-
Holistic financial planning, the Hegedus way
Kevin Hegedus shares his insights on client relationships, delivering value, and focusing on talent
-
For Alexandra Horwood, it's all in the family
Alexandra Horwood shares insights about the family business, life-changing service, and the importance of support
-
How to save your clients from themselves
Rob McClelland talks about standing firm, robo-advisors, and how 95 became a new key number
-
An investment veteran since childhood
In life and in finance, an early start can work in your favour – which is a lesson Dave Lee knows well
-
Turning trust into a trademark
Robert Tetrault talks about diligence, transparency, and the joy of providing valuable and trustworthy advice
-
Building success from challenges
Being an advisor can be hard work, but William Vastis believes that it’s a struggle worth embracing
-
Scott McEachern | Young Guns 2014
Scott McEachern
Insurance Advisor,
McEachern Financial Strategies
-
Jason Howes | Young Guns 2014
Jason Howes
CFP, HollisWealth
-
Victor Godinho | Young Guns 2014
Victor Godinho
Financial Planner, Owner
VTAG Financial Group Inc.,
Toronto
-
Caroline Hanna | Young Guns 2014
Caroline Hanna
Investment Advisor,
National Bank Financial/ The Shewfelt McMillan Group
White Rock, BC