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 2
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
BRAD MCLELLAN, CFP®, Executive Financial Consultant at IG Private Wealth Management, Newmarket, Ontario
BRAD MCLELLAN “We take a hearts-first approach” When wealth management professionals pour their heart into client work, it’s only natural they wonder at times how the client feels about the experience they’re providing. For Brad McLellan, CERTIFIED FINANCIAL PLANNER® professional (CFP®), and Executive Financial Consultant with IG Private Wealth Management (IG), clear signs of client gratification came when he transitioned his business
NATALIE NOBLE
Jul 30
Kathryn Glowa, Investment Advisor, BMO Nesbitt Burns, The Usyk Glowa Group of BMO Nesbitt Burns, Edmonton, Alberta
Kathryn Glowa “Simplifying investing complexity and applying strategies that powerfully grow your wealth.” In a profession defined by future planning, Kathryn Glowa, Investment Advisor with The Usyk Glowa Group of BMO Nesbitt Burns, takes a moment to look back and appreciate nearly two decades of rewarding work. “This is my 15th year with BMO Nesbitt Burns, and my 19th in the industry,” she says. “I think, how did I get here? This industry is so fast paced, you’re always foc
NATALIE NOBLE
Jul 28
Keith McConkey, CFP®, Financial Advisor, CFP, Investia Financial Services, President, NXS Financial Strategies, Welland, Ontario
Keith McConkey "My goal in life has been to try to be a little bit better tomorrow than I was today. It’s not really about competition but about trying to be the best I can be.” Before Keith McConkey was building investment portfolios, he was calling balls and strikes at the highest levels of his sport. For most of his twenties, he worked as a professional baseball umpire, grinding through the minor leagues with his sights set on the majors. When he was released in the fall o
CARMEN MORGAN
Jul 28
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
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
