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
5 days ago
KAREN E. SHEA, CIM®, FMA, CIWM, Senior Wealth Advisor & Portfolio Manager, CIBC Wood Gundy, Ottawa, Ontario
KAREN SHEA "Making People a Priority" Since 1997, Karen Shea, Senior Wealth Advisor, Shea Wealth Advisory, CIBC Wood Gundy , has been helping clients manage wealth a little differently: she starts by caring. She asks a lot of questions because she knows that it’s the only way to build a strong and lasting relationship with clients. “You have to understand their story,” Karen said. “You need to know who they are and where they’v
GARY MILAKOVIC
Mar 30
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
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
JENIFFER TRETINA NELSON, Senior Investment Advisor, TD Wealth Private Investment Advice, Belleville, ON
JENIFFER TRETINA NELSON “I once had a client visit my office after her husband died suddenly, and ask if she was going to be eating cat food,” says Jennifer. “Assisting people with their financial security, or helping them navigate complex life transitions with confidence and dignity is a large part of this work.” Jennifer Tretina Nelson’s introduction to wealth planning came at the age of 18 when she read David Chilton’s The Wealthy Barber. “My mom gave it to me, and I was
CARMEN MORGAN
Feb 2
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
