BRENDAN MIKKELSON, MBA, CFP®, Investment Advisor & Certified Financial Planner, WooFong Investment Group, Acumen Capital Partners, Calgary, Alberta
BRENDAN MIKKELSON “To uncover solutions and see clients light up about something they never thought they could do is pretty cool.” What do a 15-year professional hockey career and Investment Advice have in common? For Brendan Mikkelson, MBA, CFP® , Investment Advisor at Woo Fong Investment Group, Acumen Capital Partners , it’s understanding and strategically adapting to continuous change. “A big success for me in my life is that I was able to pivot from being an athlete to
NATALIE NOBLE
1 hour ago
PHIL BROOMES PFP®, FCSI®, Senior Wealth Advisor, CIBC Wood Gundy, Financial Planning, Investment Strategies, Hamilton, Ontario
PHIL BROOMES "Investing in Your Success: How Phil Broomes Supports Your Financial Journey" For professionals at the top of their game , daily work is never just a job. It’s their passion. That truth is held tightly by Phil Broomes PFP®, FCSI® , Senior Wealth Advisor with CIBC Wood Gundy in Hamilton, Ontario. “I take my role as a Wealth Advisor very seriously,” says Phil. “I am dedicated to looking after clients and their family members for the long term, staying the course
NATALIE NOBLE
2 hours ago
