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Advisors giving back 2014

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 creating a concert hall to promoting financial literacy and building schools in Africa, these advisors shine at making time and money work harder. From the Mid-February 2014 issue of Investment Executive.

In this Special Feature

  • Making a better place to play

    Musician and financial advisor Peter Partridge is spearheading the campaign to provide St. Catharines with a state-of-the-art performing arts venue

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  • The world of commerce, for kids

    Thanks to Barry Desrosiers, a Grade 6 class in Calgary gets to learn the ins and outs of starting and running a business and contributing to a worthwhile charity. "It's like teaching a new language," Desrosiers says, "but one I speak every day"

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  • Dartmouth’s home team

    For the past 17 years, Mike and Joan Wild have opened their home - and their hearts - to young Halifax Mooseheads hockey players in need of a place to call home. The arrangement has created enduring bonds

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  • A lift for underprivileged students

    Alfred Chien, an advisor with BMO in Vancouver, oversaw the launch of a free tutoring program for high-school students in one the city's less fortunate districts. He has also created new fundraising activities and a merit award for local volunteers

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  • Volunteering is a family affair

    Investors Group's Aaron Margolis, like his grandfather and his parents before him, has made volunteering an important part of his life. His wife and children often join him in a number of his activities, such as serving meals to the needy

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  • Financial literacy a mission for volunteer

    Getting people of all ages - especially high-school students - to learn about financial matters is a priority for Crystal Wong, who teaches students personal money-management skills and challenges them to apply these concepts in their own lives

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  • Helping people help themselves

    Volunteering in Mufumya, Burundi - and seeing the great need among the people there - gives Mike Deboski, an independent insurance advisor in Edmonton, renewed perspective every time he returns home to Canada

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  • Committed to his community

    Running a successful insurance practice is only one of the activities that drives Mark Halpern. When he's not advising clients on the benefits of charitable giving, he's giving his time to a host of community organizations and charities

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  • Giving Back: Running half-marathons and charitable giving tips

    Mark Halpern, certified financial planner and president of illnessPROTECTION.com, finds time to give back to the community by running half-marathons, designing planned giving programs for charities and teaching advisors how to incorporate charitable giving. He spoke with Megan Harman, reporter with Investment Executive.

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  • The picture of generosity

    Naguib Kerba's passion for photography has led him to become involved in a wide variety of charitable organizations - from Scouts Canada to Gilda's Club. It's always about the charity, he says - not about business

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  • Starting at Square 1

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  • Giving Back: Bringing education to disadvantaged children

    Alan Harman, director, portfolio manager, with ScotiaMcLeod in Toronto, discusses Alma Children’s Education Foundation — a charity he founded to help educate children in poverty-stricken and indigenous communities in South America. He spoke to Fiona Collie, web reporter at Investment Executive at the TMX Broadcast Centre in Toronto.

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  • Charitable efforts on many fronts

    Helping a variety of causes - from the Kidney Foundation and stem cell research to hospitals and children's charities - is part of Gerry Doyle's makeup. Says the Investors Group advisor: "I'm not a one-cause trumpeter"

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  • Taking it to the streets

    Vancouver investment advisor Tim Collins says that sleeping on the pavement for a night helps focus attention on the plight of homeless youth and the many difficulties they face in leaving the streets behind

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