CrossPoint Financial
iA Private Wealth
Brent Vandermeer is no stranger to the Wealth Professional honour roll; he was named ETF Champion of the Year at the Wealth Professional Awards in 2016. But this year marks his first appearance on the prestigious Top 50 Advisors list.
A portfolio manager and executive director at Ottawa-based CrossPoint Financial at iA Private Wealth, Vandermeer has a record of industry experience that stretches back more than 20 years. His journey into wealth management began with an interest in finance and a love for trading stocks in college.
Because everything was digitized at his practice prior to COVID-19, Vandermeer and the rest of his team were able to transition quickly to remote work. From there, they actively reached out to all clients and have managed to do well in terms of referral and growth, which is an area where Vandermeer aims to maintain momentum.