RAMSEY MELHEM, CIM®, PFP®, Senior Investment Advisor, Alex & Melhem Wealth Management Group, BMO Nesbitt Burns, Edmonton, Alberta
RAMSEY MELHEM “Money and wealth are so much more than math.” In a profession built on relationships that span decades, Ramsey Melhem, CIM®, PFP®, Senior Investment Advisor with Alex & Melhem Wealth Management Group of BMO Nesbitt Burns, cherishes the responsibility in serving families entrusting him with their lives’ work. Its weight is represented in a 1929 coin in his office, gifted from his predecessor, Chris Beirnes, who recently retired from the pra
NATALIE NOBLE
Jul 27
AMRIT LALLI CFP®, CIM® and DAN GRECO, CFA, CFP®, Lalli Greco Wealth Management of Richardson Wealth, Victoria, B.C.
AMRIT LALLI DAN GRECO “Unifying business and personal wealth. How the CLEAR FrameworkTM aligns financial strategy.” In the demanding world business owners and professionals navigate, who has time to oversee the multiple, complex, and ever-changing components of their professional and personal finances? Together, Amrit Lalli CFP®, CIM®, B.Comm, and Dan Greco CFA, CFP®, B.A. (Hons.), have come to deeply understand the challenge, s
NATALIE NOBLE
Jul 22
MEGHAN MCALISTER, CIM, Investment Counsellor & Portfolio Manager, BMO Private Wealth
Meghan McAlister "Traditional economic theory assumes people are entirely rational at all times. That is not usually the case” Long before Meghan McAlister was running discretionary portfolios for high-net-worth families, she was a ten-year-old at her family breakfast table, comparing Tuesday’s stock quotes to Monday’s in the pages of the Vancouver Sun. "My father was a Venture Capitalist, so I was always very interested in his business dealings,” says Meghan, Investment Coun
CARMEN MORGAN
Jul 22
FERNANDO CAMPOMAR, CFA®, CFP®, RRC®, Senior Financial Consultant, IG Wealth Management, Gatineau, QC
FERNANDO CAMPOMAR “A personalized experience instills trust and confidence.” Over his successful wealth management career, Fernando Campomar, CFA®, CFP®, RRC® has kept a keen eye out for ways to elevate his service and strengthen client relationships. Today, that means maintaining personalized client interactions and services while aligning his team in that same pursuit. “When it comes to handling personal, family, and business finances, we know the people
NATALIE NOBLE
Jul 9
RISA FAHY, CIM®, CFP®, Wealth Advisor, Portfolio Manager, The Fahy Group, Scotia Wealth Management, Vancouver B.C.
RISA FAHY “Planning for life’s ups and downs; preparing families for what comes next.” When Risa Fahy, CIM®, CFP®, Wealth Advisor and Portfolio Manager with The Fahy Group of Scotia Wealth Management, talks about her work, she tends to focus less on the term “client” and more on the people behind it – the families and life moments she’s honoured to be part of. “I really enjoy the investment side of my work as a Portfolio Manager, but it’s the planning and being there to
NATALIE NOBLE
Jul 9
Moïse Amselem, F. Pl., Financial Planner, Scotia Financial Planning, Montreal, QC
Moïse Amselem “Together, let’s build something special for your future.” In the ever-changing world of finance, finding the right Financial Planner and Advisor who supports financial well-being and helps clients navigate life’s broader challenges, is a game changer. “Currently, inflation has spiked, the cost of living is up dramatically, interest rates are high, and the housing market has boomed,” says Moïse Amselem, F. Pl., Financial Planner, and Advis
NATALIE NOBLE
Jul 9
SHAWN MILLIGAN, Senior Wealth Advisor of RBC Dominion Securities Inc. The Milligan Private Wealth Management Team, Regina, SK
SHAWN MILLIGAN "Success is a team sport" Shawn Milligan serves as Senior Wealth Advisor with the Milligan Private Wealth Management Team at RBC Dominion Securities. With nearly 40 years of experience, Shawn’s vision has helped clients build stronger financial futures. Even after decades in the industry, his passion for the work hasn’t changed. From the day he graduated university, Shawn knew this was the career he wanted to
GARY MILAKOVIC
Jul 8
