SCOTT GALLACHER, PFP®, Investment Advisor at RBC Dominion Securities, Greater Toronto Area.
SCOTT GALLACHER “Diving into goals, understanding what truly matters, and helping families build financial security.” Building a successful career that’s more than just a job, where the impacts resonate throughout clients’ lives and match personal values takes both strategy and heart. Scott Gallacher, PFP® , Investment Advisor, and Financial Planner at RBC Dominion Securities in Leaside, Ont., has consistently combined the two in his practice that empowers people, simplifi
NATALIE NOBLE
Jan 5
AHMAD BAKHSHAI, CFA®, CFP®, TEP, FEA, CLU, FCSI®, and FP Canada™ Fellow; Associate Vice-President, Advanced Wealth Planning, Wellington-Altus, Toronto, ON.
AHMAD BAKHSHAI “The combined whole is so much greater than the sum of the parts.” Driven by his desire to leave a meaningful and enduring legacy, Ahmad Bakhshai , CFA®, CFP®, TEP, FEA, CLU, FCSI®, and FP Canada™ Fellow; Associate Vice- President of Advanced Wealth Planning at Wellington-Altus , has built a career focused on helping others thrive over the long term. Peter F. Drucker, the “Father of Modern Management,” wrote, “Efficiency is doing things right; effectiv
NATALIE NOBLE
Jan 5
HAL SIMONSON, CFP®, RIAC, MFA-P, Executive Financial Consultant, Simonson Team Private Wealth Management, Sherwood Park, AB
HAL SIMONSON "Everybody knows about the Gates Foundation, the Rockefeller Foundation, but those are all billionaires. Individuals like you and I can do this work, too. The feedback from my clients has been consistent: ‘I didn't know this was possible until you told me h ow." Hal Simonson remembers his grandfather as a brave man who landed on the beaches of Normandy on D-Day. Though he passed away when Hal was young, the idea of living a life of service was embedded in Hal’s
CARMEN MORGAN
Jan 5
JASMINE DAYA, Lawyer & Founder, Jasmine Daya & Co., Toronto, ON, Co-founder Geraci LLP, USA
JASMINE DAYA " I know everyone says this, but the only constant in life is change. We can either embrace change or suffer emotionally, psychologically, and financially. I find my own peace in moving on and making leomonade" As a child, Jasmine Daya pictured herself as a Wall Street banker. Today, as a successful Toronto Personal Injury Lawyer and serial entrepreneur, she has dabbled in everything from commercial real estate to nightclub ownership, and her journey reads lik
CARMEN MORGAN
Jan 4
KIM BEATON, CIM®, RIAC, Wealth Advisor, Portfolio Manager, Scotia Wealth Management, Saint John, New Brunswick
KIM BEATON "When a client finally takes that dream vacation or a widow gains the confidence to manage her own finances or a young professional starts building wealth with intention, these are the moments that are truly rewarding." Kim Beaton remembers the moment she realized wealth management would be much different than her career in economics. “I had a client experiencing personal crises and crying in my office,” says Kim. “It didn’t take long to learn that the numbers and
CARMEN MORGAN
Jan 2
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
Dec 17, 2025
TRIXIE ROWEIN, Financial Advisor & Senior Portfolio Manager, Raymond James, Edmonton, AB
TRIXIE ROWEIN "I genuinely believe that a multi-generational team brings greater value—not just for us as Financial Advisors, but for our clients as well. It shows them that across generations, there’s a strong, capable team ready to support them and their families through every stage of life." A painting of a vibrant owl is center of attention in Trixie Rowein’s downtown Edmonton office. The feathers appear almost backlit, its face an image of surety. "I had a young woman
CARMEN MORGAN
Dec 15, 2025
