Wealth Professional Canada Hot List 2014

Wealth Professional Canada Hot List 2014

Wealth Professional Canada Hot List 2014 The who's who of Canadian Wealth Professionals

WP has put its finger on the movers and shakers in this country’s dynamic industry. And as stellar as 2013 was for them, they were merely warming up for this year’s accomplishments

Our inaugural Hot List showcases those industry trailblazers breaking ground, turning heads and making headlines … in a good way! 

Each one making the cut proves that the tumultuous bumps and grinds encountered this fiscal year – market volatility, regulatory burden and soaring client expectations, to name a few – can’t bring him or her down. If anything, they’re more motivated to rise higher. The rest of 2014 is sure to present its own set of challenges and this group appears positioned to take them on and continue to make headway.

Some faces are famous, with names well-rooted in the scene; others are perhaps unknown, new kids circling the block. Many continue to lead the way, and there are those keen to join the ranks. From leading an independent firm through a complete rebranding to receiving the Order of Canada to being named one of Canada’s most powerful women in business, one thing’s for certain: achieving the goals they set seems mandatory for these players. Suffice to say, they will shape this evolving industry this year and beyond.

But enough of the preamble. Your 2014 WP Hot List awaits.
Name Profile Pic Company
Brad Radin Brad Radin Radin Capital Partners, IA Clarington
Luc Paiement Luc Paiement National Bank Financial
Paul Allison Paul Allison Raymond James Ltd.
Ian Russell Ian Russell The Investment Industry Association of Canada (IIAC)
Bill McElroy Bill McElroy Manulife Securities Incorporated and The William Douglas Group Inc.
David Agnew David Agnew Royal Bank of Canada
Thomas Beyer Thomas Beyer Prestigious Properties
Greg Pollock Greg Pollock Advocis
Stephen Lingard Stephen Lingard Franklin Templeton Investments
Michael Wickware Michael Wickware Wickware Creative Marketing (Toronto & LA)
Victor Dodig Victor Dodig CIBC
Wolfgang Klein Wolfgang Klein Canaccord Genuity Wealth Management
Kim Parlee Kim Parlee TD Wealth Management
James Ross James Ross Assante Wealth Management
Gregg Filmon Gregg Filmon Value Partners Investments
Peter Figura  Peter Figura Centurion
Thomas Hull Thomas Hull Dundee Goodman Private Wealth (DGPW)
Nick Fournier Nick Fournier Raintree Financial Solutions
David Sung David Sung Nicola Wealth Management
Geoffrey Ritchie Geoffrey Ritchie Private Capital Market Association (PCMA) - formerly EDMA
Rob Tetrault RobTetrault Rob Tetrault Wealth Management Group
Dennis Mitchell Dennis Mitchell Sentry Investments
Léony Degraaf Hastings Léony Degraaf Hastings deGraaf Financial Strategies
Sue Lemon Sue Lemon CFA Society Toronto
Gord Graves Gord Graves Bank of Montreal
David Lane David Lane Edward Jones
Alex Besharat Alex Besharat ScotiaMcLeod
Eric Sprott Eric Sprott Sprott Asset Management 
Isabelle Hudon Isabelle Hudon Sun Life Financial (Quebec)
Tuula Jalasjaa Tuula Jalasjaa Holliswealth
Debra Hewson Debra Hewson Odlum Brown 
Jacqui Allard Jacqui Allard Manulife Financial
Sue Reibel Sue Reibel Manulife Financial

Wealth Professional Hotlist 2014
To read the full hot list feature, please download the Wealth Professional Canada Hot List of 2014 on PDF.