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Keyword: Advisor profiles

170 results found
Portrait of Cindy Boury

Cindy Boury didn't like the way her financial advisor spoke to her 25 years ago. Now she runs her own branch.

  • By: Leah Golob
  • December 12, 2022 December 15, 2022
  • 00:15
stage curtain

The credentialing body bestowed the honour during its 19th annual conference

  • By: IE Staff
  • October 18, 2022 October 18, 2022
  • 14:25
Portrait of Natasha Knox

Natasha Knox uses her training in financial therapy to help clients become aware of their attitudes toward money

  • By: Leah Golob
  • October 11, 2022 October 19, 2022
  • 00:05
Shelly Lairar

Branch manager Shelly Lairar takes good care of her colleagues, her clients and her community

Peter Simons

Peter Simons brings a passion for teaching to CPN Financial Services, a business his father established

Janine ADAM BLASBERGGuenther

After a chance meeting with the firm’s founder 20 years ago, Janine Guenther is now at the helm of Dixon Mitchell Investment Counsel

Dan Wynnyk

Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity

Nizar Esmail

Nizar Esmail has lived through market swings and helps his clients find opportunities during times of turmoil

Adam Bighill has been building a book of business “from the ground up” at Wellington-Altus

Shaun Darchiville

Shaun Darchiville has spent his entire adult life in the investment industry. He is driven by a commitment to ethics and a love of music