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Michael Taglieri, an advisor with Assante Capital Management in Burlington, Ont., has a background in art and a penchant for technology. He says both interests enhance his ability to serve his clients

  • By: Leah Golob
  • February 15, 2018 February 16, 2018
  • 00:12

With a background in accounting and the mutual fund business, Prem Malik provides a wide range of services to his clients. He believes in listening to each client's story - and revisiting that story frequently

Halifax advisor Wendy Brookhouse believes the key to financial success for her clients lies in addressing the comprehensive range of issues they face - and that involves looking past the dollars and cents

Petra Remy has been motivated by social responsibility since she was a teenager. Today, she's an investment advisor who specializes in responsible investing and financial planning for high net-worth clients

  • By: Leah Golob
  • October 27, 2017 October 27, 2017
  • 00:50

Kiki Delaney remembers having to sneak into company meetings held in clubs that would admit only men. Now, she is a member of the Order of Canada and is being honoured by the investment industry as an entrepreneur and pioneer

  • By: Leah Golob
  • September 21, 2017 December 18, 2017
  • 23:50

Al Jones used to work on a government farm teaching life skills to kids with big problems. Now, he's a financial advisor who advises clients on financial planning, insurance and investments - and the change in careers is not that big a stretch

When Paul Tyers wanted to establish referral relationships with accounting firms, the regulations said it couldn't be done. So he helped the regulators rewrite the rules. Now Tyers, accountants and their clients benefit

Once a high net-worth advisor, Shannon Lee Simmons set out on her own to provide advice and financial education to an underserved market of younger, less affluent clients

  • By: Leah Golob
  • June 22, 2017 December 18, 2017
  • 23:45

While most advisors spend their careers helping their clients accumulate assets, Ian Moyer focuses on helping older clients convert their retirement savings into income. "A lot of people are taking money out of their plans," he says. "It's a huge market"

Stan Tepner, a former rock music critic, uses his background as an accountant to help him create tax-smart financial plans for his clients