THE CI INVESTMENTS AWARD FOR
TOP ADVISOR OFFICE FEWER THAN 10 STAFF WINNER The Latremoille Group (Richardson GMP)
FINALISTS Caring For Clients CWP Financial Services (Sun Life Financial)
Popowich Karmali Advisory Group (CIBC Wood Gundy)
Racine-Marcotte Advisory Group (RBC Dominion Securities)
Summit Private Wealth (Mandeville Private Client)
Tina Tehranchian Team (Assante Capital Management)
WCBG Wealth Management and Planning Consultants White LeBlanc Wealth Planners (HollisWealth)
PROUDLY SPONSORED BY
CI Investments is one of Canada’s largest investment management companies. CI provides one of the industry’s widest selections of investment funds and leading portfolio managers. Our investment management expertise is available through several different platforms, including mutual funds, managed solutions, guaranteed solutions and alternative investments.
THE CHALLENGES that come with running a small office have been met head-on by the tight-knit team at the Latremoille Group, and they celebrated in style after their awards success. Many of the team’s members have worked together for years, and the bond between colleagues is clearly a strong one. “I was hopeful we would win – I’m so proud of my team because it’s a real team effort,” said director and wealth advisor Susan
“We work really closely together, and everyone has a really important role and just pulls together” SUSAN LATREMOILLE The Latremoille Group
Latremoille. “We work really closely together, and everyone has a really important role and just pulls together. They have worked with me for the last 25 years!” “In this business, the work is really a team effort, and if a team is pulling together, we really want to recognize that,” said Jodi deMunnik, regional sales manager and senior vice-president at award sponsor CI Investments. “In this day and age, the administration and regulatory requirements for our business are probably quite heavy for a small office, so spreading that workload and still doing what’s right for the client, and taking care of their financial well-being in an environment where there’s a lot of administration, I think that’s a challenge.”
Susan Latremoille and the team at The Latremoille Group
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Jodie deMunnik CI Investments 44 44
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WPA18 Commemorative Guide-SUBBED.indd 44
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