Awarded Canadian Advisor of the Year, 2019 at the Wealth Professional Awards, Alexandra has also been named the top female investment advisor in Canada on Wealth Professional’s 2019 Top 50 Advisors list. She is a multi-award-winning, goal-based wealth professional with an unsurpassed work ethic. Her specialty is long-term investing and comprehensive, tax-smart wealth management strategies for successful mining executives, business owners, and wealthy families. Acting as an integrated life and wealth coach for her clients, Alexandra provides hyper-personalized advice on all facets of financial well-being.

After graduating with an Honours Bachelor of Arts & Business, Major in Legal Studies from the University of Waterloo and co-op placements at Franklin Templeton Investments, Pricewaterhouse Coopers, Research in Motion (now Blackberry), and Microsoft, Alexandra joined The Horwood Team at Richardson Wealth (formerly Richardson GMP) in 2010. She quickly rose to become the youngest Director, Wealth Management, Portfolio Manager and launched Alexandra Horwood & Partners in 2015. She is a Chartered Investment Manager (CIM) and a Life Insurance Agent.

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An-Lap has more than 20 years’ experience in the wealth management and portfolio management industry. He graduated from HEC Montreal (University of MTL business school) in finance in 1996 and started his career at the Bank of Montreal. He then joined National Bank financial in 1998 where he founded the VP Wealth Management Group that now has in excess of $2 billion under management and is comprised of 12 finance professionals.

The VP Group won several awards within NBF recognition of excellence program over the years, notably, the inaugural prestigious prize of Best team in Canada and one that is especially dear to An-Lap, the Social Responsibility award.

Incorporating ESG factors in their portfolio management is of utmost importance to the VP Group. An-Lap was instrumental in recruiting an ESG analyst from the “Caisse de depot” to add to the VP Group’s expertise in that field. On top of having his CIM title, it was important for An-Lap to get his Responsible Investment Specialist title and also a certificate from Harvard Business School Online in Sustainable Business Strategy. All these efforts were recognized when the VP Group won the Wealth Professionals NEI Advisor of the Year Responsible Investments award in 2021. Finally, An-Lap was one of the people that helped for the creation of an ESG Committee at National Bank and he now represents the VP Group on the board.

Wes Ashton is Co-Founder and Director of Growth Strategy at Harbourfront Wealth Management. In addition to his corporate role, he’s an active Portfolio Manager and the principal of Harbourfront’s largest client practice overseeing $600 million in assets. Wes specializes in defensive portfolio construction as well as trusts and tax minimization planning. He manages retail client portfolios for the High Net Worth, as well as pension funds.

In addition to sitting on Harbourfont’s Investment Committee, Wes holds the CIM (Chartered Investment Manager) designation as well as the FCSI (Fellow of the Canadian Securities Institute) designation.

Wes has delivered several wealth management lectures over the years for industry professionals and other entrepreneurs including being a guest speaker at the Telus Agency Summit and Private Wealth Vancouver Forum. Wes’ philanthropic endeavors include educating students through Junior Achievement BC, supporting the Ronald McDonald House and BC Children’s Hospital.

Wes has won numerous awards including: Wealth Professional Canada “Top 50 Advisors” in Canada for 2019, 2020, 2021. Recipient of Wealth Professional Canada “5 Star Advisor Award” based on client satisfaction level for 2021. Nominated for Wealth Professional Awards “Advisor of the Year” for 2018, 2019. He was a Member of the Chairman’s Club 2016, 2017, 2018, 2019, 2020.

Maili Wong, named one of Canada’s Top Wealth Advisors by The Globe and Mail, and also one of Canada’s Most Powerful Women: Top 100™ by Women’s Executive Network (WXN), is dedicated to helping empower her clients with financial resilience and a positive wealth mindset so they can enjoy a work-optional life, using her modern approach to investing. Maili shares her personal story of resilience and lessons learned during her nearly two decades of international investing experience in her Amazon #1 Bestselling book, Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life, as well as in her powerful Tedx Talk. Maili was featured in Business in Vancouver’s “Top Forty Under 40” list and was named one of B.C.’s Most Influential Women by BC Business. Her work is recognized in media, including a feature in the commemorative book Canada 150 Women. Maili is an active leader in her community and believes in the importance mentorship for the next generation. She served a full term on the Real Estate Council of British Columbia, appointed by the Minister of Finance in 2016. She currently serves as a professional Board Member of the UBC Portfolio Management Foundation, and co-Chairs the annual “Up the Down Market” Gala raising funds for the Down Syndrome Research Foundation. Maili also created and funded the “Maili Wong Scholarship in Finance” which is awarded annually by UBC to a female undergraduate student in Finance, to receive both a bursary and mentorship.

