Welcoming our new Regional Wealth Specialists

Complementing the support we provide to advisors across Canada, we are excited to share news about a new role and two corresponding appointments.

 

Bode Jobi joins us as the Regional Wealth Specialist for the Western Region and Andrew Carter joins us as the Regional Wealth Specialist for the Ontario & Atlantic Region. In this role, Bode and Andrew will help to develop personalized investment plans for the high net worth clients of aligned advisors.

 

Bode has over ten years of industry experience and most recently held the role of Regional Sales Director at Desjardins. Fluent in English, French, and Spanish, Bode holds both an MBA and an MSc, as well as Investment Fund of Canada (IFIC), Canadian Securities Course (CSC), and Responsible Investment Specialist (RIS) industry designations. Bode will work out of our Vancouver office.

 

Andrew began his career as a Sun Life advisor and most recently held the title of Investment Product Specialist at Sun Life—a role that enabled him to meet with advisors to highlight areas of opportunity and risk within investment markets. Andrew is a Chartered Financial Analyst charterholder (CFA) and a Certified Financial Planner (CFP). In his role as an RWS, Andrew will work out of the Financial Horizons Group office in Burlington, Ontario.

 

We are determined to provide holistic support to advisors and their evolving needs. In addition to the appointments of Bode and Andrew, we are looking to add a Regional Wealth Specialist in Quebec in the near future.

 

Please join us in welcoming Bode and Andrew to the team!