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.

February 20, 2013

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.

  • February 20, 2013 October 12, 2019
  • 10:21

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.

  • February 19, 2013 October 12, 2019
  • 14:55

Giving like Santa all year round

In segment one of a three-part series Giving Back -- about advisors who are donating considerable time to charitable activities -- Konrad Kopacz, director of business development and investment advisor with Queensbury Securities, tells the heart-warming story about the people who work year round to make wishes come true for children in need. Kopacz spoke with Paula Virany, multimedia editor and video producer for Investment Executive at the TMX Broadcast centre in Toronto.

  • February 15, 2013 October 12, 2019
  • 00:00

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

  • February 15, 2013 November 6, 2019
  • 00:00

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

  • February 15, 2013 November 6, 2019
  • 00:00

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.

  • February 15, 2013 November 6, 2019
  • 00:00

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

  • February 15, 2013 November 6, 2019
  • 00:00

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

  • February 15, 2013 November 6, 2019
  • 00:00

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

  • February 15, 2013 November 6, 2019
  • 00:00

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

  • February 15, 2013 November 6, 2019
  • 00:00