spécialiste en gestion du patrimoine

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.