DANIEL MONDOU, CIM, Senior Wealth Advisor, CIBC Wood Gundy in Guelph, Ontario
DANIEL MONDOU "Our conversation always starts with protection before performance. How do we protect what you have spent your life building, while also intending to grow it?" Daniel Mondou was sixteen when he had a first glimpse of his future. Sitting in his high school Introduction to Business class, he recalls already feeling some fluency in the language of stocks, bonds and investing. “I do remember this kind of emotional boost and excitement when it came to my business cla
CARMEN MORGAN
18 hours ago
CHRIS PAOLINI, Investment Advisor, RBC Dominion Securities, Toronto, Ontario
CHRIS PAOLINI " Thoughtful strategy that creates real results for families." The perception of wealth management professionals as number crunchers fixated on the markets no longer holds up. While the technical expertise required to protect and build client wealth is a given, exceptional Advisors go beyond the numbers to humanize the client experience. “In my practice, the first thing I want to do is take care of you and your family, treating you as
NATALIE NOBLE
Jun 12
