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"
Andrew Johns has been an entrepreneur since he started his lawn-mowing company at age 10. Today, his team boasts $2 billion in AUM and an impressive list of private and institutional clients. He still comes up with business ideas
Justin McDonough has built his Halifax-based business in small increments and with a long-term focus. The financial advisory firm he co-founded in 2001 now has $150 million in assets under management and a diverse client base
Fred Ryall, once a promising football player, has built a solid insurance practice that specializes in helping families who have children with special needs. Ryall’s efforts led to him receiving the Queen Elizabeth II Diamond Jubilee Medal in 2012
Pat O'Connor spends a lot of time listening to what his high net-worth clients have to say before he makes recommendations for them. He charges a fee for financial plans based on hours, not assets, and says client response is positive
When Diane Dupuis first entered the insurance business as a financial advisor with Sun Life Financial (Canada) Inc. 35 years ago, she was the only female among approximately 35 advisors in the firm’s Vancouver office. That year, and with less support than her male counterparts – including being denied the base salary that the other […]
Advisor Diane Giesbrecht says that clients in law enforcement require a specialized approach to financial advice, one that involves your willingness to answer a lot of questions and which allows the client to dominate the initial interview
Jeanette Brox is serious about helping her clients reach their financial goals, with an emphasis on female clients and family issues. But on evenings and weekends, Brox's standup comedienne alter ego has them rolling in the aisles
A 23-year career that has taken Yves Giroux as far afield as Edinburgh and Paris has given him a unique perspective on the financial advisory sector, at both the local and the global level