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
DANIEL MONDOU, CIM, Senior Wealth Advisor, CIBC Wood Gundy in Guelph, Ontario
DANIEL MONDOU "Our conversation always starts with protection before performance. How do we protect what you have spent your life building, while also intending to grow it?" Daniel Mondou was sixteen when he had a first glimpse of his future. Sitting in his high school Introduction to Business class, he recalls already feeling some fluency in the language of stocks, bonds and investing. “I do remember this kind of emotional boost and excitement when it came to my business cla
CARMEN MORGAN
Jun 25
BAM SIDHU, CFP ®, CEO and Founder of Aerie Insurance Solutions in Abbotsford, BC
BAM SIDHU “People don’t plan to fail; they fail to plan” Bam Sidhu (CFP® ), CEO and Founder of Aerie Insurance Solutions in Abbotsford, BC emphasizes the importance of building trust in his client relationships. Believing that “without trust, the relationship will fail,” he prioritizes open communication and genuine connections. Reflecting back to the early days of his career, back in 1988, Bam recalls answering a blind ad in the newspape
TAYLOR STRANAGHAN
Jun 18
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
Jun 12
NAINESH KOTAK, Disability and Personal Injury Lawyer - Kotak Law
NAINESH KOTAK "They’re not listening, they’re misconstruing my words, they’re pestering me, they’re denying my claim" "We hear this a lot from people regarding their disability Insurance companies. We are here to speak on their behalf, and it brings much needed relief to our clients” Since 1994, a disability and personal injury lawyer, Nainesh Kotak, has been representing clients who need their voices heard when it comes to disability insurance. He is a Lexpert-ranked lawy
CARMEN MORGAN
Jun 8
BRITTNEY RAMPERSAD, Financial Advisor, Investia Financial Inc., Toronto, Ontario
BRITTNEY RAMPERSAD “There's no such thing as a dumb question, especially when it comes to your money. You should be asking any question you think of.” "My dad always says, 'Don't be a know-it-all, be a learn-it-all.' I try to apply that to everything in my work and life, says Brittney Rampersad, Financial Advisor with Investia Financial in Toronto, Ontario. “When people over-complicate things, they lose me. When I talk to clients, I keep it simple and keep it relatable.” Whe
CARMEN MORGAN
Jun 2
