Testimonials
Paul Richardson, Vice President, Investment Advisor
TD Wealth Private Investment Advice
“Brian has done it all in the business. I just read a recent article on grid payouts he put out. His insights are valuable. I had the privilege of working at Midland while he was there. Read his stuff, hire him as a coach. It pays for itself.”
Randy Ambrosie, President & Chief Executive Officer
MacDougall, MacDougall and MacTier
“I have known Brian since 1994 when we were colleagues at Midland Walwyn. During those early days and throughout my career Brian has proven to be a tremendous mentor, supporter and friend. Brian’s deep understanding and care for advisors has made Brian one of the industry’s most effective long term leaders.”
Bill Packham, Executive Managing Director, Wealth Management
Desjardins Group
“I have known Brian Curry for nearly twenty years of which many were spent on the Executive Committee at Midland Walwyn Capital Inc.
Brian has extensive experience in the investment industry with demonstrated leadership in the wealth management side of the business, combining a good balance of strategy and execution. He thoroughly understands and is able to respond to the diverse issues affecting the business.
Brian possesses strong sales and marketing skills. He has been a coach and mentor to sales managers and investment advisors and has earned their trust and respect. He has also developed unique insights into the psyche of the “IA” and brings a “Brokers First” approach to management.
Brian’s sound reputation for driving the brokerage business has served him well as a leader within the investment industry.”
Tim Morton, First Vice President, Investment Advisor
CIBC / Wood Gundy
“I have worked closely with Brian Curry over my thirty year career in the investment business. Brian has a tremendous knowledge of the private client environment. As a sounding board and a positive force in my business development, he has been instrumental. Brian seeks opportunities for others with a clear and focused analysis.”
Lynn Curtin Lange, BMath, CMA
Branch Manager, Financial Advisor,
North Shore Wealth Management, Manulife Securities
“I’ve worked with Brian Curry, CHG and Associates, to build my agency with like minded professionals. He has demonstrated how the results of a targeted recruiting plan can make an impact. Brian’s extensive recruiting knowledge and expert counselling of advisors through transition can have a huge impact on any practice.”
Kenneth A. Dick, BA, CIM, CFP
Associate Portfolio Manager
Canaccord Wealth Management
“I have known Brian for over 20 years as a colleague, friend and mentor. Brian has always provided me with unbiased advice when it came to my practice and continues to do so today. His experience in the private wealth industry in Canada is widespread and his knowledge of how to motivate the advisor is second to none that I have met in the industry. I would endorse his services to both investment dealers and advisors as he is an iconic leader in our industry.”
Ana Escubedo, Former National Marketing Manager
Midland Walwyn Inc.
“Having worked with Brian Curry for years, I can attest to his ability to lead and inspire. Brian is the “go-to” person if you seek a creative solution to a complex problem. His determination and professionalism make him a tremendous ally and just the person that you need on your team.”
Tom Williams, Senior Vice President and Head of Growth and Development
Raymond James
“Brian hired me into the business in the mid-nineties when he was in the role of National Sales Manager at Midland Walwyn Capital Inc. Throughout my career I have always considered Brian to be a leader and someone who has great understanding of this ever-changing industry. I have witnessed his strategic approach to successfully hiring and motivating investment advisors, developing an excellent organizational culture for employees and achieving exponential growth for the firm. These talents would be valuable to any financial professional, corporation or industry related organization.”
James P. McClocklin, Chairman & Co-Founder
Linell Capital Inc.
“I have known Brian Curry since 1994. He is a seasoned and dedicated management professional with a strong focus on both strategic and tactical execution. He has a keen sense and awareness of advisor needs and their growth plans. He is one of the most knowledgeable and professional senior executives in the investment industry today. He has been a mentor and coach to many senior advisors in the industry today.”
John Callaghan, FCSI, Investment Advisor
Manulife Securities
“Brian Curry is one of those long standing and accomplished statesmen of the Canadian financial landscape who has offered much and has still more to offer..
His career has spanned close to 40 years and has afforded him insights and wisdom of the financial industry that only such a tenure could afford.
I have known Brian for 7 years but knew of him and his dynamic industry repute in my prior role as a Divisional Director at a major Canadian bank owned brokerage.
The experience Brian has gleaned as both a broker / manager and latterly a senior strategic executive has given him insights that are clearly and personally delivered to his clients and various others ..
Having consulted with Brian on specific projects in the past and experiencing the satisfaction of his timely and definitive results would say he is eminently qualified to navigate any enquiring broker or manager through the every increasing complexities of the financial services horizon.
One of Brian’s favourite expressions is ;”Boots to the ground”.! An apt description of the precise execution he applies to his many varied projects.”
Sylvain Perreault, Cheif Operating & Compliance Officer
Desjardins Securities Inc.
“I’ve worked with Brian while he was Head of our Ontario Operations. He is an expert in wealth management and knows the insdustry inside out. Brian is a “people person”, fun to work with and always fully dedicated to developing the business and helping out the IAs. He is a leader with deep ethics and always results-oriented.”
Michael Graham, Ph.D., President
Michael Graham Investment Services Inc.
“Brian Curry possesses a truly exceptional knowledge of the Canadian investment industry. On the sales and marketing sides, in particular, I would submit his understanding is unrivalled. More recently, I’ve reminded myself of the expert counsel Brian is capable of providing at the industry’s grassroots level – to financial advisors and sales representatives on improving and building their businesses, on where they might better or best be fitted within the industry, the way they should most equitably be compensated, the career challenges they should aspire to, etc.”
“I need hardly add how valuable Brian’s counsel and service are in a time of sweeping industry change and consolidation. The deployment of savings, the raising of capital and the challenge of ensuring the adequacy of retirement savings are making investment stewardship more challenging, and fulfilling then ever. Mr. Curry has much to offer, on all these counts and more. I wish him all the success he deserves and is capable of bringing to Canada’s challenging and dynamically-evolving investment industry.”