Keyword: Advisor profiles

162 results found
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

  • By: Leah Golob
  • October 26, 2018 November 6, 2019
  • 00:04
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

  • By: Leah Golob
  • April 27, 2018 November 6, 2019
  • 00:10

Jackie Porter had to find a way to support herself at an early age. Now, she advises clients on surviving life's setbacks

Michael Taglieri, an advisor with Assante Capital Management in Burlington, Ont., has a background in art and a penchant for technology. He says both interests enhance his ability to serve his clients

  • By: Leah Golob
  • February 15, 2018 November 9, 2019
  • 00:12

With a background in accounting and the mutual fund business, Prem Malik provides a wide range of services to his clients. He believes in listening to each client's story - and revisiting that story frequently

Halifax advisor Wendy Brookhouse believes the key to financial success for her clients lies in addressing the comprehensive range of issues they face - and that involves looking past the dollars and cents

Petra Remy has been motivated by social responsibility since she was a teenager. Today, she's an investment advisor who specializes in responsible investing and financial planning for high net-worth clients

  • By: Leah Golob
  • October 27, 2017 November 9, 2019
  • 00:50