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
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
May 8
SARAH MURPHY (CIM), Senior Wealth Advisor, The Murphy Investment Group, CIBC Wood Gundy in Oakville, Ontario
SARAH MURPHY “I create an environment where clients feel at ease and well cared for” Sarah Murphy (CIM), Senior Wealth Advisor for Murphy Investment Group at CIBC Wood Gundy, has built a career focused on helping clients navigate their financial journeys with empathy and expertise. With an engineering background, she pairs sharp analytical skills with a natural talent for connecting and building strong client relationships. In 2001, shortly after graduating from Univer
TAYLOR STRANAGHAN
Apr 10
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
