SPECIAL REPORT
RISING STARS 2021
THE INDUSTRY’S NEXT GENERATION YOUNG PROFESSIONALS working in the Canadian wealth management industry have been forced to navigate choppy waters at an early juncture in their careers. The COVID-19 pandemic sparked a market crash in March 2020, workforces went remote, and investors were left biting their nails and questioning their portfolio decisions. However, the tumult allowed skilled advisors of all ages to rise to the occasion. For up-and-coming wealth professionals, it was a chance to prove they had the ability to thrive. Whether it was rebalancing portfolios, taking advantage of market dislocations, designing new products or talking panicked clients through their financial plan, young profes-
“Most people fail because they give up what they want most for what they want now. My main job is to help individuals not to forget what they want the most” Josue Dubon, DesignWealth sionals across the country excelled. To uncover the bright young stars who shone during a particularly testing year, WP cast its net far and wide. Whatever happens next in the careers of these 38 exceptional
THE 2021 RISING STARS BY JOB TYPE
20
Advisor
39%
Portfolio manager
16%
Financial planner
13%
Sales/product development
11%
Associate advisor
5%
Analyst
5%
Other
11%
Rising Stars, it’s clear recent events will stand them in good stead.
Relationships first Hand-holding is a big part of an advisor’s job. Of course, if a client’s portfolio strategy and financial plan are sound, conversations are generally easier to have, but in the midst of a recession, being concerned about your future is a natural reaction for most people. Josue Dubon understands this. A wealth mentor at DesignWealth in Victoria, BC, Dubon recognizes that humans are complex, and he strives to help his clients be better with their money by understanding what motivates their behaviour. “Most people fail not because they don’t have the [financial] skills or they don’t have the mindset,” he says. “Most people fail because they give up what they want most for what they want now. My main job is to help individuals not to forget what they want the most. Our approach is a little more on the human side than the financial aspect.”
www.wealthprofessional.ca
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