Trevor Van Nest, formerly a financial services marketing executive, has found his niche as a fee-only financial planner. He strives to remove the emotional baggage from finances for his clients and to use compassion
How can you prove yourself as a credible, trustworthy professional to older clients and employers?
Darrin Shannon is not about to rest on his laurels as a former NHL player. He'd rather be known as a financial advisor who puts his clients first and maps out ways to help them reach their goals
Sandi Martin offers fee-only planning services to a far-flung base of clients from the comfort of her home in Ontario's picturesque cottage country
Darryl Robinson specializes in helping clients make the shift into retirement by addressing both their financial needs and their emotional anxieties
Dividing her time between Vancouver and Toronto, Darcie Crowe specializes in providing financial advice to women who are experiencing profound changes in their lives
Debbie Hartzman, an advisor with Professional Investments Inc. in Kingston, Ont., has a diverse business background. Since entering the financial advisory business 22 years ago, she has seen her role as being "quarterback for the client"
By cultivating relationships with accountants, Nicholas Hounsell has learned that building a business means networking - and much more. Planning and client communication are core strengths of his practice
Serving the financial needs of health-care professionals, such as doctors, dentists and pharmacists, takes specialized knowledge and a well-crafted marketing strategy
A family tragedy inspired Colleen O'Connell-Campbell to become an advocate for mental health and to encourage her clients to be honest about their own personal struggles