SPECIAL REPORT
TOP 50 ADVISORS JOHN RATHWELL
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Rathwell Financial HollisWealth, a division of Industrial Alliance Securities Red Deer, AB
Currently celebrating 30 years in the wealth management industry, John Rathwell moved up 10 places on the Top 50 Advisors list, from number 37 last year to number 27 this year, thanks in part to 7% growth of his AUM to $153 million. Becoming a portfolio manager is one of Rathwell’s many goals for 2019. “I also want to grow our business, hire a tax preparer to complete tax returns for our clients and have our clients become raving fans and be confident in referring us to their friends and family,” he says. And while he plans to be in the industry for the next decade, Rathwell already has his eye on training the next generation. “My main goal is to mentor my three kids in becoming well established financial planners in Central Alberta,” he says.
PAUL GREEN
25 CORY GARLOCK TD Private Wealth Investment Advice Ottawa, ON
Cory Garlock saw his AUM grow by 52% in 2018, putting his total just shy of $100 million. Garlock originally entered the industry after participating in a stock challenge back in high school. Now, after witnessing such impressive growth, he’s laser-focused on reaching new heights. Although he’s already been nominated for Young Gun of the Year at the 2017 Wealth Professional Awards, Garlock believes he won’t truly reach the pinnacle of his career until the next decade.
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Green Private Wealth Counsel Harbourfront Wealth Management Woodstock, ON
Thanks to steady growth in both his AUM and client base over the past year, Paul Green earned a place on this year’s Top 50 Advisors list. Green, who has been in the business for 25 years, is currently focused on expanding family-office offerings to his clients. In doing so, he’ll have to navigate the many challenges that are top of mind for advisors today, including “volatile markets, fee compression, aging client demographics and technology.” Outside of his role as an advisor, Green is a proud supporter of the Youth for Christ Foundation.
www.wealthprofessional.ca
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11/01/2019 5:40:23 AM