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 Manager at Millicent...

KELLY LINDSEY “There’s nothing more fun than making money grow.” Community trust isn’t established overnight. It’s earned, year over year, conversation by conversation. For Kelly Lindsey, CIM®, CFP®, FCSI®, FMA , that trust is reflected with pride on display in her office: five Best Financial Advisor awards from the Best of Penticton Awards , each representing a community vote of confidence she’s built over her 25-year career. “I’ve been nominated for...

CYNDY MORIN & TEAM “Got a Quick Legal Question? AskJAQQ, our innovative online...