RUSSELL CHEW, ANTHONY CHOW, and MARLEY SNOW, Senior Investment Advisors, VSI Wealth, TD Wealth Private Investment Advice, Vancouver, BC
Marley Snow, Russell Chew, and Anthony Chow "Helping clients live the life they envision" Russell Chew, Anthony Chow, and Marley Snow, of VSI Wealth Management Group have more than 90 years of combined investment experience. In that near century of work, they’ve seen almost everything: bear markets, bull markets, pandemics, distracting shiny objects that are here one moment, then gone the next, and through it all they’ve never forgotten that
GARY MILAKOVIC
May 26
BRENDA RUMBLE, Senior Wealth Advisor, IG Wealth Management, Chatham, Ontario
BRENDA RUMBLE “Clients ask ‘when is the best time to start estate planning?’ I tell them, ‘when you start saving.’” After the family and funeral home phone calls, they call Brenda. It is a role that few financial Advisors seek out and fewer still are built for. But Brenda Rumble, Senior Wealth Advisor at IG Wealth Management, has become the person her clients' families reach for in the ho
CARMEN MORGAN
May 25
ALEX CHU, PFP, Financial Planner, Investment and Retirement Planning, RBC, Edmonton, Alberta
ALEX CHU “When markets drop, the typical answer clients get is, ‘Don’t worry, just keep holding.’ That’s true but it doesn’t address the real concern. Reassurance comes from understanding what’s actually happening, and why.” The disconnect between what Advisors typically say and what clients actually need to hear has shaped Alex Chu’s approach to wealth management and retirement planning. As a Financial Planner with RBC in Edmonton, Alberta, he believes the antidote to market
CARMEN MORGAN
May 25
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
May 25
Millicent Hicks, CFP®, CIM®, FCSI®, FEA®, Senior Wealth Advisor & Portfolio Manager, Millicent Hicks Group, ScotiaMcLeod, St John's, Newfoundland
Millicent Hicks “Clients have built this beautiful thing; now we’re going to protect it, and all the people involved.” Set in scenic downtown St. John’s Newfoundland. with office views of St. John’s Harbour, Millicent Hicks, CFP®, CIM®, FCSI®, FEA®, and her team are focused on growth via holistic wealth planning and client-first service. “This is our biggest year yet for client referrals from our existing client base,” says Millicent, Senior Wealth Advisor and Portfolio Manag
NATALIE NOBLE
May 15
DEAN HOU, CFA® Investment Advisor, CIBC Wood Gundy, Oakville, Ontario
DEAN HOU "Returns are outcomes. Structure is intention.” As the world and lives continuously evolve, so do markets, finances, and investments. The awareness that change is constant forms the foundational philosophy for Dean Hou, CFA®, Investment Advisor with CIBC Wood Gundy. “Whatever you did last year might not work next year,” he says. “We don’t wait for what’s next. We plan for different probabilities and focus on making sure the clients are pr
NATALIE NOBLE
May 12
KEVIN OSER, CIM®, Senior Investment Advisor, iA Private Wealth, Vancouver, BC
KEVIN OSER “We can all feel uncomfortable when markets decline and it can be easy to forget to look back at history. In the short term, markets can, and do, move up and down. But, over time there is little to be concerned about for prudent investors with a long-term perspective.“ Why did a wealth management career appeal to you? I love learning about how the brain works, human emotions and behaviour, so I went to university to study psychology. But after a year, know
CARMEN MORGAN
May 8
