Marc Lamontagne, a true believer in the fee-based model for financial advisors, is committed to helping other advisors make the transition. “The only fees we earn,” he says, “are those we charge the client”
Financial planner Paul Sawtell serves his clients in Queensland from his home in northern Alberta
Manulife Securities sponsors climb for charity
Helping seniors and their families navigate the challenges of later-life transitions has remained a passion of Bev Evans since she entered the financial services industry 23 years ago.“I think my practice is a natural evolution of my holistic approach,” says Evans, an investment advisor with Richardson GMP Ltd. in Mississauga, Ont. “I have always seen […]
James Sheldon provides service for clients with interests in the U.S. and Canada
Denzil Feinberg draws his clients from across the country
Betty-Anne Howard
Betty-Anne Howard has built a solid base of clients who share her values