Two DundeeWealth advisors in Ancaster, Ont., have teamed up to provide both planning and investment advice to middle-aged, middle-income working families
The advisory team of Butler Philbrick and Associates was looking for the right match; Macquarie had the qualities that mattered
Rodrigo Gordillo, an advisor with Macquarie Private Wealth Inc., describes how he built $45-million in AUM in his first three years as an advisor - with lawyers as a niche market. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
John McCallum spends many hours as director of business development for Freedom 55 Financial in Vancouver teaching and mentoring those who are beginning their careers as financial planners
Gail Taylor started out with fewer advantages than most. But not only is she a top advisor with CIBC Wood Gundy, she has found a way to integrate her passion for philanthropy into her practice, which is restricted to socially responsible investing
Lori Livingstone, private client portfolio manager with Toronto-based ScotiaMcLeod Inc., says there is one question a client seeking a financial advisor should ask before anything else: “How many clients do you have?”Many advisors, according to Livingstone, have so many clients they are simply unable to devote the necessary time and attention to manage each client’s […]
Advisor Andrew Mayhew’s former life as a firefighter has proven handy when it comes to keeping clients out of incendiary financial zones. Instead, he encourages them to emphasize regular saving and slow and steady growth
Two advisors in Winnipeg have refocused their efforts on clients who are in retirement or on the cusp of it. An important part of the advisors’ strategy is to help provide as many sources of guaranteed income for their clients as possible
Christian Farstad’s years as a world-class bobsledder taught him that courage and discipline are key to success in sports as well as in business. And the high-end resorts that typically host bobsled competitions gave him a taste for the finer things