This Partner Report from Financial Horizons Group recognizes individuals who have distinguished themselves both through their success and their service to their clients and their communities. Financial Horizons Group is committed to independent advisors and their communities across the country.
November 4, 2019Sylvain Lemieux is from Montreal, Quebec, and is achieving a gold standard in client service.
Susan Creasy is from Kingston, Ontario, and helping secure the financial future of a community.
Jeff Moffat is from Kelowna, British Columbia, and family resilience shaped his commitment to his clients.
As an independent dealer, Designed Wealth Management works across Canada with mutual fund advisors, full securities advisors and wealth portfolio managers.
Skyline Wealth Management Inc. (“Skyline Wealth Management”) connects portfolio managers and institutional investors to several private alternative investments operating in the Canadian real estate and…
This Partner Report from BMO Global Asset Management examines an age-old problem for clients: balancing income needs against volatility. Our solution is the BMO Strategic…
Financial advisors work to empower their clients — but they now have a model to be more financially empowered themselves. A new compensation structure from…
