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
Sep 8
ALLISON DARROCH, CFA®, Investment Advisor, Portfolio Manager, Richardson Wealth, Winnipeg, Manitoba
ALLISON DARROCH "Something will always happen—9/11, a pandemic, or a market crash. I can't tell you what's next, but I can promise you that something is. My job is to build your portfolio so that when it comes, you're ready. In an industry built on returns, I've built mine on something steadier: being the person my clients know they can count on." Allison Darroch grew up in a numbers family and a household rich with love, experiences, and family dynamic. Her parents were both
CARMEN MORGAN
Sep 7
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
Sep 4
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. It
TAYLOR STRANAGHAN
Sep 2
CHRISTOPHER OUIMET, CFA, CFP®, Portfolio Manager, Montgomery Ouimet Wealth Management of RBC Dominion Securities Inc., Ottawa, ON
CHRISTOPHER OUIMET “Clients don’t outgrow our process; we grow with them.” In an ever-changing financial landscape, keeping track of its many moving parts can be daunting. Christopher (Chris) Ouimet CFA, CFP®, and Portfolio Manager with Montgomery Ouimet Wealth Management of RBC Dominion Securities, removes that burden, delivering clarity, structure, and intergenerational strategy to even the most complex financial lives. “I take satisfaction in helping clie
NATALIE NOBLE
Sep 1
Blaine Arnold, Executive, Vice President, Corporate Development, Wellington-Altus
BLAINE ARNOLD “Advisors join Wellington-Altus because they want to be surrounded by like minded people, entrepreneurs and extremely growth-focused people. They gain back their independence, entrepreneurship and energy.” Wealth management professionals are notoriously entrepreneurial, especially in those phases of focused business development. But what happens when they work with a firm that ties them down with restrictive practices and little decision-making power? They risk
NATALIE NOBLE
Sep 1
COLE HEIDEMAN, CIM, Investment Advisor, RBC Dominion Securities, Orangeville, ON
COLE HEIDEMAN "You don't want to be retiring on the same day your Advisor does.” When a prospective client sat down across from Cole Heideman recently, they shared that they had already outlasted three Advisors because they'd retired. Each handoff meant a new style to learn and a new rapport to build from scratch. In addition to sound wealth planning and disciplined investing, Cole provides his clients with a dedicated, high-touch relationship based on a time horizon
CARMEN MORGAN
Sep 1
