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
10 hours ago
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
4 days ago
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
6 days ago
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
6 days 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
Jan 14
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
Jan 12
NAINESH KOTAK, Disability and Personal Injury Lawyer - Kotak Law
NAINESH KOTAK "They’re not listening, they’re misconstruing my words, they’re pestering me, they’re denying my claim" "We hear this a lot from people regarding their disability Insurance companies. We are here to speak on their behalf, and it brings much needed relief to our clients” Since 1994, a disability and personal injury lawyer, Nainesh Kotak , has been representing clients who need their voices heard when it comes to disability insurance. He is a Lexpert-ranked law
CARMEN MORGAN
Jan 6
