Young Guns 2019

20 up-and-comers in the wealth management industry, their path, views on success and challenges

Young Guns 2019

What makes a wealth industry professional a Young Gun? It is their contributions to the industry at a young age, experience, products developed, their role, awards won? The answer would be yes, to all of the above and an abundance of other criteria. The 2019 Wealth Professional Young Guns list aims to capture the spectrum with some of the best up-and-comers in the industry and to highlight their achievements, along with their views on current industry issues. The list itself is not a ranking because, with so many variables, it would be like comparing apples to oranges and quite subjective. The reality is there are many great, young advisors and they all have different qualities that make them a Young Gun.

For the 2019 Young Guns list, Wealth Professional reviewed numerous nominations from advisors, clients, and industry professionals. Those selected had something that jumped out and for that were highlighted. After reviewing numerous submission, a few things are clear. There are many great young advisors, too many to feature, that have identified the challenges facing them and they are addressing them head on to insure the stability and growth of the industry.

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Victor Kuntzevitsky, ​​​​​​​Northland Wealth Management

Victor Kuntzevitsky, ​​​​​​​Northland Wealth Management

Northland Wealth Management

Mitch Vandemark, Rubbix Risk & Wealth Management

Mitch Vandemark, Rubbix Risk & Wealth Management

Rubbix Risk & Wealth Management

Matt Evans, Portfolio Manager, Westmount Wealth Group

Matt Evans, Portfolio Manager, Westmount Wealth Group

Westmount Wealth Group, HollisWealth

Krista Kardash, Financial Planner, LCU Financial Ltd

Krista Kardash, Financial Planner, LCU Financial Ltd

LCU Financial Ltd., a division of Lakeland Credit Union, and Credential Asset Management

Josh Olfert, Founder, Haven Wealth Management

Josh Olfert, Founder, Haven Wealth Management

Haven Wealth Management

Joseph Alfie, Investment Advisor, Myriad Private Wealth

Joseph Alfie, Investment Advisor, Myriad Private Wealth

Myriad Private Wealth, HollisWealth®, a division of Industrial Alliance Securities Inc.

Jillian Farrow, Sun Life Financial

Jillian Farrow, Sun Life Financial

Sun Life Financial

Iwona Nicastri, Precision Wealth Management

Iwona Nicastri, Precision Wealth Management

Precision Wealth Management

Grant White, White Hewson Wealth Advisory Group, National Bank Financial

Grant White, White Hewson Wealth Advisory Group, National Bank Financial

White Hewson Wealth Advisory Group, National Bank Financial

Ghinel Bozek, Alexandra Horwood & Partners, Richardson GMP

Ghinel Bozek, Alexandra Horwood & Partners, Richardson GMP

Alexandra Horwood & Partners, Richardson GMP

Emily Ben-Haim, Gluskin Sheff

Emily Ben-Haim, Gluskin Sheff

Gluskin Sheff

Dillon Garabedian, Industrial Alliance Securities Inc.

Dillon Garabedian, Industrial Alliance Securities Inc.

Industrial Alliance Securities Inc.

Deven Lad, Mangrove Wealth Group

Deven Lad, Mangrove Wealth Group

Mangrove Wealth Group

Devan Legare, Western Wealth Builders – Manulife Securities

Devan Legare, Western Wealth Builders – Manulife Securities

Western Wealth Builders – Manulife Securities

Chelsey Chartren, The McClelland Financial Group, Assante Capital Management

Chelsey Chartren, The McClelland Financial Group, Assante Capital Management

The McClelland Financial Group, Assante Capital Management

Brianna Rathwell, Rathwell Financial

Brianna Rathwell, Rathwell Financial

Rathwell Financial, HollisWealth®, a division of Industrial Alliance Securities Inc.

Ben Jang, Nicola Wealth Management

Ben Jang, Nicola Wealth Management

Nicola Wealth Management

Ashley Currin, Evans Wealth Management Team, Richardson GMP

Ashley Currin, Evans Wealth Management Team, Richardson GMP

Evans Wealth Management Team, Richardson GMP

Aaron Hector, Doherty & Bryant Financial Strategists, iA Investment Counsel

Aaron Hector, Doherty & Bryant Financial Strategists, iA Investment Counsel

Doherty & Bryant Financial Strategists, iA Investment Counsel

Aaron Arnold, Luft Financial

Aaron Arnold, Luft Financial

Luft Financial, HollisWealth®, a division of Industrial Alliance Securities Inc.