Mandeville Private Client

For Michelle Hastick-Cowell, it's about making a difference

One of last year's nominees for the Edward Jones Award for Excellence in Philanthropy and Community Service speaks out on giving back

An education in value

The son of two South Koreans, Gene Kim has built a differentiated practice through the power of perseverance and a hunger for knowledge

Advisor's secret to success: 'be a first adopter, then make incremental adjustments'

It's worked for CFRs and 'triple-digit' pandemic growth, so now advisor has outlined his 2022 roadmap

Why financial advisors should give back to their communities

Mandeville advisor Michelle Hastick-Cowell highlights the importance of community service in the wealth management space

5-Star Advisors

We spotlight 35 talented advisors who are raising the bar for clients in Eastern Canada and Ontario

Rising Stars 2021

WP names 38 of the most exciting up-and-coming young professionals in Canada’s wealth management industry

Why 'super teams' will enable young advisors to break through

Advisor reflects on his own early-career grind and the challenges now facing up-and-coming talent

WPTV Special: The importance of giving back

Michelle Hastick-Cowell, Senior Investment Advisor, Mandeville Private Client Inc., was a recent WP Awards finalist for The Edward Jones Award for Excellence in Philanthropy and Community Service. She told WPTV about some of her initiatives and why the onus is on advisors to give back

Award-winning career advice from the country’s top advisors in the new digital environment

Hear from award-winning advisors as they reflect upon key victories and insights earned on their way to the top

How the wealth industry is navigating the back-to-office transition

Wealth industry leaders from Wellington-Altus and Mandeville Private Client discuss how their firms are balancing needs for safety, flexibility, and connection