20 up-and-comers in the wealth management industry, their path, views on success and challenges
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.
Victor Kuntzevitsky, Northland Wealth Management
Northland Wealth Management
Mitch Vandemark, Rubbix Risk & Wealth Management
Rubbix Risk & Wealth Management
Matt Evans, Portfolio Manager, Westmount Wealth Group
Westmount Wealth Group, HollisWealth
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
Haven Wealth Management
Joseph Alfie, Investment Advisor, Myriad Private Wealth
Myriad Private Wealth, HollisWealth®, a division of Industrial Alliance Securities Inc.
Jillian Farrow, Sun Life Financial
Sun Life Financial
Iwona Nicastri, Precision Wealth Management
Precision Wealth Management
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
Alexandra Horwood & Partners, Richardson GMP
Emily Ben-Haim, Gluskin Sheff
Dillon Garabedian, Industrial Alliance Securities Inc.
Industrial Alliance Securities Inc.
Deven Lad, Mangrove Wealth Group
Mangrove Wealth Group
Devan Legare, Western Wealth Builders – Manulife Securities
Western Wealth Builders – Manulife Securities
Chelsey Chartren, The McClelland Financial Group, Assante Capital Management
The McClelland Financial Group, Assante Capital Management
Brianna Rathwell, Rathwell Financial
Rathwell Financial, HollisWealth®, a division of Industrial Alliance Securities Inc.
Ben Jang, Nicola Wealth Management
Nicola Wealth Management
Ashley Currin, Evans Wealth Management Team, Richardson GMP
Evans Wealth Management Team, Richardson GMP
Aaron Hector, Doherty & Bryant Financial Strategists, iA Investment Counsel
Doherty & Bryant Financial Strategists, iA Investment Counsel
Aaron Arnold, Luft Financial
Luft Financial, HollisWealth®, a division of Industrial Alliance Securities Inc.