Sara Zollo, who began her career as a financial advisor at age 22, says she has learned a great deal from her clients about anticipating life's events. Today, she gets along equally well with retirees and millennials
Peter Merrick has been writing for as long as he has been a financial advisor. The author of four books and hundreds of articles runs a successful independent practice through which he provides advice to affluent business owners
Jennifer Rideout believes in education - for advisors and for her clients' children. She is a great advocate of registered education savings plans
Angela Mercier has a resumé that includes several positions in both the automotive industry and the financial services sector. Her practice offers two distinct services: Mediation for divorcing couples and financial advice
McKenzie Esposito plays an important role in his family's financial advisory firm. As part of the firm's succession plan, he communicates well with the children of business-owner clients
Jackie Porter had to find a way to support herself at an early age. Now, she advises clients on surviving life's setbacks
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
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