Advisor profiles | Investment Executive https://www.investmentexecutive.com/tag/advisor-profiles/ Canada's news source for financial professionals Thu, 05 Jun 2025 18:15:55 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Advisor profiles | Investment Executive https://www.investmentexecutive.com/tag/advisor-profiles/ 32 32 Advisors were ready for 2025 market volatility https://www.investmentexecutive.com/newspaper_/brokerage-report-card/advisors-were-ready-for-2025-market-volatility/ Thu, 05 Jun 2025 12:59:00 +0000 https://www.investmentexecutive.com/?p=511337 The average brokerage advisor grew their book, added clients and earned more in 2024

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]]> Firms shortchanged cash sweep clients: SEC https://www.investmentexecutive.com/news/from-the-regulators/firms-shortchanged-cash-sweep-clients-sec/ Fri, 17 Jan 2025 21:22:24 +0000 https://www.investmentexecutive.com/?p=500436 Advisory clients only offered low-paying sweep accounts, regulator alleged

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]]> Edward Jones opens multi-advisor branches in Maritimes https://www.investmentexecutive.com/news/industry-news/edward-jones-opens-multi-advisor-branches-in-maritimes/ Wed, 04 Dec 2024 22:17:45 +0000 https://www.investmentexecutive.com/?p=497960 Latest office launch in Halifax follows Frederiction launch earlier this autumn

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]]> Former executive shares ‘the wealthy life’ with clients https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/former-executive-shares-the-wealthy-life-with-clients/ Mon, 11 Nov 2024 05:10:00 +0000 https://www.investmentexecutive.com/?p=495944 Over a 30-year career, Sybil Verch sees opportunities where others see obstacles

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]]> From the farm to finances, portfolio manager cuts a path on her own terms https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/from-the-farm-to-finances-portfolio-manager-cuts-a-path-on-her-own-terms/ Fri, 13 Sep 2024 04:08:00 +0000 https://www.investmentexecutive.com/?p=492355 For a young Penny Stayropoulos, financial planning was a beacon amid crisis

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]]> New COO tackles ambitious goals https://www.investmentexecutive.com/newspaper_/news-newspaper/new-coo-tackles-ambitious-goals/ Mon, 11 Mar 2024 04:07:00 +0000 https://www.investmentexecutive.com/?p=481453 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

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]]> Going the distance as a high-net-worth advisor https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/going-the-distance-as-a-high-net-worth-advisor/ Mon, 12 Feb 2024 05:09:00 +0000 https://www.investmentexecutive.com/?p=479829 Glen Rattray has guided clients through many bear markets and crises since joining the investment industry in 1985

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]]> Adding structure to the ETF business https://www.investmentexecutive.com/newspaper_/news-newspaper/adding-structure-to-the-etf-business/ Mon, 11 Dec 2023 05:13:00 +0000 https://www.investmentexecutive.com/?p=476589 Newsmaker: After more than two decades trading derivatives, Sara Petrcich is BMO GAM’s head of ETFs and structured solutions

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]]> Ottawa advisor values independence https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/ottawa-advisor-values-independence/ Mon, 16 Oct 2023 04:27:00 +0000 https://www.investmentexecutive.com/?p=472819 A passion for sports helped kick-start Ayana Forward’s business career. Today, she runs an independent fee-only practice

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]]> A ringside seat to Winnipeg’s business community https://www.investmentexecutive.com/newspaper_/news-newspaper/a-ringside-seat-to-winnipegs-business-community/ Mon, 08 May 2023 04:04:00 +0000 https://www.investmentexecutive.com/?p=464688 A conversation with a stockbroker sparked Brandt Butt’s initial interest in finance

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