BRENDAN MIKKELSON, MBA, CFP®, Investment Advisor & Certified Financial Planner, WooFong Investment Group, Acumen Capital Partners, Calgary, Alberta
BRENDAN MIKKELSON “To uncover solutions and see clients light up about something they never thought they could do is pretty cool.” What do a 15-year professional hockey career and Investment Advice have in common? For Brendan Mikkelson, MBA, CFP® , Investment Advisor at Woo Fong Investment Group, Acumen Capital Partners , it’s understanding and strategically adapting to continuous change. “A big success for me in my life is that I was able to pivot from being an athlete to
NATALIE NOBLE
17 hours ago
PHIL BROOMES PFP®, FCSI®, Senior Wealth Advisor, CIBC Wood Gundy, Financial Planning, Investment Strategies, Hamilton, Ontario
PHIL BROOMES "Investing in Your Success: How Phil Broomes Supports Your Financial Journey" For professionals at the top of their game , daily work is never just a job. It’s their passion. That truth is held tightly by Phil Broomes PFP®, FCSI® , Senior Wealth Advisor with CIBC Wood Gundy in Hamilton, Ontario. “I take my role as a Wealth Advisor very seriously,” says Phil. “I am dedicated to looking after clients and their family members for the long term, staying the course
NATALIE NOBLE
18 hours ago
DREW MCINTOSH, CIM®, Portfolio Manager & Investment Advisor, MSB Wealth Advisory Group, BMO Nesbitt Burns, Calgary, Alberta
DREW MCINTOSH "We built a system that allows us to deliver exceptional service without losing the human connection that matters most." Talent may be in the blood , but it’s not always necessary to take the same path as those who came before to meet and exceed goals and dreams. “I’m proud to honor my father’s legacy in this industry while taking a modern approach,” says Drew McIntosh, CIM® , Portfolio Manager, and Investment Advisor at MSB Wealth Advisory Group, BMO Nesbitt
NATALIE NOBLE
3 days ago
SCOTT GALLACHER, PFP®, Investment Advisor at RBC Dominion Securities, Greater Toronto Area.
SCOTT GALLACHER “Diving into goals, understanding what truly matters, and helping families build financial security.” Building a successful career that’s more than just a job, where the impacts resonate throughout clients’ lives and match personal values takes both strategy and heart. Scott Gallacher, PFP® , Investment Advisor, and Financial Planner at RBC Dominion Securities in Leaside, Ont., has consistently combined the two in his practice that empowers people, simplifi
NATALIE NOBLE
Jan 5
AHMAD BAKHSHAI, CFA®, CFP®, TEP, FEA, CLU, FCSI®, and FP Canada™ Fellow; Associate Vice-President, Advanced Wealth Planning, Wellington-Altus, Toronto, ON.
AHMAD BAKHSHAI “The combined whole is so much greater than the sum of the parts.” Driven by his desire to leave a meaningful and enduring legacy, Ahmad Bakhshai , CFA®, CFP®, TEP, FEA, CLU, FCSI®, and FP Canada™ Fellow; Associate Vice- President of Advanced Wealth Planning at Wellington-Altus , has built a career focused on helping others thrive over the long term. Peter F. Drucker, the “Father of Modern Management,” wrote, “Efficiency is doing things right; effectiv
NATALIE NOBLE
Jan 5
HAL SIMONSON, CFP®, RIAC, MFA-P, Executive Financial Consultant, Simonson Team Private Wealth Management, Sherwood Park, AB
HAL SIMONSON "Everybody knows about the Gates Foundation, the Rockefeller Foundation, but those are all billionaires. Individuals like you and I can do this work, too. The feedback from my clients has been consistent: ‘I didn't know this was possible until you told me h ow." Hal Simonson remembers his grandfather as a brave man who landed on the beaches of Normandy on D-Day. Though he passed away when Hal was young, the idea of living a life of service was embedded in Hal’s
CARMEN MORGAN
Jan 5
KIM BEATON, CIM®, RIAC, Wealth Advisor, Portfolio Manager, Scotia Wealth Management, Saint John, New Brunswick
KIM BEATON "When a client finally takes that dream vacation or a widow gains the confidence to manage her own finances or a young professional starts building wealth with intention, these are the moments that are truly rewarding." Kim Beaton remembers the moment she realized wealth management would be much different than her career in economics. “I had a client experiencing personal crises and crying in my office,” says Kim. “It didn’t take long to learn that the numbers and
CARMEN MORGAN
Jan 2
