T.E. Wealth’s Valerie Pippy built her career in Toronto but is gradually shifting her business to St. John’s
Vancouver’s Robert Kolenc is raising funds for fighting prostate cancer
”Forward motion cures all,” says Bay Street athlete
Brian Culbert, first vice president with CIBC Wood Gundy Inc., has a multi-pronged strategy for building client confidence in tough times. It combines service, regular communication and total honesty. He shares a base of about 300 clients with business partner Bruce Moore and, with the help of three assistants, the pair are able to offer […]
Wayne Robinson, co-founder and president of W.A. Robinson & Associates Ltd., urges financial advisors and entrepreneurs alike to establish a philosophy that guides their businesses during both good times and bad.“Create principles in your business, and then live by them,” Robinson says. “You really do have to stick close to home.” One of the key […]
Wayne Robinson has created two investment pools
James Moon wants to show other advisors how to avoid making the mistakes that have cost him dearly
Calgary-based advisor prides himself in building deep client relationships
Robin Douglas, senior vice president with Raymond James Ltd. in Vancouver and portfolio manager for its Concierge Investing service, places great importance on client relations.“The real key to portfolio management for my clients is trust,” he says. “Another key is that I really have to understand what clients want, then I have to have solutions […]
A former pilot, Robin Douglas steers a steady course