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
IRENE VASSALO, BA, CFP®, CEA, EPC, RRC, Principal, Vassalo & Associates, IG Private Wealth Management, Kitchener, ON, IG Wealth Management Inc., Mutual Fund Division
IRENE VASSALO "We don’t just manage investments… we act as navigators, confidantes, and strategic partners in good times and hard times." What comes to mind when you hear the word “legacy”? Is it merely financial: what money or property you leave behind in your will? Or is it something more meaningful, something with lasting impact? The desire to leave a lasting impact is the everyday driving force behind Irene Vassalo and her team at Vassalo & Associates Private Wealth Man
CARMEN MORGAN
Jan 27
PAUL LANDRY, CPA, CA, MBA, Vice President, Business Acquisition at Richardson Wealth, Calgary, Alberta
PAUL LANDRY “I’ve built superb relationships with incredible wealth management teams; that’s the most rewarding chapter of my career.” When people come together around aligned values and goals, careers don’t just grow, they transform. Paul Landry, CPA, CA, MBA, Vice President, Business Acquisition at Richardson Wealth knows this well because he sees it every time an Advisor team joins the exclusive independent firm. “I’m fortunate to have one of the best jobs in the indu
NATALIE NOBLE
Jan 23
SATVIR GILL, Senior Wealth Advisor, The Gill Group, ScotiaMcLeod®, a division of Scotia Capital Inc., Scotia Wealth Management, Langley, British Columbia
SATVIR GILL Satvir Gill , a seasoned Senior Wealth Advisor for The Gill Group at Scotia Wealth Management , traces the roots of his financial journey back to childhood, a journey shaped by family responsibility, curiosity, and a deep desire to help others succeed financially. Growing up in Northern British Columbia as the child of immigrant parents, Satvir took on early responsibility for managing his family’s finances. This experience was more than just balancing numbers. I
TAYLOR STRANAGHAN
Jan 22
KELLY LINDSEY, CIM®, CFP®, FCSI®, FMA; Portfolio Manager, Okanagan Wealth Management, Raymond James, Penticton, B.C.
KELLY LINDSEY “There’s nothing more fun than making money grow.” Community trust isn’t established overnight. It’s earned, year over year, conversation by conversation. For Kelly Lindsey, CIM®, CFP®, FCSI®, FMA , that trust is reflected with pride on display in her office: five Best Financial Advisor awards from the Best of Penticton Awards , each representing a community vote of confidence she’s built over her 25-year career. “I’ve been
NATALIE NOBLE
Jan 22
BRENDAN MIKKELSON, MBA, CFP®, Investment Advisor & Certified Financial Planner, 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
Jan 21
TRIXIE ROWEIN, Financial Advisor & Senior Portfolio Manager, Raymond James, Edmonton, AB
TRIXIE ROWEIN "I genuinely believe that a multi-generational team brings greater value—not just for us as Financial Advisors, but for our clients as well. It shows them that across generations, there’s a strong, capable team ready to support them and their families through every stage of life." A painting of a vibrant owl is center of attention in Trixie Rowein’s downtown Edmonton office. The feathers appear almost backlit, its face an image of surety. "I had a young woman
CARMEN MORGAN
Jan 15