In 2000, Liz helped launch The Winner’s Circle, the world’s only Financial Advisor research organization at the time (sold to Barron’s/News Corp in 2008). In 2015 she helped launch SHOOK and manages all operations. A driving force behind our Women’s rankings, Liz practices what we love: running a business while overseeing three busy children and R.J. in Boca Raton, FL. Liz is a graduate of Syracuse University and is an avid tennis player.

Matt Brill is Head of North America Investment Grade for Invesco Fixed Income. In this role, he is responsible for implementing investment-grade credit strategies across the fixed income
platform.

Mr. Brill joined Invesco in 2013 as a senior portfolio manager. Prior to joining the firm, he was a portfolio manager and vice president at ING Investment Management, where he specialized
in investment-grade credit and commercial mortgage-backed securities. Before that, he was a portfolio analyst at Wells Real Estate Funds.

Mr. Brill has been in the industry since 2002. Mr. Brill earned a BA degree in economics at Washington and Lee University. He is a Chartered Financial Analyst® (CFA) charterholder.

Rob Tétrault is an award-winning Portfolio Manager and has been ranked in Wealth Professional’s Top 10 Wealth Advisors in Canada 4 times in the last 5 years. Rob was previously a successful lawyer at MLT Aikins and is currently an esteemed board member in the Winnipeg community. He is a dedicated husband and father who co-founded the Canadian CMV Foundation, a charity on a mission to eradicate congenital CMV, the #1 cause of infant disability.

After graduating from University of Toronto Law School, Rob initially worked as an insurance litigation specialist in Winnipeg. He then completed a Finance MBA and was a member of the Dean’s list at the Asper School of Business, before starting his Wealth Management Practice in 2010.

He is now Senior Vice-President and Branch Manager at Canaccord Genuity Wealth Management. Redefining the practice of financial advising and portfolio management by his transparency, honesty and dedication, Rob has managed to build a remarkably successful practice where his clients’ interests come first.

Rob was the recent recipient of the Visionary Award from Radio-Canada, was named to the list of 100 most fascinating Manitobans, given the St. Boniface Chamber of Commerce Distinction Award and named to the Top 40 under 40 for the IAAC.

The Portfolio Manager from the Tetrault Wealth Advisory Group currently resides in St-Boniface, the french quarter of Winnipeg with his wife Michelle and four children, Alexandre, Arielle, Angeline and Aubrie.

For over 35 years, I have been a trusted Investment Advisor to affluent individuals, foundations and corporations, creating personalized investment strategies with a skilled team of associates. I have comprehensive knowledge of many investment areas and provide my clients a complete financial offering.

As a First Vice-President, Senior Portfolio Manager and Investment Advisor at CIBC Wood Gundy, I currently manage over $3.5 billion in client assets. My primary investment goal is to preserve capital and provide growth, while generating income as needed. I respect risk tolerances and investment objectives, and actively manage and personally design portfolios that reflect the various investment styles of my exclusive clients.

R.J. Shook is Founder and President of SHOOK, and Senior Contributor to Forbes. As the world’s only Advisor research organization that focuses on the quality of the Advisor and extensive due diligence, rankings are published in multiple feature stories in Forbes and other publications. He founded Winner’s Circle in 2000 and provided Wealth Advisor rankings to Barron’s (News Corp. acquired Winner’s Circle in 2008).

SHOOK Research’s philanthropy includes a ranking of America’s Top Givers in Forbes magazine; the rankings helped raise over $300 million. SHOOK’s national events have broken fundraising records by raising over $3 million for: Susan G. Komen, Children’s Cancer Research Fund and Make-A-Wish. After graduating Babson College, Shook spent his Wall Street career with Prudential Securities as a financial advisor, then research. He’s written 10 books, including six of his popular Winner’s Circle series. He lives in Boca Raton, FL with his wife and three kids.

Pablo Fuchs is editor of Globe Advisor at The Globe and Mail, a position he has held since January 2019. He oversees the editorial direction and manages the production of daily content for the Globe’s direct-to-advisor offering. Prior to this position, he spent more than 13 years immersed in the financial services industry and focusing on issues relevant to financial advisors as senior editor, then managing editor at Investment Executive. In those roles, Pablo was in charge of IE’s annual Report Card series and news coverage. He graduated from Carleton University’s School of Journalism in 2001.

