 27
