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Sterling Rempel

After more than 30 years as an advisor, Sterling Rempel anticipates growth in his Calgary practice

The role of his life

Kevin Cork was pursuing a career as an actor when he was "bitten by the financial planning bug"

Chris Ferris, IE May 2019 issue

Chris Ferris' commitment to education and financial planning helped him score top marks in the latest Canadawide CFP examination

A varied, international education gives Ahilan Balachandran a unique perspective on financial services

Overhead view of young business men shaking hands

Alim Dhanji worked with a mentor for 12 years before branching out on his own. Now, he runs a successful financial planning practice with a unique client niche: Physiotherapists

Sara Zollo, Investment Executive November 2018, page 18

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

Investment Executive newspaper, October 2018, page 24, Peter Merrick

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

September 2018, page 24, image of Jennifer Ridedout

Jennifer Rideout believes in education - for advisors and for her clients' children. She is a great advocate of registered education savings plans

Investment Executive July 2018 page 16

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