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
Cory Almquist, Mark England & Jason Bearchell, Senior Portfolio Managers and Senior Investment Advisors, TD Wealth Private Investment Advice, Edmonton, AB
Cory Almquist, Mark England, and Jason Bearchell " All things in balance" For Cory Almquist, Mark England & Jason Bearchell , Portfolio Managers at TD Wealth Management , a strong financial future, a good business, and a great life, all rely on balance. A good financial plan, for example, relies on a deep understanding of a client’s needs and goals, as well as a comprehensive examination of their current financial reality. Do t
GARY MILAKOVIC
Jan 9
PAUL VORSTADT, CFP®, CIM®, Portfolio Manager, Assante Capital Management Ltd., Greater Toronto Area
PAUL VORSTADT “In Search of a Better Way” Paul Vorstadt is a man on a mission. Since the day he began his career as a Financial Advisor – nearly three decades ago – Paul has made it his purpose to seek better ways to guide his clients towards their financial goals. While innovation is not usually a term associated with the service side of the financial industry, it’s something Paul embraces. Adapting his approach to address ne
JANICE TUFF
Jan 8
THOMAS LUCCIONI, CIM®, RIS, Financial Consultant and Investment Advisor, IG Wealth Management, Montreal, QC
THOMAS LUCCIONI "In mountains, when you're blocked in freezing wind, you have to wait and wait and cannot do anything until it passes," he says. "Then it clears, and you continue. But you have to be patient. Don't look at others, look at you. Follow your path and be proactive. This is maybe the most important, truthful path I help my clients along.” Thomas Luccioni watched as his vehicle slid toward the cars lined up behind him, next to a 500-meter precipice in the Alps. The
CARMEN MORGAN
Jan 8
CHANTAL BARRIAULT-CRAIG, Senior Consultant, IG Wealth Management Inc., Barrie, ON
CHANTAL BARRIAULT-CRAIG “We Are People First” How Chantal Barriault-Craig Builds Financial Plans That Reflect Lives, Not Just Numbers " “Financial plans can be so generalized , and they shouldn’t be. We are people first, not numbers.” That principle is at the heart of how Chantal Barriault-Craig approaches wealth advising. Before talking about investments or tax strategies, she begins with stories—about your
CARMEN MORGAN
Jan 7
VINCE TARANTINO, MBA, CIM®, CFP®, Senior Wealth Advisor, Founder of the Amalfi Wealth Management Team - Wellington-Altus Private Wealth, Toronto, ON.
VINCE TARANTINO “Independence is the freedom to do your best for clients.” When Vince Tarantino founded the Amalfi Wealth Management team in early 2022, he knew he’d found his calling. After nearly 25 years in the finance industry – many of those at bank-owned firms – Vince took the leap to become independent. He launched his own practice at Wellington-Altus Private Wealth. For four years in a row, Wellington-Altus has been ranked as the top wealth adv
JANICE TUFF
Jan 7
PAIGE MACLEAN, CPCA®, CIMA®, AIFP™, CIM® Senior Wealth Advisor, Portfolio Manager, Scotia Wealth Management™ ScotiaMcLeod®, division of Scotia Capital Inc. Maclean Rychlo Financial Group, Markham, ON
PAIGE MACLEAN “Look beyond the noise – life’s defining moments deserve a partnership built on trust and expertise. Make financial decisions with confidence.” SENIOR WEALTH ADVISOR, Paige Maclean , and her business partner, Nick Rychlo , have worked together for more than 17 years. The practice they’ve built is driven by a team approach, with a focus on empowering clients. As a team, Paige and Nick are interchangeable, once you’ve become a client, e
APRIL POTTER
Jan 6
