Ed Bootle of Bootle & Associates is rank 39 in Wealth Professional Canada's 2019 Top 50 Advisors
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Bootle & Associates
IG Private Wealth Management
After a career in the military, Ed Bootle shifted his focus to becoming an advisor. Now, 20 years later, he continues to find success in his second career. He obtained his CFP, which he considers his proudest professional accomplishment, and in 2018, he grew his AUM by 15% to $126 million.
While he has been working to pare down his client base, Bootle is still serving 300 clients. In 2019, he hopes to continue on that path while growing individual assets under management. He recognizes that it won’t be easy, especially given the challenges of team management, client servicing and differentiation. Still, his work so far has shown that he’s more than up to the task.