Jamie Golombek is Managing Director, Tax and Estate Planning with CIBC in Toronto. As a member of the CIBC Private Wealth Management team, Jamie works closely with advisors from across CIBC to support their clients and deliver integrated financial planning and strong advisory solutions. Jamie has also worked for Deloitte as a tax specialist in the Toronto office, where he specialized in both personal and corporate tax planning.

Jamie is quoted frequently in the national media as an expert on taxation, writes a weekly column called “Tax Expert” in the National Post, has appeared as a guest on BNN, CTV News, and The National and has been a regular personal finance guest on The Marilyn Denis Show.

He received his B.Com. from McGill University, earned his CPA designation in Ontario and qualified as a U.S. CPA in Illinois. He has also obtained his Certified Financial Planning (CFP) and Chartered Life Underwriting (CLU) designations. Jamie also teaches an MBA course in Personal Finance at the Schulich School of Business at York University in Toronto.

Ian Riach joined Franklin Templeton in 1999 and is a senior vice president and portfolio manager for Franklin Templeton Investment Solutions (FTIS) and is a member of the FTIS Investment Strategy and Research Committee. He has portfolio management responsibilities for all Canadian-based multi-asset products including the Franklin Quotential Portfolios, Private Wealth Pools, and Franklin LifeSmart Portfolios. He is also responsible for Institutional Balanced Portfolio Management.

As the Chief Investment Officer of Fiduciary Trust Canada (part of Franklin Templeton Investments), Mr. Riach also oversees the investment management of Franklin Templeton's private wealth business. With over 30 years in investment industry, Mr. Riach holds a bachelor of commerce degree from the University of Calgary and is a Chartered Financial Analyst (CFA) Charterholder.

Deborah Debas is a responsible investment (RI) specialist at Desjardins Wealth Management. Her primary role is to inform and educate advisors and investors about the various RI approaches and the types of investment products available.

Deborah started her career in communications in 1998. While at Desjardins, she was responsible for introducing the first RI portfolios in Quebec in 2009. After working 5 years at Desjardins, Deborah became an entrepreneur in Ecuador in 2015. She came back to Desjardins in 2018 to provide her RI expertise.

As an RI specialist, Deborah is on top of any current and future industry trends and analyzes the environmental, social and governance (ESG) criteria facing our societies and industries. Proud of Desjardins’s leadership in this field, she is also Desjardins’s RI spokesperson.

Clare O’Hara is a business reporter at The Globe and Mail. Prior to that, Clare was a staff writer at Investment Executive, a national newspaper for financial service industry professionals. She has an undergraduate degree in media information from University of Western Ontario and a journalism degree from the University of King’s College in Halifax.

Michael Schweitzer is Senior Vice-President and Director of Distribution for High Net Worth at American Funds, part of Capital Group. Prior to joining Capital, Michael was Global Head of Sales and Distribution for Group Wealth Management at HSBC. Concurrent with this role, he was also Global Head of Insurance Sales and Distribution and Regional Head of Wealth Management for Europe.

Prior to joining HSBC, Michael was Managing Director and Head of the Western Division at UBS Wealth Management Americas. During his nine years there, he held several key senior leadership positions, including Deputy Head and Chief Operating Officer of Products and Services for the Americas, Head of Products and Services Consulting and Head of Private Wealth Management, where he co-founded the business in 2003.

Prior to joining UBS Michael spent fifteen years with Merrill Lynch where he was part of the senior executive team that launched and built Private Banking and Investment Group (PBIG) and was Managing Director and National Director of Sales and Strategy for the Group. He also held a number of senior positions at the firm including roles as Head of Trust and Insurance and National Sales Manager for Global Wealth Management.

Michael began his career with the international accounting and consulting firm Deloitte Haskins & Sells as a consultant in their Emerging Business Services practice.

Darren Coleman started in the industry in 1992 and with Raymond James in 2012, providing comprehensive wealth services for a variety of clients. During this time, he has been managing brokerage offices, spearheading industry trends and leading his team at Coleman Wealth to new territory.

Darren’s many professional accreditations include: Canadian Investment Manager, Financial Management Advisor and Fellow of the Canadian Securities Institute, with a Level II Life Insurance License and an Honours B.Comm from Ryerson University. He was one of the first Canadian professionals to attain the Professional Financial Planner, Certified Financial Planner and Certified Hedge Fund Specialist designations. Due to his success as an advisor in alternative investments, he was the first advisor to sit on committees for the Alternative Investment Management Association (AIMA), and on the Board for the Hedge Fund Association, as a member and an instructor.

