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Advisors giving back

In this Building Your Business special feature, we look at financial advisors who donate significant time and expertise to improve the lives of those who are less fortunate. From support for Haiti to community outreach at home and medical research, these advisors shine at making time and money work harder. From the Mid-February 2013 issue of Investment Executive.

In this Special Feature

  • Giving like Santa all year round

    Konrad Kopacz, director of business development and investment advisor with Queensbury Securities in Toronto, talks about the people who work year round to make wishes come true for children in need. He spoke with Paula Virany, multimedia editor and video producer for Investment Executive, at the TMX Broadcast Centre in Toronto.

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  • Climbing every mountain for Sick Kids

    Brian Culbert, investment advisor and first vice president at CIBC Wood Gundy, speaks about his charitable work that has raised about $250,000 for Sick Kids hospital. Culbert talks about running the 168-kilometre North Face Ultra-Trail du Mont-Blanc race. He spoke with Jade Hemeon, senior reporter, Investment Executive, at the TMX Broadcast Centre in Toronto.

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  • Going the distance for kids

    Glen Way, senior wealth advisor with ScotiaMcLeod in Brampton, Ont., explains the impact one person can make with mentoring and cycling across Canada to help kids with cancer. He spoke with Rudy Mezzetta, reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.

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  • Help where it’s needed

    Advisor John Gowans and his wife, Carol, have been visiting Haiti annually since the devastating 2010 earthquake. "You get more out of it than you are giving," he says

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  • Feeding bodies and minds

    Jeffrey Brumer, an advisor in Montreal, decided many years ago that it was important to share the warmth of personal interaction with young people. Brumer donates time and raises funds for a cause that helps children to succeed

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  • Making time for fun

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  • Support the arts, support the place

    With the launch of Live@99, Will Prinzen, a financial advisor in Ingersoll, Ont., is helping musicians who struggle to live by their craft. Prinzen also gives back in many other ways. "Now is not the time to be stingy," he says

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  • Running as if lives depend on it

    Brian Culbert, an advisor with CIBC Wood Gundy, has raised hundreds of thousands of dollars for children's health around the world. The money helps to train nurses in Africa, a key factor in preventing child deaths

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  • A “Great One” on his own terms

    Jim Mignault, an advisor with Investors Group, turned the early loss of his cousin to diabetes into a spark that ignited a lifelong desire to make a difference. Last year, Mignault won an award for his community service

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  • Furry friends

    Charity starts at home for Andrea Kladar, who developed a love of animals while growing up on a farm

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  • Helping Santa make it to needy families

    Advisor Konrad Kopacz is the director of marketing for a Toronto-based charity that helps children in shelters. He spends several hours a week looking for sponsors and planning the annual event that helps 1,400 families every year.

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  • Riding across Canada for ALS

    Hal Spelliscy, a portfolio manager with Raymond James in Kelowna, B.C., has been volunteering and raising money for causes related to ALS for 23 years, ever since his sister, Anne, was diagnosed with the debilitating disease

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  • Always raising the bar

    Paul Williamson is known as "Mr. Double-up" because of his knack for doubling fundraising goals. Last autumn, he won the Queen Elizabeth II Diamond Jubilee Medal

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  • Volunteering as a way of life

    ScotiaMcLeod's Glen Way has managed to combine his love of sports with the sustained commitment to helping children in need. "It's an excuse for me to be a kid," says the 36-year-old father of two

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  • Hope for the challenged

    Advisor Debbie Mealia has come up with an innovative way for mentally and physically disabled adults in the Vancouver area to support themselves

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  • A trunk full of turkeys

    Jonathan Lewis, a financial advisor with Eastport Financial in Halifax, says that life events have helped him appreciate how difficult lack of resources can be for some families. An annual turkey drive is only one of the ways he lends a hand

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