COVER STORY

Continued from page 15

Fast forward 11 years. To is now a family enterprise advisor specializing in holistic tax and estate planning at Richardson Wealth in Vancouver, B.C. She’s worked hard to get there. To remembers the early days of her career arriving at 5 a.m. before markets opened and volunteering extra hours.

As a young advisor with a focus in estate planning, she works with a lot of older clients. Recently, she helped a 65-year-old woman gain her financial footing again after a disastrous divorce settlement.

“Clients are able to see past the age difference if you have confidence in the advice you give and you know what you’re talking about,” she explains.

Ready To Take Off

Jenna Wilmot-Anderson, 27, a financial advisor with Wilmot Financial Insurance & Investments in Fergus, Ont., says she’s excited to start serving clients. She passed the LLQP exam in December 2022 and, with her newly minted government-issued licence in hand, is ready to get to work. She already has a few potential clients lined up.

“I kind of feel like one of those toy cars you rev backwards and when you let go it just takes off!” she says.

This is career number two. With a university background in health administration and human resources, she worked for a retirement home for a couple of years. But by 2021, she was ready to leave. For the first time ever, she hated her job.

Fortunately, her parents, Del and Suzanne Wilmot, had an idea. With 30 years in the industry, they persuaded her to try working for the family business. At first she wasn’t convinced, but eventually she decided to give it a try. It turned out that many of her skills from health care were transferable. For example, products enabling home care can make a huge difference for elderly clients and their families.

“I’m able to pursue my passion for geriatrics through financial advising, so that’s been really awesome,” she says. “I’m incredibly excited to be in this industry!”

Lang at Branstone has learned plenty by working alongside family, too. She and her mother often spend 16-hour days together as they drive to Red Lake, Dryden, Kenora, and Fort Frances for in-person meetings. But every bit of experience helps her gain confidence and respect.

“I’ve been doing this for six years now, and I’ve changed [clients’] opinion of young advisors in the business,” she says. “Clients really know I’m here to stay.”

Adriano Beghin, CLU, CHS

Pankaj Bhatia, PFA , CHS

Nannette V. Britanico, CLU, CHS

Shelley R. Chanut, CHS

Tyler Clark, CHS

Delicia B. Drever, CHS

Sam Dutta, CLU, CHS

Katherine F. Ellis, CHS

Dongwen Huang, CLU, CHS

Muhammad Arshad Hussain, CLU, CHS

Sarah Jarjour, CHS

Li Jiang, CLU, CHS

Laeya Sooyeon Kim, CHS

Frances F. Kwok, CLU, CHS

Mark T. Livingstone, CHS

Tyler Allan Martin, CFP, CHS

Yinghui Meng, CLU, CHS

Anitab W H Mok, CHS

Boopathy Padmanaban, CLU, CHS

Lianne Y. Pereux, CLU, CHS, BSW

Adam Daniel Peros, CHS

Michael Radakovic, CHS, BSc.

Nalini Rajendram, CLU, CHS

Joel Robertson, CHS

Sarah Robertson, CHS

Paula Rooney Keane, CHS

Oliver Ruivo, CFP, CLU, CHS

Matthew S. Ryper, CHS

Yin Shen, CLU, CHS

Yin Shen, CLU, CHS

Andrew H. Sheppard, CFP, CLU, CHS

Zachary A. Sikorski, CHS

Scott A. Skjei, CFP, CHS

Luke J. Steeden, CHS

James Francis Stewart, CHS

Tatyana Subbotina, CLU, CHS

Naz Sukhram, CLU, CHS, CEA

Nicholas B. Thompson, CHS

FenFang Tong, CLU, CHS

Travis Blake Witt, CLU, CHS

Ya Nan Ruby Zhang, CHS

Award 2022