Advisor profiles – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Wed, 19 Oct 2022 13:29:02 +0000 en-US hourly 1 https://wordpress.org/?v=6.1.1 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Advisor profiles – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 Knowledge Bureau names 2022 Distinguished New Advisor https://uat-phoenix.investmentexecutive.com/news/industry-news/knowledge-bureau-names-2022-distinguished-new-advisor/ Tue, 18 Oct 2022 18:25:38 +0000 https://www.investmentexecutive.com/?p=453700 The credentialing body bestowed the honour during its 19th annual conference

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]]> Taking clients beyond the numbers https://uat-phoenix.investmentexecutive.com/newspaper_/building-your-business-newspaper/taking-clients-beyond-the-numbers/ Tue, 11 Oct 2022 04:05:00 +0000 https://www.investmentexecutive.com/?p=452817 Natasha Knox uses her training in financial therapy to help clients become aware of their attitudes toward money

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]]> Leading by example https://uat-phoenix.investmentexecutive.com/newspaper_/building-your-business-newspaper/leading-by-example/ Tue, 19 Apr 2022 04:11:00 +0000 https://www.investmentexecutive.com/?p=442467 Branch manager Shelly Lairar takes good care of her colleagues, her clients and her community

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]]> Planting seeds for success https://uat-phoenix.investmentexecutive.com/newspaper_/building-your-business-newspaper/planting-seeds-for-success/ Mon, 14 Jun 2021 04:03:00 +0000 https://www.investmentexecutive.com/?p=423108 Peter Simons brings a passion for teaching to CPN Financial Services, a business his father established

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]]> A lasting impression https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/a-lasting-impression/ Mon, 22 Mar 2021 04:09:00 +0000 https://www.investmentexecutive.com/?p=417956 After a chance meeting with the firm’s founder 20 years ago, Janine Guenther is now at the helm of Dixon Mitchell Investment Counsel

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]]> Generosity reaps rewards https://uat-phoenix.investmentexecutive.com/newspaper_/building-your-business-newspaper/generosity-reaps-rewards/ Mon, 22 Feb 2021 05:11:00 +0000 https://www.investmentexecutive.com/?p=416031 Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity

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]]> Speaking from experience https://uat-phoenix.investmentexecutive.com/newspaper_/building-your-business-newspaper/speaking-from-experience/ Mon, 23 Nov 2020 05:07:00 +0000 https://www.investmentexecutive.com/?p=410912 Nizar Esmail has lived through market swings and helps his clients find opportunities during times of turmoil

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]]> With CFL season in doubt, star linebacker focuses on financial advice https://uat-phoenix.investmentexecutive.com/news/industry-news/with-cfl-season-in-doubt-star-linebacker-focuses-on-financial-advice/ Thu, 14 May 2020 19:41:55 +0000 https://www.investmentexecutive.com/?p=400525 Adam Bighill has been building a book of business “from the ground up” at Wellington-Altus

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]]> The right attitude https://uat-phoenix.investmentexecutive.com/newspaper_/building-your-business-newspaper/the-right-attitude/ Fri, 01 May 2020 04:04:00 +0000 https://www.investmentexecutive.com/?p=399610 Shaun Darchiville has spent his entire adult life in the investment industry. He is driven by a commitment to ethics and a love of music

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]]> A focus on women https://uat-phoenix.investmentexecutive.com/newspaper_/building-your-business-newspaper/a-focus-on-women/ Thu, 02 Apr 2020 04:04:00 +0000 https://www.investmentexecutive.com/?p=397972 Lisa Elle's goal is to address the unmet needs of today's women by making finances "a little more fun"

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