KIM BEATON, CIM®, RIAC, Wealth Advisor, Portfolio Manager, Scotia Wealth Management, Saint John, New Brunswick
KIM BEATON "When a client finally takes that dream vacation or a widow gains the confidence to manage her own finances or a young professional starts building wealth with intention, these are the moments that are truly rewarding." Kim Beaton remembers the moment she realized wealth management would be much different than her career in economics. “I had a client experiencing personal crises and crying in my office,” says Kim. “It didn’t take long to learn that the numbers and
CARMEN MORGAN
4 days ago
HAL SIMONSON, CFP®, RIAC, MFA-P, Executive Financial Consultant, Simonson Team Private Wealth Management, Sherwood Park, AB
HAL SIMONSON "Everybody knows about the Gates Foundation, the Rockefeller Foundation, but those are all billionaires. Individuals like you and I can do this work, too. The feedback from my clients has been consistent: ‘I didn't know this was possible until you told me h ow." Hal Simonson remembers his grandfather as a brave man who landed on the beaches of Normandy on D-Day. Though he passed away when Hal was young, the idea of living a life of service was embedded in Hal’s
CARMEN MORGAN
5 days ago
