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Keyword: Advisor profiles

180 results found
businessman holding an umbrella and staying dry while it rains

The average brokerage advisor grew their book, added clients and earned more in 2024

Judgment fine

Advisory clients only offered low-paying sweep accounts, regulator alleged

Air raid sirens

Latest office launch in Halifax follows Frederiction launch earlier this autumn

Sybil Verch

Over a 30-year career, Sybil Verch sees opportunities where others see obstacles

Penny Stayropoulos

For a young Penny Stayropoulos, financial planning was a beacon amid crisis

Dave-Kelly

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