Brown Wealth Management Group
RBC Dominion Securities
The greatest transfer of wealth in Canada’s history will take place over the next two decades, which means forward-thinking advisors like Kate Brown are already adding millennial clients. “Over the past year, I have been asked by five of my clients to connect with their millennial-aged children to help them get started on the right financial path,” Brown says. Looking to 2018, she has targeted 15% growth in both AUM and net revenue over the coming year.