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
Joseph Alfie, 28, has been remarkably successful at building a high net-worth practice in less than a decade. He credits persistence, long hours and a high degree of organization
As a child, Michael Silicz helped his father to identify prospects for his financial advisory practice. Now, four university degrees and two lawyer jobs later, Michael is an advisor - once again working with his father
At age 27, Samuel Waxman is building a successful business by focusing on clients within his age group
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