Features Investment

Michael Phillips – Alumni Ventures

Est. reading time: 5 mins

Say you’re a dentist in a small town in Iowa. You’ve built a successful practice, and now you’re ready to invest some of your earnings. In the past, certain private investments were essentially unavailable to you. But thanks to some forward-thinking venture capital firms, that playing field is growing more level by the year. While […]

Matthew C. Scott – CI Financial

Est. reading time: 4 mins

The acquisitions keep on coming, among CI Financial’s most recent being Dowling & Yahnke Wealth Advisors. A San Diego-based registered investment advisor, it has $5.1 billion in assets and serves over 1,300 clients, primarily individuals, families and nonprofits. Its accolades include being named to the FT 300 Top Registered Investment Advisors list each year since […]

Mike Shuckerow – Aspiration Partners Inc.

Est. reading time: 5 mins

It’s late, you’re hungry and low on gas. So you fill your tank, maybe grab a burrito or a slice of pizza and something to drink and get on with your life. And if you use your debit card, somewhere on the other side of the planet, a tree gets planted. You may never see […]

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Summer III 2022

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