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.” When Brittney was...

BRENDA RUMBLE “Clients ask ‘when is the best time to start estate planning?’ I tell them, ‘when you start saving.’” After the family and funeral home phone calls, they call Brenda. It is a role that few financial Advisors seek out and fewer still are built for. But Brenda Rumble, Senior Wealth Advisor at IG Wealth Management, has become the person her clients' families reach for in the hours after loss...

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 anxiety isn’t...