Debbie Hartzman, an advisor with Professional Investments Inc. in Kingston, Ont., has a diverse business background. Since entering the financial advisory business 22 years ago, she has seen her role as being "quarterback for the client"
By cultivating relationships with accountants, Nicholas Hounsell has learned that building a business means networking - and much more. Planning and client communication are core strengths of his practice
Serving the financial needs of health-care professionals, such as doctors, dentists and pharmacists, takes specialized knowledge and a well-crafted marketing strategy
A family tragedy inspired Colleen O'Connell-Campbell to become an advocate for mental health and to encourage her clients to be honest about their own personal struggles
Jeff Hull is driven by a desire to find out what makes an investment tick. Hull, an advisor with Manulife Securities in Mississauga, Ont., also is a member of the civilian arm of NATO for Canada
David Gorveatte has used a steady, methodical approach - with lots of ongoing client contact - to build his financial advisory practice in Fredericton. He recommends keeping close tabs on clients and understanding their needs
Brandon Silbermann helped his firm develop a mobile-friendly digital strategy. But the 25-year-old advisor still believes in the value of meeting clients in person, even if that means driving out to a client's farm
Bernie Geiss bases his approach to financial advice on mindfulness and meditation, and 350 wealthy business and professional families rely upon his insurance-based continuity planning advice
Ryan Colwell, an advisor in Georgetown, Ont., thought he was headed for a career in the arts when he took a job at a financial advisory practice out of necessity. Now, he serves a roster of clients and specializes in SRI funds
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"