DANIEL NOONAN
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Argosy Securities Burlington, ON
Daniel Noonan made his 20th year in the industry a memorable one by increasing his assets under management by 35%. That meant a boost of $30 million, bringing his total AUM to $115 million. With a client base of 685 investors, he was also able to serve as the lead sponsor for a charity golf event in his home base of Burlington, for which his clients and financial partners raised more than $15,000.
PAUL GREEN
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Green Private Wealth Counsel HollisWealth Woodstock, ON
In addition to increasing his assets under management by $30 million in 2016 to a total of $130 million, Paul Green of HollisWealth’s Green Private Wealth Counsel also expanded his client base and his revenue per client over the past year. Approaching a quarter-century in the advisory business, he has made it a priority to reach out to his local community in Woodstock, holding seminars to help educate the public on the importance of holistic financial planning.
GERALD GOERTSEN De Thomas Wealth Management Kelowna, BC
Dually licensed as a mutual fund and life insurance advisor since 2002, Gerald Goertsen is committed to self-improvement in his chosen profession, recently completing his CFP designation. Now in his 15th year in the business, Goertsen added $31.55 million to his AUM in 2016, representing a 28% increase – evidence that education brings its own rewards.
MARK WINSON MICHAEL PRITTIE 22 Capital Wealth Architects Mandeville Private Client Ottawa, ON
It’s somewhat of a cliché in this business to say clients’ needs come first, but Michael Prittie walks the walk in this respect. He runs a client service/advice-focused practice, which entails monthly information seminars, a children’s Christmas party, Family Movie Day and numerous other client appreciation events. Then there’s the actual financial advice side – with AUM growth of $14 million in 2016, he’s certainly not lagging there, either.
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Wise Riddell Financial Group Aligned Capital Partners Oakville, ON
Differentiating yourself from other financial advisors is always a challenge, but one way to do it is by specializing. Mark Winson’s team has helped him build a solid book of business by focusing primarily on the financial planning needs of physicians. Capitalizing on a doctor’s ability to incorporate and to generate steady income with an integrated plan for financial independence has allowed Winson to double his AUM in the past four years. An increase of $11.7 million this year brings his total to an impressive $198 million.
www.wealthprofessional.ca
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