An industry veteran before coming to Raymond James, Darren held management and advisor positions at major bank-owned brokerage and financial services firms. Through this experience, together with his involvement with industry boards, he has built a network of professional relationships with the industry’s top managers, firms and executives, through which he is able to offer his clients superior due diligence, access and insight.

Darren is considered a champion of Raymond James’ cross-border service offering. He frequently speaks at conferences and educational events and currently sits on the Editorial Board for Advisor’s Edge Report for Canadian investment professionals, and is frequently interviewed for the Globe and Mail.

 Darcy Keith is The Globe and Mail's Investment Editor. He has been a business journalist since 1992 and joined the Report on Business in 2010 from Yahoo! Canada, where he was the senior editor of finance.

Previously, Darcy was the business editor for CanWest News Service and has covered markets of all stripes for various wire services and publications, including as a correspondent for Knight-Ridder Financial News. He has worked as a reporter and editor in New York, Hong Kong, Vancouver, Winnipeg and Toronto. 

As program manager, Fiona is responsible for the research and project management of Report on Business magazine’s ranking programs, including Canada’s Top Growing Companies, Women Lead Here and CEO of the Year. Fiona has more than a decade of experience in journalism and reporting on the wealth management industry. 

As the Founder and CEO of GoodMorning.com—now Canada’s largest independent online mattress retailer—Sam Prochazka changed the future of a multi-billion dollar industry when he launched one of the first online mattress-in-box brands in the world and invented the 120-night sleep trial. An early global adopter of the direct-to-consumer business model and a serial entrepreneur with two decades of experience, he’s grown GoodMorning.com into a $66M business and one of Canada’s fastest-growing companies. 

Susan O’Brien, Senior Vice President and Senior Wealth Advisor, is responsible for the overall strategic direction of the practice and focuses on developing innovative approaches. She excels at guiding families through deep, meaningful conversations in order to define their vision for the future and help them bring it to life through expert stewardship.

Susan is a Finance and Economics graduate from the University of Toronto and has over 30 years of experience in the financial industry.

Susan is passionate about giving back to her community and is responsible for numerous volunteer and philanthropic initiatives with organizations such as the Women Presidents' Organization, the Calgary Foundation and the United Way. She lives with her husband Peter and enjoys outdoor sports, reading and travelling. 

Jeffrey Jones is a veteran journalist specializing in mergers, acquisitions and private equity for The Globe and Mail’s Report on Business. Before joining The Globe and Mail in 2013, he was a senior reporter for Reuters, writing news, features and analysis on energy deals, pipelines, politics and general topics. His work has taken him from the Far North to the Deep South.

Passionate about advising her clients wisely and acting in their best interest, Laura has more than 20 years of financial services, business and investment experience. She is actively focused on designing and delivering tailored, discretionary investment management services with distinction for high net worth individuals, families, corporations, foundations, estates and trusts.

Laura collaborates with a network of sophisticated TD specialists to provide complex tax and estate planning strategies, trust services, business succession plans and charitable giving strategies. As a Life Insurance licensed advisor, Laura is qualified to assist individuals regarding tax-effective estate planning and income protection and business owners with leveraged insurance strategies and company coverage.

Committed to continuous education, Laura has earned two professional designations: Chartered Accountant (CPA, CA) in 1995 and Chartered Financial Analyst® (CFA®) in 2001. She has been awarded the TD President’s Club every year since its inception at TD Wealth Private Investment Counsel in 2015. She received the TD Merit Award every year from 2009 to 2014 and the TD Vision in Action Award of Distinction, the highest form of individual recognition a TD employee can receive.

David Tulk is a Portfolio Manager with Fidelity Investments. He joined Fidelity in 2016 and has 17 years of industry experience. His previous roles include Chief Canada Macro Strategist with TD Securities; Head of Global Macro Strategy with TD Securities; Assistant Portfolio Manager with Ontario Teachers’ Pension Plan; Senior Economist with TD Bank; and Economist with the Bank of Canada. David has a BSc (Hons) from the University of Toronto and a MA from Queen’s University; and the CFA designation.

