SPECIAL REPORT
RISING STARS BRANDON YANCHUS Financial planner IG Wealth Management Age: 30 Years in the industry: 8
After graduating from university, Brandon Yanchus followed his entrepreneurial spirit into the wealth management industry. “I saw the value of the work and the impact I could have on clients’ lives as a financial planner,” he says. “I want to make a lasting impact within my community, and I believe that multi-generational wealth planning does exactly that.” Yanchus is a firm believer that being successful in this industry means going above and beyond for clients. “It’s not just a business – it’s about investing in the client experience and valuing relationships,” he says. “Nobody wants to be a number at an institution – clients want tailored, timely and professional service through their various life stages. I believe the value we add as wealth professionals should significantly enhance our clients’ lives in countless ways.” By building his business with a focus on relationships, Yanchus believes he can combat the pervasive lack of public awareness around the role of a financial advisor. “Young people and seasoned professionals entering the industry face a very similar problem; no one knows who they are or what they do for clients,” he says. “New advisors need to be constantly marketing themselves in order to attract and grow their practice – and that marketing effort mustn’t ever stop, but simply adapt to changing landscapes.”
KARL NOUR Investment advisor and insurance advisor Nour Private Wealth Age: 31 Years in the industry: 7
Karl Nour began his career in wealth management after following his older brother, Elie, into the business in 2013 and moved with him when Nour Private Wealth was relaunched as a fully independent firm in 2018. “I joined the industry under the guidance and mentorship of my older brother, who is an extremely successful advisor,” Nour says. “I was inspired by his dedication to his clients’ overall happiness and experience.” At just 31, Nour has already been recognized multiple times for his performance in the industry. In 2019, he cracked the Wealth Professional Top 50 Advisors list, coming in at number 46. Later that year, he was a finalist for Young Gun of the Year at the Wealth Professional Awards. Yet Nour says his biggest highlight has been his ability to polish his skills during a period of transition. “One thing that I am proud of was the ability to grow my skill set and practice while overcoming all the obstacles of moving from Montreal to Oakville,” he says. “We operated from four different offices in a year and a half until finally settling in our current office. The greatest success so far is attributed to launching our independent dealership in September 2018.” For Nour, hard work, determination, persistence, humbleness, and the ability to accept constructive criticism and learn from mistakes are all vital qualities for success in this industry. He also puts a high priority on continuing education – he’s currently working on completing his CIM and has his sights set on earning his CFP in 2021.
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STEVEN FURTADO Investment advisor Zagari, Simpson Wealth Management/ Mandeville Private Client Age: 33 Years in the industry: 5
Being nominated for the Young Achievers Award at the 2020 Wealth Professional Awards isn’t the only recognition Steven Furtado has received. In 2019, he was also a finalist for the Rising Star Award at the WP Awards and was named the Knowledge Bureau’s Distinguished Advisor of the Year. Yet for Furtado, success is measured in his interactions with clients. “I think every advisor would agree with me when I say my greatest success has been every client who has thanked me for playing a key role in helping them achieve their own personal, professional and financial goals,” he says. Furtado traces his interest in the industry to his childhood. “Investing and money management was a priority ingrained in me at a young age thanks to my parents, who came to Canada in the 1970s with very little,” he says. “My passion for entrepreneurship and investing continued to grow as I spent nearly 15 years working and operating our family business.” Today, nurturing his entrepreneurial spirit is one of Furtado’s primary motivators. “I am an entrepreneur at heart, and I am exactly where I want to be,” he says. “This career has given me the opportunity to co-invest alongside my clients in their goals, allowing me to invest my time and my ideas into their plans, their goals and their success. I want to continue having the privilege to build a business based on helping clients build theirs.”
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21/08/2020 3:44:11 AM