Bob Vandewater, an investment advisor with CIBC Wood Gundy in Winnipeg, has spent more than half a century with that firm. His loyalty was inspired by a profound respect for Charles Gundy, the company's president when Vandewater joined
Financial advisor Daniel Roy, a retirement specialist, uses the knowledge gained from his part-time activities in the Armed Forces and related education to keep an eye on global trends that could affect markets and investing trends
Laurie Stephenson is not the corporate type. She left a major national firm almost two decades ago to hang out her own shingle and build a firm focused on serving her clients through an approach to financial planning she calls "smart work"
Mark Hudon uses the lessons he has learned as an Ironman triathlete to help his clients reach their goals. Training for a triathlon and following a financial plan both require preparation, persistence and discipline
Lise Andreana, formerly a designer of formal wear and a sewing-machine merchant, had little difficulty applying her social skills - and her penchant for planning - to the financial advisory business
Harley Lockhart, an independent advisor based in Kelowna, B.C., says his focus is not entirely on money, but is also on improving his clients' quality of life by reducing their financial stress: "We find solutions to their financial concerns"
Greg Thompson first became interested in the investment industry at his grandfather's knee. Now a discretionary portfolio manager, he runs a successful practice in Winnipeg. He is not above cold-calling and learning from his elders
Veteran insurance advisor Lawrence Geller learned a valuable lesson as a rookie in the 1970s. Now, he is an "information junkie" who is more than willing to return the favour by sharing his knowledge with rookies and experienced advisors alike
Starting from scratch in Truro more than 20 years ago, advisor Flora Riyahi has built a booming practice and established herself as an integral member of the community
Former Olympian Michael Smith learned at an early age to embrace the volatility of sports. Today, as a financial advisor to high net-worth individuals, he accepts volatility as a part of life: "There are a lot of ups and downs"