BRENDAN MIKKELSON, MBA, CFP®, Investment Advisor & Certified Financial Planner, Acumen Capital Partners, Calgary, Alberta
BRENDAN MIKKELSON “To uncover solutions and see clients light up about something they never thought they could do is pretty cool.” What do a 15-year professional hockey career and Investment Advice have in common? For Brendan Mikkelson, MBA, CFP® , Investment Advisor at Woo Fong Investment Group, Acumen Capital Partners , it’s understanding and strategically adapting to continuous change. “A big success for me in my life is that I was able to pivot from being an athlete to
NATALIE NOBLE
Jan 21
MARK-HENRY CHAU, CIM®, Senior Investment Advisor, Portfolio Manager, TD Wealth Private Investment Advice, in Pointe-Claire, Montreal, Quebec
MARK-HENRY CHAU “Navigating Financial Objectives with Care” Mark-Henry Chau, CIM® brings a caring and genuine approach to wealth management. With a focus on personalized service and transparent communication, Mark aims to build lasting relationships based on trust and integrity, ensuring clients navigate their financial journeys with confidence. “My career began in 2008 when I was working in retail while studying business at Concordia
TAYLOR STRANAGHAN
Jan 15
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
Jan 15
MARK-HENRY CHAU, CIM-MD, Conseiller principal en placement, Gestionnaire de Portefeuille, Conseils de placement privés, Gestion de patrimoine TD, à Pointe-Claire, Montréal, Québec
MARK-HENRY CHAU "Gérer les objectifs financiers avec soin" Mark-Henry Chau, CIM ® adopte une approche authentique et bienveillante pour la gestion de patrimoine. En mettant l’accent sur un service personnalisé et une communication transparente, Mark vise à établir des relations durables fondées sur la confiance et l’intégrité, afin de s’assurer que les clients naviguent en toute confiance dans leur parcours financier. « J’ai entrepris ma c
TAYLOR STRANAGHAN
Jan 15
KEVIN OSER, CIM®, Senior Investment Advisor, iA Private Wealth, Vancouver, BC
KEVIN OSER “We can all feel uncomfortable when markets decline and it can be easy to forget to look back at history. In the short term, markets can, and do, move up and down. But, over time there is little to be concerned about for prudent investors with a long-term perspective.“ Why did a wealth management career appeal to you? I love learning about how the brain works, human emotions and behaviour, so I went to university to study psychology. But after a year, know
CARMEN MORGAN
Jan 15
PHIL BROOMES PFP®, FCSI®, Senior Wealth Advisor, CIBC Wood Gundy, Financial Planning, Investment Strategies, Hamilton, Ontario
PHIL BROOMES "Investing in Your Success: How Phil Broomes Supports Your Financial Journey" For professionals at the top of their game , daily work is never just a job. It’s their passion. That truth is held tightly by Phil Broomes PFP®, FCSI® , Senior Wealth Advisor with CIBC Wood Gundy in Hamilton, Ontario. “I take my role as a Wealth Advisor very seriously,” says Phil. “I am dedicated to looking after clients and their family members for the long term, staying the course
NATALIE NOBLE
Jan 14
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 i
ANNE POTTER
Jan 14
