Newsmaker: With Dave Kelly as chief operating officer, Richardson Wealth aims to reach $100 billion in AUA and 50% women advisors over the next few years
Glen Rattray has guided clients through many bear markets and crises since joining the investment industry in 1985
Newsmaker: After more than two decades trading derivatives, Sara Petrcich is BMO GAM’s head of ETFs and structured solutions
A passion for sports helped kick-start Ayana Forward’s business career. Today, she runs an independent fee-only practice
A conversation with a stockbroker sparked Brandt Butt’s initial interest in finance
Cindy Boury didn't like the way her financial advisor spoke to her 25 years ago. Now she runs her own branch.
The credentialing body bestowed the honour during its 19th annual conference
Natasha Knox uses her training in financial therapy to help clients become aware of their attitudes toward money
Branch manager Shelly Lairar takes good care of her colleagues, her clients and her community
Peter Simons brings a passion for teaching to CPN Financial Services, a business his father established