DANIEL MONDOU, CIM, Senior Wealth Advisor, CIBC Wood Gundy in Guelph, Ontario
DANIEL MONDOU "Our conversation always starts with protection before performance. How do we protect what you have spent your life building, while also intending to grow it?" Daniel Mondou was sixteen when he had a first glimpse of his future. Sitting in his high school Introduction to Business class, he recalls already feeling some fluency in the language of stocks, bonds and investing. “I do remember this kind of emotional boost and excitement when it came to my business cla
CARMEN MORGAN
13 hours ago
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
Jun 12
CURTIS DUDLEY, CFP®, FCSI®, B.Admin., Financial Consultant, Dudley & Halik- IG Wealth Management Mutual Fund Division, Thunder Bay, Ontario
CURTIS DUDLEY "Planning for intergenerational success by understanding what matters to families." Curtis Dudley, CFP®, FCSI®, and Financial Consultant with Dudley & Halik of IG Wealth Management’s Mutual Fund Division, has created an ideal balance that defines his practice. As he applies his technical wealth management and estate planning expertise to grow and protect client assets, he also makes time to appreciate the results of that work in person. “Over the last 23 years,
NATALIE NOBLE
Jun 11
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
