Young Guns 2017

It’s not easy out there for the new breed of financial advisors, but these 25 young professionals are flourishing as they shape the future of wealth management

Young Guns 2017
Making your mark as a young financial advisor has never been more challenging. A clear division has emerged  between the high-net-worth segment and the mass market, creating a glass ceiling for new entrants. As the industry shifts toward a fee-based model, critics have suggested that ordinary Canadians are simply being directed toward bank branches for their financial planning needs – branches that are increasingly coming under fire for pushing products with little regard for their suitability for clients.

Advisory firms are under pressure themselves, of course, so often there is little leeway for someone still learning the ropes. Many of this year’s Young Guns highlighted just how crucial mentoring by senior advisors can be – such guidance often means any bad habits can be nipped in the bud before they become a real problem.

This year’s Young Guns are passionate about their work and keen to remove any stigma associated with the profession. However, they’re also acutely aware of the many difficulties rookie advisors face, from unreasonable sales targets to the difficulty of building relationships with fellow millennials in the industry. Above all, they’re conscious of the fact that a financial advisor is only as good as his or her reputation. As Tim Butler of Investors Group put it: “My job is to show the value I provide and ensure the clients understand that I am more than just a salesman – I am a financial planner.”

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SYLVIA ZHENG

SYLVIA ZHENG

Sun Life Financial

CAMERON WILSON

CAMERON WILSON

Wilson Wealth Management

HUTTON WIERZBICKI

HUTTON WIERZBICKI

Sun Life Financial

BENJAMIN WAITE

BENJAMIN WAITE

Your Investment Manager

JAMIE TOWNSEND

JAMIE TOWNSEND

Lawton Partners

CLIFF STEELE

CLIFF STEELE

The Steele Group Financial

RAJ SEEKUMAR

RAJ SEEKUMAR

Investors Group

COLIN REID

COLIN REID

Aligned Capital Partners

TYLER PURVES

TYLER PURVES

BMO Nesbitt Burns

LAKSHMI PILLAI

LAKSHMI PILLAI

Manulife Securities

SIMON PARTINGTON

SIMON PARTINGTON

Partington Wealth Management

DAN O’SHAUGHNESSY

DAN O’SHAUGHNESSY

O'Shaughnessy Financial Services

SEAN MOIR

SEAN MOIR

Mandeville Private Client

KYLE JOHNSON

KYLE JOHNSON

Alexandra Horwood and Partners

SIMON JOCHLIN

SIMON JOCHLIN

Morgan Stanley – Graystone Consulting

HARRY JAWANDA

HARRY JAWANDA

Richardson GMP

JAY GANGNES

JAY GANGNES

JR Financial

ANDREW FEINDEL

ANDREW FEINDEL

Richie Group

JAY DOWHANIUK

JAY DOWHANIUK

Raymond James

JASON DE THOMASIS

JASON DE THOMASIS

De Thomas Wealth Management

NICHOLAS CUP

NICHOLAS CUP

Cup Wealth Management

THOMAS COOK

THOMAS COOK

Affinity Financial Group

CHELSEY CHARTREN

CHELSEY CHARTREN

The McClelland Financial Group

TIM BUTLER

TIM BUTLER

Investors Group

AARON ARNOLD

AARON ARNOLD

Luft Financial