FEATURES
COVER STORY: TOP 50 ADVISORS GREG MILLEY 40
SUSYN WAGNER 37
The Milley Team HollisWealth Oakville, ON
Wagner Investment Group CIBC Wood Gundy Calgary, AB
With 400 clients to his name and $130 million in assets, Greg Milley is thinking expansion for 2017. “We are actively looking to grow our team in 2017 by two more professionals, increasing the broad scope of a true planning practice,” he says. In addition, The Milley Team is preparing for the future by mentoring two university students interested in the business.
REEZ SAJAN
39
CIBC Imperial Service CIBC Investors Services Coquitlam, BC
38
Educators Financial Group Toronto, ON
With two decades of experience in financial planning, Nadeem Ibrahim places a great deal of importance on ensuring the future well-being of the industry by mentoring young advisors. An exam marker for Moody’s Analytics, he also held several estate and financial planning workshops in the GTA last year. Those who avail of his teaching can rest assured they’re talking to someone who has mastered his trade – Ibrahim’s $151 million in AUM confirms as much.
24
www.wealthprofessional.ca
LYLE ROULEAU
36
Rouleau Investment Group CIBC Wood Gundy Edmonton, AB
While many of this year’s Top 50 Advisors have decades of experience to call on, Reez Sajan has just two years in the advisory business under his belt. But that only makes his individual AUM of $156 million all the more impressive, particularly the more than $8 million in growth he’s seen over the past year. In an industry that has had a problem attracting new blood, it’s heartening to see younger advisors like Sajan make their mark.
NADEEM IBRAHIM
The head of Wagner Investment Group, Susyn Wagner makes her first appearance on our Top 50 Advisors list thanks to an individual AUM of $187 million, more than $10 million of which she added in 2016. A qualified portfolio manager, Wagner holds CIM, FCSI and CFP designations, and specializes in the development and maintenance of discretionary managed portfolios, personally designing portfolios for her clients.
In contrast to the other advisors on this list, Lyle Rouleau’s AUM actually dipped in 2016, from $344 million to $315 million. This occurred largely due to “one large institutional client using some cash for their members,” which of course is a hazard of the business when you’re dealing with assets on the scale that Rouleau Investment Group does. However, Rouleau retains his place on the Top 50 Advisors list thanks to an impressive revenue per client of $9,472 after adding 18 new clients to his book this year.
PRAVIN KUMAR 35 The Pravin Kumar Group CIBC Wood Gundy Vancouver, BC
Pravin Kumar makes it three in a row on our Top 50 Advisors list. With a diverse client base that includes small business owners and professionals in the engineering, accounting, legal and medical fields, Kumar has built an impressive book of business with AUM of $137 million. His efforts haven’t gone unnoticed by CIBC Wood Gundy, either, where he has served as a member of both the President’s Council and the Chairman’s Council.