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
