Advisor profiles – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 11 Mar 2024 12:29:12 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Advisor profiles – Investment Executive https://www.investmentexecutive.com 32 32 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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]]> Award-winning advisor takes a “family model” approach https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/award-winning-advisor-takes-a-family-model-approach/ Mon, 12 Dec 2022 05:15:00 +0000 https://www.investmentexecutive.com/?p=456903 Cindy Boury didn't like the way her financial advisor spoke to her 25 years ago. Now she runs her own branch.

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]]> Knowledge Bureau names 2022 Distinguished New Advisor https://www.investmentexecutive.com/news/industry-news/knowledge-bureau-names-2022-distinguished-new-advisor/ Tue, 18 Oct 2022 18:25:38 +0000 https://www.investmentexecutive.com/?p=453700 The credentialing body bestowed the honour during its 19th annual conference

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]]> Taking clients beyond the numbers https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/taking-clients-beyond-the-numbers/ Tue, 11 Oct 2022 04:05:00 +0000 https://www.investmentexecutive.com/?p=452817 Natasha Knox uses her training in financial therapy to help clients become aware of their attitudes toward money

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]]> Leading by example https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/leading-by-example/ Tue, 19 Apr 2022 04:11:00 +0000 https://www.investmentexecutive.com/?p=442467 Branch manager Shelly Lairar takes good care of her colleagues, her clients and her community

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]]> Planting seeds for success https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/planting-seeds-for-success/ Mon, 14 Jun 2021 04:03:00 +0000 https://www.investmentexecutive.com/?p=423108 Peter Simons brings a passion for teaching to CPN Financial Services, a business his father established

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