Authors Archive | Advisor.ca

Ben Felix

michelleschriver — Tue, 28 Nov 2023 19:36:51 +0000

Ben Felix, CFA, CFP, CIM, is a portfolio manager and head of research with PWL Capital Inc., as well as co-host of the Rational Reminder podcast.

Catherine Hung

Mark — Thu, 27 Jul 2023 14:01:33 +0000

Catherine Hung is vice-president, Tax, Retirement and Estate Planning with CI Global Asset Management.

Coreen Sol

Mark — Mon, 23 Oct 2023 15:15:17 +0000

Coreen T. Sol, CFA, senior portfolio manager with CIBC Private Wealth in Vancouver, is the author of Unbiased Investor: Reduce Financial Stress & Keep More of Your Money

Matt Trotta

melissa — Tue, 20 Jun 2023 15:12:31 +0000

Matt Trotta is vice-president, Tax, Retirement and Estate Planning with CI Global Asset Management.

Kevin Wark

melissa — Tue, 14 Aug 2018 19:11:50 +0000

Kevin Wark , LLB, CLU, TEP, is managing partner, Integrated Estate Solutions, and tax consultant, Conference for Advanced Life Underwriting. He’s also the author of The Essential Canadian Guide to Estate Planning.

Sam Sivarajan

melissa — Wed, 06 Sep 2023 21:27:29 +0000

Sam Sivarajan is an independent wealth management consultant and behavioural scientist.

Jon Hreljac

officebureau — Thu, 27 Jan 2022 20:05:00 +0000

Jon Hreljac, CPA, CMA, CFP, TEP, is AVP regional tax and estate planning, wealth, at Manulife Investment Management

Rebecca Hett

officebureau — Tue, 13 Nov 2018 19:36:34 +0000

Rebecca Hett, CPA, CGA, TEP, is vice-president, Tax, Retirement and Estate Planning at CI Global Asset Management.

Rick Goossen

officebureau — Fri, 24 Jul 2020 13:24:33 +0000

Rick Goossen, BA, LLB, LLM, PhD, a graduate of McGill and Columbia law schools, drives business development across Canada at Nicola Wealth, an independent wealth management firm.

Charmaine Ko

officebureau — Fri, 29 May 2020 19:40:35 +0000

Charmaine Ko, JD, LLM, is a cross-border tax lawyer at Polaris Tax Counsel in Vancouver. charmaine@polaristax.com