Investment Executive takes a look back at 12 financial advisors and how they help their clients.
November 26, 2015
Investment Executive takes a look back at 12 financial advisors and how they help their clients.
November 26, 2015Ryan Colwell, an advisor in Georgetown, Ont., thought he was headed for a career in the arts when he took a job at a financial advisory practice out of necessity. Now, he serves a roster of clients and specializes in SRI funds
Ron Harvey has developed a sensitivity toward the financial concerns of his elderly clients. He regards his role as one of reassurance. "I become their 'Linus' blanket," he says. "My job is to keep them comfortable"
Even before Albert Ashley became a financial advisor, he was acutely aware of the importance of pensions. And this advisor with Mennonite Savings and Credit Union soon will put his own retirement plan to the test
Coreen Sol offers discretionary portfolio management to her roster of middle-market clients. Running a quartet of managed portfolios enables Sol to serve a large book of business without imposing investment minimums
When Peter Letkeman, formerly a professor of chemistry at Brandon University, lost his sight, he remained positive. He took steps to become a financial advisor and turned former colleagues into clients
Andrew Pyle uses ETFs to achieve flexibility and transparency for clients' portfolios
Marilyn deRooy-Pearson works with financial advisors and their business-owner clients to help them through the tax, succession, estate and financial planning challenges that are unique to that market
Glen Rankin believes in client contact, honesty and hard work. Since he began selling insurance at the age of 19, Rankin has known the value of continuing education for himself - and the importance of educating his clients about markets
Longtime financial advisor Denis Beaulieu says that helping retired clients includes persuading them to spend as well as save. Dealing with cognitive decline among some clients also is a growing issue, he says
Nathan Kupusa has built a firm dedicated to guiding seniors through their financial decisions and other aspects of their lives. Solutions for Aging provides advanced wealth planning as well as a range of lifestyle planning services
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
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