Practice Management

A closer look at 12 advisors

Investment Executive takes a look back at 12 financial advisors and how they help their clients.
 

In this Special Feature

  • Bringing the world home to clients

    Financial advisor Daniel Roy, a retirement specialist, uses the knowledge gained from his part-time activities in the Armed Forces and related education to keep an eye on global trends that could affect markets and investing trends

    Building Your Business
  • Doing things right for 50 years

    Bob Vandewater, an investment advisor with CIBC Wood Gundy in Winnipeg, has spent more than half a century with that firm. His loyalty was inspired by a profound respect for Charles Gundy, the company's president when Vandewater joined

    Building Your Business
  • A practice created for seniors

    Nathan Kupusa has built a firm dedicated to guiding seniors through their financial decisions and other aspects of their lives. Solutions for Aging provides advanced wealth planning as well as a range of lifestyle planning services

    Building Your Business
  • Caring for clients as they age

    Longtime financial advisor Denis Beaulieu says that helping retired clients includes persuading them to spend as well as save. Dealing with cognitive decline among some clients also is a growing issue, he says

    Building Your Business
  • Keep in touch and keep it real

    Glen Rankin believes in client contact, honesty and hard work. Since he began selling insurance at the age of 19, Rankin has known the value of continuing education for himself - and the importance of educating his clients about markets

    Building Your Business
  • Advising the advisors

    Marilyn deRooy-Pearson works with financial advisors and their business-owner clients to help them through the tax, succession, estate and financial planning challenges that are unique to that market

    Building Your Business
  • ETFs and the fee-based advisor

    Andrew Pyle uses ETFs to achieve flexibility and transparency for clients' portfolios

    ETF Guide 2015
  • Keeping on the sunny side of life

    When Peter Letkeman, formerly a professor of chemistry at Brandon University, lost his sight, he remained positive. He took steps to become a financial advisor and turned former colleagues into clients

    Building Your Business
  • Discipline of a dancer

    Coreen Sol offers discretionary portfolio management to her roster of middle-market clients. Running a quartet of managed portfolios enables Sol to serve a large book of business without imposing investment minimums

    Building Your Business
  • A focus on pensions

    Even before Albert Ashley became a financial advisor, he was acutely aware of the importance of pensions. And this advisor with Mennonite Savings and Credit Union soon will put his own retirement plan to the test

    Building Your Business
  • Helping older, vulnerable clients

    Ron Harvey has developed a sensitivity toward the financial concerns of his elderly clients. He regards his role as one of reassurance. "I become their 'Linus' blanket," he says. "My job is to keep them comfortable"

    Building Your Business
  • Socially responsible advisor

    Ryan Colwell, an advisor in Georgetown, Ont., thought he was headed for a career in the arts when he took a job at a financial advisory practice out of necessity. Now, he serves a roster of clients and specializes in SRI funds

    Building Your Business