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
RISA FAHY, CIM®, CFP®, Wealth Advisor, Portfolio Manager, The Fahy Group, Scotia Wealth Management, Vancouver B.C.
RISA FAHY “Planning for life’s ups and downs; preparing families for what comes next.” When Risa Fahy, CIM®, CFP®, Wealth Advisor and Portfolio Manager with The Fahy Group of Scotia Wealth Management, talks about her work, she tends to focus less on the term “client” and more on the people behind it – the families and life moments she’s honoured to be part of. “I really enjoy the investment side of my work as a Portfolio Manager, but it’s the planning and being there to
NATALIE NOBLE
Jul 9
Moïse Amselem, F. Pl., Financial Planner, Scotia Financial Planning, Montreal, QC
Moïse Amselem “Together, let’s build something special for your future.” In the ever-changing world of finance, finding the right Financial Planner and Advisor who supports financial well-being and helps clients navigate life’s broader challenges, is a game changer. “Currently, inflation has spiked, the cost of living is up dramatically, interest rates are high, and the housing market has boomed,” says Moïse Amselem, F. Pl., Financial Planner, and Advis
NATALIE NOBLE
Jul 9
SHAWN MILLIGAN, Senior Wealth Advisor of RBC Dominion Securities Inc. The Milligan Private Wealth Management Team, Regina, SK
SHAWN MILLIGAN "Success is a team sport" Shawn Milligan serves as Senior Wealth Advisor with the Milligan Private Wealth Management Team at RBC Dominion Securities. With nearly 40 years of experience, Shawn’s vision has helped clients build stronger financial futures. Even after decades in the industry, his passion for the work hasn’t changed. From the day he graduated university, Shawn knew this was the career he wanted to
GARY MILAKOVIC
Jul 8
DAVID GALLAGHER, CPCA®, Associate Consultant at IG Wealth Management, Ottawa, Ontario
DAVID GALLAGHER “Complexity is where we shine.” After years focused exclusively on protecting clients’ wealth through insurance strategy, David Gallagher, CPCA®, Associate Consultant with IG Wealth Management (IG), now brings that experience to strengthen his team’s holistic wealth management offering. “My mission is to empower people to feel prepared and protected so they can focus on what matters most,” he says. “Our team help
NATALIE NOBLE
Jul 8
KAREN E. SHEA, CIM®, FMA, CIWM, Senior Wealth Advisor & Portfolio Manager, CIBC Wood Gundy, Ottawa, Ontario
KAREN SHEA "Making People a Priority" Since 1997, Karen Shea, Senior Wealth Advisor, Shea Wealth Advisory, CIBC Wood Gundy, has been helping clients manage wealth a little differently: she starts by caring. She asks a lot of questions because she knows that it’s the only way to build a strong and lasting relationship with clients. “You have to understand their story,” Karen said. “You need to know who they are and where they’ve
GARY MILAKOVIC
Jul 1
GURMAN ARORA, RRC®, CFP®, CIM®, TEP, CLU, Senior Financial Planner & Associate Portfolio Manager, MLD Wealth Management of Canaccord Genuity Corp., Calgary, Alberta
GURMAN ARORA "Building the Guide Map: Gurman Arora brings technical depth to top-tier Canadian team" Few Advisors operating in the Canadian wealth management space carry the credential depth Gurman Arora has assembled. Fewer still have put it to work to bolster a team as consistently recognized as MLD Wealth Management of Canaccord Genuity Corp. (MLD). Gurman’s designations span nearly every dimension of complex financial planning: investment management, advanced insurance st
NATALIE NOBLE
Jun 30
