MICHAEL K. SMITH, MANAGING PARTNER, INSIGHT FINANCIAL PARTNERS
Michael K. Smith does not believe a secure retirement is a privilege reserved exclusively for highly-paid executives and senior management. The Managing Partner of Insight Financial Partners is focused on helping working class Americans prepare for their futures.
“To be able to see our clients retire on their own terms, with dignity, is a privilege to experience,” Michael says. “Our firm has a great opportunity to genuinely do well for ourselves by doing good things for others. We embrace that opportunity to h...
JONATHAN GALLO, FOUNDER, GALLO & CO. CHARTERED PROFESSIONAL ACCOUNTANTS
Dear entrepreneurs: Your business is your asset, not your life.
If Jonathan Gallo were to write a letter to Canadians in the midst of starting or running their own businesses, that is how it would begin.
“Many people don’t differentiate between their passion and their capital,” Jonathan says. “Entrepreneurs often mix their personal and corporate lives to the point they can’t differentiate them from each other. To protect yourself and your assets, separate who you are from your professional life.”
Nainesh Kotak knows your legal rights. More importantly, he wants you to know them too.
“We need some aspects of disability law and some aspects of insurance law to become general knowledge,” says the personal injury and disability lawyer who is the founder of Kotak Personal Injury Law. “That’s how everyone will be prepared to protect themselves, and their families, should they be injured or become disabled.”
KEITH BROWN, PRESIDENT & FOUNDER, FINANCIAL CONFIDENCE ADVISORS INC.
Legacies of business acumen and skill. Knowledge transferred through formal and informal apprenticeships. Marriages that are sustained through hard work and a commitment to cooperation. A conversation with Keith Brown is rich with these respectful impressions of his clients. He is surrounded by people who have built successful family businesses. He also knows that family businesses have an entrepreneurial culture where succession can’t be left to chance.
Nigel Kettle started his career by spending 20 years on the front line of Bay Street. He spent several years as a corporate bond trader and then as an investment banker at three of Canada’s major banks. Nigel left the institutional side of Bay Street to become a retail broker when he learned about tax efficient strategies to help people plan for their retirement, engage in greater levels of philanthropy and leave larger legacies for their children.
“Now I use that knowledge and experience for good, instead of evil. Helping my clients instead of making the banks...
First time home buyers in Vancouver and the Lower Mainland have unique challenges and risks to manage. Robert Almeida has the unique experience to guide his clients through the market all the way to a new home. The Founder and Broker of Homes for BC, a REMAX brokerage, knows houses from every perspective.
Robert’s father was a contractor who built houses on the side. Through working with his father from an early age, Robert learned no...
Investment planners and their clients work together for decades. Tony Miele who is now in his 24th year as a Certified Financial Planner, as well a Division Director of Investors Group for the Greater Niagara Region. He knows what it takes to sustain that kind of long-term relationship over the length of two peoples’ entire adult lives.
“You’ve got to evolve from transaction based conversations to a transformational one,” Tony says. “When I’m sitting beside someone who is at the end of their lives, it...