Caroline Hanna Investment Advisor, National Bank Financial/ The Shewfelt McMillan Group White Rock, BC
National Bank Financial/ The Shewfelt McMillan Group
White Rock, BC
YEARS IN THE BUSINESS: 5
Why a Young Gun?
To say that financial markets course through Hanna’s blood is certainly no understatement. Proudly carrying on a tradition, she is the third generation of her family to opt for a career in the investment business.
One of Hanna’s ambitions has been to build her book without ever having to make a cold call. Her personality really shines in face-to-face situations, and well-honed networking skills explain why the lion’s share of her new business comes from client referrals, networking events, centres of influence, philanthropic involvement and community work.
Hanna has earned her Portfolio Manager accreditation and adopts an actively-managed “core and explore” approach, favouring individual stocks and bonds for the Canadian component of her portfolios and managed products for international exposure. 95% of Hanna’s clients have entrusted her with discretionary portfolio management mandates, and she has reached the stage where new business is only accepted on a discretionary basis unless there are extenuating circumstances.
Hanna’s professionalism, client-centricity and people skills make her richly deserving of recognition as an industry “Young Gun”.
What are your personal milestones from 2013 and your goals for 2014?
Hanna cites building a Center of Influence team consisting of herself, an accountant and a wills/estate lawyer as a major personal milestone for 2013.
Go back to Wealth Professional Canada's Young Guns 2014 list.