One of many standout winners, Evan Riddell, an advisor with iA Non-public Wealth, emphasizes the significance of constructing long-term, trusted relationships along with his shoppers.
His method is grounded in understanding the distinctive monetary objectives of his shoppers and making certain that every suggestion is tailor-made to fulfill their particular person wants. “It’s about being accessible to my shoppers and ensuring they really feel assured of their monetary future,” he shares.
Riddell’s dedication to personalised service has earned him a popularity as a trusted advisor in Western Canada. His concentrate on clear communication and customised methods has helped him construct lasting relationships, making certain his shoppers really feel safe of their monetary planning.
One other advisor acknowledged on this prestigious checklist is Laurel Hickey, a wealth advisor at Wellington-Altus Non-public Wealth. Hickey has been acknowledged for her dedication to moral and client-centred monetary planning.
Her ethos revolves round transparency and integrity, and she or he constantly strives to exceed her shoppers’ expectations. “My precedence is all the time to assist shoppers make knowledgeable choices that align with their long-term objectives,” she says.
