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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

Glen Rattray has guided clients through many bear markets and crises since joining the investment industry in 1985

Portrait of Sara Petrcich, BMO

Newsmaker: After more than two decades trading derivatives, Sara Petrcich is BMO GAM’s head of ETFs and structured solutions

Ayana Forward

A passion for sports helped kick-start Ayana Forward’s business career. Today, she runs an independent fee-only practice

Brandt Butt

A conversation with a stockbroker sparked Brandt Butt’s initial interest in finance

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