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
EVAN RIDDELL, BSc, CFP® , RRC; Wealth & Investment Advisor, Riddell Wealth Management, Richardson Wealth, Victoria, BC
EVAN RIDDELL “There’s nothing more gratifying than showing a client that the life they dream of isn’t just possible—it’s already within reach.” Helping Clients Achieve Their "Aha" Moment For Evan Riddell, Wealth and Investment Advisor at Riddell Wealth Management , there is no greater reward than helping clients realize that the future they envision is not just possible—it’s already within reach. "Many of my clients com
CARMEN MORGAN
Jan 14
MATTHEW STEWART, MBA, CIM®, Senior Wealth Advisor, Portfolio Manager, Scotia Wealth Management, Toronto, Ontario
MATTHEW STEWART “Canada is a safe, secure, trustworthy place to invest money. Our number one export should be financial services.” Matthew Stewart’s road to Canada’s financial sector was not a typical one. The Senior Wealth Advisor at Scotia Wealth Management couldn’t know that the year he would spend in Caracas, Venezuela, after graduating high school, would change his life and set the foundation for his career in finance. “When the
CARMEN MORGAN
Jan 14
DREW MCINTOSH, CIM®, Portfolio Manager & Investment Advisor, MSB Wealth Advisory Group, BMO Nesbitt Burns, Calgary, Alberta
DREW MCINTOSH "We built a system that allows us to deliver exceptional service without losing the human connection that matters most." Talent may be in the blood , but it’s not always necessary to take the same path as those who came before to meet and exceed goals and dreams. “I’m proud to honor my father’s legacy in this industry while taking a modern approach,” says Drew McIntosh, CIM® , Portfolio Manager, and Investment Advisor at MSB Wealth Advisory Group, BMO Nesbitt
NATALIE NOBLE
Jan 12
Cory Almquist, Mark England & Jason Bearchell, Senior Portfolio Managers and Senior Investment Advisors, TD Wealth Private Investment Advice, Edmonton, AB
Cory Almquist, Mark England, and Jason Bearchell " All things in balance" For Cory Almquist, Mark England & Jason Bearchell , Portfolio Managers at TD Wealth Management , a strong financial future, a good business, and a great life, all rely on balance. A good financial plan, for example, relies on a deep understanding of a client’s needs and goals, as well as a comprehensive examination of their current financial reality. Do t
GARY MILAKOVIC
Jan 9
PAUL VORSTADT, CFP®, CIM®, Portfolio Manager, Assante Capital Management Ltd., Greater Toronto Area
PAUL VORSTADT “In Search of a Better Way” Paul Vorstadt is a man on a mission. Since the day he began his career as a Financial Advisor – nearly three decades ago – Paul has made it his purpose to seek better ways to guide his clients towards their financial goals. While innovation is not usually a term associated with the service side of the financial industry, it’s something Paul embraces. Adapting his approach to address ne
JANICE TUFF
Jan 8
