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