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
CHRIS PAOLINI, Investment Advisor, RBC Dominion Securities, Toronto, Ontario
CHRIS PAOLINI " Thoughtful strategy that creates real results for families." The perception of wealth management professionals as number crunchers fixated on the markets no longer holds up. While the technical expertise required to protect and build client wealth is a given, exceptional Advisors go beyond the numbers to humanize the client experience. “In my practice, the first thing I want to do is take care of you and your family, treating you as
NATALIE NOBLE
Apr 29
Andrew L. Lee, CFP, CLU, President, Certified Financial Planner®, Chartered Life Underwriter®, Investment Representative, Aspire Investments & Insurance, Edmonton, AB
ANDREW LEE “Approachable, reasonable, practical, confident financial advice for Canadians.” CERTIFIED FINANCIAL PLANNER® and CHARTERED LIFE UNDERWRITER® Andrew Lee was introduced to financial services by a relative while growing up in rural Alberta. Andrew was born and raised the small town of Barrhead. He now lives in Edmonton, where he is the President of Aspire Investments and Insurance. He has built his career on being approachable and providing financial advice that is
ANNE POTTER
Apr 8
MATT O’TOOLE, CIM®, Investment Advisor, RBC Dominion Securities, Ottawa, Ontario
MATT O’TOOLE “When people have the right guidance – it’s a game changer.” In a world where information and technology are at our fingertips, people today value a personalized wealth management approach built on trust and financial education. With that in mind, Matt O’Toole, Investment Advisor with RBC Dominion Securities in Ottawa, has built a practice that places thoughtful customization over one-size-fits-all efficiency. “Just because there’s a more efficient w
NATALIE NOBLE
Apr 6
