Gina Macdonald of Macdonald, Shymko & Company is part of this year's WP Top 50 Advisors.
9 Gina Macdonald
Macdonald, Shymko & Company
Vancouver
AUM GROWTH: $22,018,000
AUM PER CLIENT: $1,960,475
REVENUE PER CLIENT: $8,644
CLIENTS AT END OCT 2015: 59
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 8
A top 10 finish in AUM per client ($1.9 million) helped Gina Macdonald land at ninth on our list. Macdonald has been delivering comprehensive financial planning advice for more than 20 years and is regularly contacted as a media expert. A registered portfolio manager, she has provided mentorship through the programs at the YWCA, BCIT and IAFP.
Macdonald, Shymko & Company
Vancouver
AUM GROWTH: $22,018,000
AUM PER CLIENT: $1,960,475
REVENUE PER CLIENT: $8,644
CLIENTS AT END OCT 2015: 59
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 8
A top 10 finish in AUM per client ($1.9 million) helped Gina Macdonald land at ninth on our list. Macdonald has been delivering comprehensive financial planning advice for more than 20 years and is regularly contacted as a media expert. A registered portfolio manager, she has provided mentorship through the programs at the YWCA, BCIT and IAFP.
