Vancity investment advisor takes steps in the community, at home and at work to help promote environmental issues
The move to sustainable economies places the focus on producing better living standards and a healthier environment
Serving the needs of the affluent means taking control of the complications of wealth and providing peace of mind
Karen Hall’s client roster includes 20 corporations
Advisor insists financial planning is a profession
Lenore Davis, a financial planner with Dixon Davis & Co. in Victoria and the new president of the Institute of Advanced Financial Planners, is a strong advocate of education.“I talk to a lot of young people coming into the financial services business,” she says, “and the first thing I tell them is to get the […]
Randy Treiber, a certified financial planner and branch manager with Sterling Mutuals Inc. in Lethbridge, Alta., says his office’s art gallery has helped define the branch in the community.“The involvement with the artists has given us a profile,” he says. “It’s a great place for artists to display their work, and we get a phenomenal […]
Advisor Randy Treiber and his team exhibit the works of local artists in their offices. Their gallery encourages visits from clients