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
CURTIS DUDLEY, CFP®, FCSI®, B.Admin., Financial Consultant, Dudley & Halik- IG Wealth Management Mutual Fund Division, Thunder Bay, Ontario
CURTIS DUDLEY "Planning for intergenerational success by understanding what matters to families." Curtis Dudley, CFP®, FCSI®, and Financial Consultant with Dudley & Halik of IG Wealth Management’s Mutual Fund Division, has created an ideal balance that defines his practice. As he applies his technical wealth management and estate planning expertise to grow and protect client assets, he also makes time to appreciate the results of that work in person. “Over the last 23 years,
NATALIE NOBLE
Jun 1
DANY GUILLEMETTE, CIM®, Investment Advisor, CIBC Wood Gundy, Québec, QC
DANY GUILLEMETTE Matching words with action Dany Guillemette, CIM®, Investment Advisor, CIBC Wood Gundy, has been in the financial services industry for nearly 30 years, and in that time has learned a lot about finance and people. He’s passionate about expanding financial literacy and focused on superior client service. When you meet Dany, the first thing you’re struck by is what a skilled communicator he is. It’s effortless; and t
GARY MILAKOVIC
May 29
HELENE ATA, CFP®, RRC®, MFA-P™, QAFP®, Financial Planner, Division Manager and Executive Financial Consultant, IG Wealth Management Inc., Mutual Fund Division, Toronto, ON.
HELENE ATA “We’re fully invested in doing the right thing for clients. Their success is our success.” For Helene Ata, CFP®, RRC®, MFA-P™, QAFP®, juggling isn’t a side effect of her 20- year career success. It’s the job itself. As a Financial Planner, Division Manager, and Executive Financial Consultant with IG Wealth Management (IG), Helene’s days move between client meetings, building financial plans, team check-ins, recruiting strategy, coaching sessions, and continuously g
NATALIE NOBLE
May 28
RUSSELL CHEW, ANTHONY CHOW, and MARLEY SNOW, Senior Investment Advisors, VSI Wealth, TD Wealth Private Investment Advice, Vancouver, BC
Marley Snow, Russell Chew, and Anthony Chow "Helping clients live the life they envision" Russell Chew, Anthony Chow, and Marley Snow, of VSI Wealth Management Group have more than 90 years of combined investment experience. In that near century of work, they’ve seen almost everything: bear markets, bull markets, pandemics, distracting shiny objects that are here one moment, then gone the next, and through it all they’ve never forgotten that
GARY MILAKOVIC
May 26
