Keyword: Advisor profiles

170 results found
Lisa Elle

Lisa Elle's goal is to address the unmet needs of today's women by making finances "a little more fun"

Nadine Allen

Nadine Allen uses financial expertise, empathy and community support to foster client relationships

Cultivating agricultural clients

Financial advisor Raymond Riel draws upon his childhood experiences to provide tailored advice to farmers in the Prairies

Sterling Rempel

After more than 30 years as an advisor, Sterling Rempel anticipates growth in his Calgary practice

The role of his life

Kevin Cork was pursuing a career as an actor when he was "bitten by the financial planning bug"

Chris Ferris, IE May 2019 issue

Chris Ferris' commitment to education and financial planning helped him score top marks in the latest Canadawide CFP examination

A varied, international education gives Ahilan Balachandran a unique perspective on financial services

Overhead view of young business men shaking hands

Alim Dhanji worked with a mentor for 12 years before branching out on his own. Now, he runs a successful financial planning practice with a unique client niche: Physiotherapists

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