The Globe and Mail
May 5, 2023.
Portfolio managers in the inaugural Canada’s Top Women Wealth Advisors ranking have several key traits in common. But it’s their disciplined and holistic philosophy for investing that has guided them over the years to make sound decisions for clients.
Many also got their start in other businesses before becoming advisors, which helped form the foundation for their practices.
Originally from Panama, Cielo Carin, portfolio manager, wealth advisor and investment advisor with Cielo Carin Wealth Management Team at Richardson Wealth Ltd. in Montreal, started out as a lender to small and medium-sized businesses. She says the analytical and relationship-building skills she learned in that role benefited her as an advisor. Many of her successful commercial clients found they had accumulated personal wealth to manage and turned to Ms. Carin for help.
“Trust really is the cornerstone of what I do, what I’ve always done,” she explains.
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