Millicent Hicks, CFP®, CIM®, FCSI®, FEA®, Senior Wealth Advisor & Portfolio Manager, Millicent Hicks Group, ScotiaMcLeod, St John's, Newfoundland
Millicent Hicks “Clients have built this beautiful thing; now we’re going to protect it, and all the people involved.” Set in scenic downtown St. John’s Newfoundland . with office views of St. John’s Harbour, Millicent Hicks, CFP®, CIM®, FCSI®, FEA® , and her team are focused on growth via holistic wealth planning and client-first service. “This is our biggest year yet for client referrals from our existing client base,” says Millicent, Senior Wealth Advisor and Portfolio Man
NATALIE NOBLE
2 days ago
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
Apr 6
