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
TYLER GRAHAM and DARREN SCRIMGEOUR, Senior Wealth Advisors, RBC Dominion Securities, Stratford, ON
DARREN SCRIMGEOUR and TYLER GRAHAM "Helping clients navigate their financial future" Just over a year ago, Tyler Graham and Darren Scrimgeour, Senior Wealth Advisors at RBC Dominion Securities, started talking about potentially merging their two successful practices. The pair had known each other for many years, and when Darren’s past business partner started talking about a transition into retirement, things became more serious. Tyler and
GARY MILAKOVIC
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
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