Laura collaborates with a network of sophisticated TD specialists to provide complex tax and estate planning strategies, trust services, business succession plans and charitable giving strategies. As a Life Insurance licensed advisor, Laura is qualified to assist individuals regarding tax-effective estate planning and income protection and business owners with leveraged insurance strategies and company coverage.

Not all journalists get to live their beat, but I do. My personal finance column in The Globe and Mail is one regular guy’s attempt to make sense of the world of money. I’m married with two 20-something kids and constantly figuring out ways to spend and invest intelligently. I ask the same questions you would and apply my experience and contacts to get answers.

I got my start in financial writing back in the early 1990s when I covered the Bay Street business scene for The Canadian Press wire service. A few years later, I was transferred to CP’s parliamentary bureau in Ottawa to cover consumer affairs and, later, the federal Department of Finance. I left CP and joined The Globe and Mail as investment reporter in 1996.

I mentioned to my boss at the time that we didn’t do much personal finance coverage at The Globe. The paper’s Personal Finance column was launched shortly afterwards, with me at the wheel. What a trip it’s been covering personal finance over the years. I’ve seen three bull markets for stocks, a couple of recessions and stock market crashes, one global financial crisis, the incredible rise of the housing market, soaring personal debt loads and an ever-present worry that Canadians aren’t saving enough for retirement. I know there’s infinite personal finance content available these days online, in print and on TV and radio. Come to me for my experience, my willingness to challenge stale consensus thinking and, most of all, my ability to make you say after finishing one of my columns: “Now I understand."

Kathryn has been providing comprehensive wealth management advice to families since 1987. She uses her extensive wealth and investment management expertise to create customized solutions for the families and individuals that she works with.

Kathryn is committed to providing superior customer service and the delivery of relevant, pro-active investment advice. She has completed the Canadian Securities Institute’s most prestigious investment program and attained the designation of Certified International Wealth Manager, this designation is an elite industry standard that ensures designation holders have the advanced wealth management skills necessary to advise high-net-worth clients about their complex financial life. This accreditation allows her to employ a holistic approach regarding your unique financial situation which encompasses not only your investments, but also estate planning needs, tax minimization strategies as well as philanthropic goals and other wealth considerations.

In addition she has been recognized with distinction of Fellow of the Canadian Securities Institute(FCSI®). The FCSI® designation is based on the fundamental ethical principles of trust, integrity, justice, fairness and honesty and is reserved for financial professionals like Kathryn, who have met the most exact standards for ethical behaviour, high degree of professionalism, continuing education as well as endorsements from peers and superiors.

Since 2003, Kathryn is one of several individuals who have been entrusted with the role of media spokesperson for TD Wealth Private Investment Advice and is a frequent guest on BNN, CP 24/City TV, Global News as well as CTV's Canada AM and NewsNet. She is also often quoted in various newspapers such as The Globe and Mail and the Financial Post as well as many publications across Canada.

With over 30 years of financial market experience, Matthew Cicci is a Senior Managing Director of Canaccord Genuity Wealth Management Canada, where he is responsible for oversight of the Vancouver branch's operations.

Mr. Cicci is also a Portfolio Manager and Retail Executive at Canaccord Genuity and a Former Special Situations Equity Analyst. His diverse experience has provided him with in-depth experiences of the financial industry in Canada and the United States. Since taking over Canaccord Genuity Wealth Management's Vancouver branch, Mr. Cicci has restructured the business and implemented unique business strategies to create organizational change and fuel growth.

James Cowan is editor of Investment and Personal Finance with The Globe and Mail. He was previously editor of Report on Business magazine and prior to that, he worked with Maclean’s, where he oversaw the magazine’s popular university rankings, along with other initiatives.

Prior to joining Maclean’s, he was editor-in-chief of Canadian Business. He joined Canadian Business in 2009 as a senior writer, becoming deputy editor the following year.

He also worked as a reporter with the National Post — where he covered municipal, provincial and federal politics — and as associate editor at Saturday Night magazine.

He began his career as a film critic for eye Weekly.

As Head of TD Wealth Private Investment Advice for TD Wealth Private Wealth Management, Craig is grateful to lead an integrated wealth management business focused on discovering and achieving what matters most for high-net-worth Canadians.

Craig has built a successful career in the Wealth Management business by tirelessly advocating for continuous improvement in the services and experiences provided to clients. His hands on approach to working with advisors and clients has helped TD’s wealth management offering significantly increase Client and Employee Experience scores.

Craig believes that as an investment professional, he has a moral commitment to steward our client’s assets, financial objectives and trust at the highest standard possible and he has thoughtfully passed on those beliefs to all of the advisors and team members that he has worked with.

Jennifer Tozser is the Senior Vice-President and Portfolio Manager at National Bank Financial. Jennifer has both CFA and CFP designations and has been in the wealth management industry for over 20 years helping clients create wealth, plan for retirement, transition into retirement and create legacy. In 2020 she was the recipient of both the National Investment Advisor of the Year award and was the Regional Advisor of the Year for the Alberta and Okanagan Regions (both NBF) She has also been recognized as one of our top 150 advisors in our inaugural year at the Globe and Mail. Jennifer has been a guest speaker at schools, continuing education courses, professional groups and corporations, and she has also been interviewed and featured in top tier publications including The Globe and Mail.

Darcie Crowe is an award-winning Senior Vice-President, Portfolio Manager and Founder of the Crowe Private Wealth group within Canaccord Genuity Wealth Management.

Darcie holds over fifteen years of experience in financial services, having begun her career with Genuity Capital Markets as a member of the Investment Banking and Equity Capital Markets team before shifting her focus to work with executives and family offices in 2010. She has been recognized by Wealth Professional, the industry’s pre-eminent publication, as one of Canada’s Top 50 Advisors (2020, 2021) as well as Advisor of the Year, Alternative Investments and Female Trailblazer of the Year for 2020.

Darcie’s institutional approach emphasizes the use of diversified investments that demonstrate reduced correlation and volatility compared to a traditional equity and fixed income portfolio. Her clients benefit from the superior risk-return profile of an individualized alternative portfolio, with alternative sleeves not limited to Private Equity, Alternative Credit, Long/Short Equity, Private Real Estate, Arbitrage Opportunities and Private Debt.

As a Chartered Investment Manager (CIM), Personal Financial Planner (PFP) and Certified Divorce Financial Analyst (CDFA), Darcie is uniquely equipped to work with clients undergoing life transitions and transfers of wealth. Darcie provides the expertise related to structuring of portfolio strategies through a process of strategic asset allocation, discretionary portfolio management and selection of alternative solutions to increase diversification and efficiency of client portfolios.

As a founding member of Canaccord Genuity’s Global Diversity Committee, Darcie is committed to championing women within the industry. Darcie helped launched Canaccord Genuity’s Advisory Program for Women Entrepreneurs, designed to help high-potential local women entrepreneurs finance, grow and sell their businesses. As a new mother, Darcie was blown away by the care she received at BC Women’s Hospital and is pleased to have served on their committee. Currently, Darcie sits on the board of Face of Today (dedicated to turning dreams into reality by supporting the development of youth) and One Girl Can (empowering girls in Kenya and Uganda through education and mentorship.)

Darcie is a graduate of the honors business administration (HBA) program at The Richard Ivey School of Business.

Within Canaccord Genuity Wealth Management, Darcie has been recognized as a member of the 2014, 2018 and 2019 President’s Club and 2015, 2016 and 2017 Chairman’s Club.

Rob is the founder of The McClelland Financial Group and a Senior Financial Planner and Co-Branch Manager of Assante Capital Management Ltd. Offering a thorough understanding of the diverse needs of professional and retired clients, Rob McClelland holds an Honours degree in Business Administration from the prestigious University of Western Ontario’s Richard Ivey School of Business.

An expert on how to minimize risk and maximize income during pre and post-retirement stages, Rob has assisted thousands of investors achieve their financial goals over the past 30 years. A prolific speaker and finance educator, Rob has been a featured guest on ‘Report on Business’ and has written for the Canadian-acclaimed newspaper, the Financial Post. Rob has built a solid practice at The McClelland Financial Group based on a reputation for delivering outstanding service and consistent effort.

Prior to embarking on a successful career in the financial services industry, Rob was a Senior Executive for a successful Canadian retailer. He later earned the title of Vice President of The Equion Group before later transitioning to the role of Senior Financial Advisor, Branch Manager and Vice-President of Assante Capital Management Ltd. Rob has achieved both the RFP and CFP (Certified Financial Planner) designation and is one of the only few hundred Registered Financial Planners in Canada.

Rajeshni Naidu-Ghelani is a Toronto-based Assistant Editor for Globe Advisor at The Globe and Mail. She has international business news experience covering regions from North America to the Asia-Pacific. Her work has appeared on news websites such as CNBC, Yahoo Finance, Business Insider, BBC, BNNBloomberg and the CBC.