The Next Chapter

It is with mixed emotions that I am letting my network know I am no longer serving as Sales Director for Financial Horizons. Not a bad way to start this new chapter as I head off to Greece tomorrow with the love of my life for a couple of weeks, but I wanted to take this opportunity to thank some of the amazing people that I was fortunate to work alongside in my time with the organization.

Jeffrey Yang When we had that phone call about bringing you on… sitting on my luggage outside the W in Montreal... I had high expectations for you, but little did I know that you would grow to be this amazing force for the advisors you work with. I have no doubt that you’ll do all you can for those in your charge.

Joanne Noseworthy Your tireless commitment to the highest levels of service, kind demeanor, and amazing ability to make the best of any situation and move everything forward without a word or a hint of complaint is truly astounding. You are the epitome of class and a testament to what anyone in a service role should strive to be.

Andrew MacNeil, CSC When you came to the sales side from contracting, you already had quite the reputation for yourself. A young, intelligent, hungry, service-minded star that left everyone you dealt with feeling heard, understood, and cared for. You have grown so much already on the sales side, always looking to improve your knowledge of the landscape, as well as your communication style to make sure that the information you’ve acquired was easily transferred to those you dealt with. I have nothing but the highest of hopes for you in whatever you do.

Dan Dunlop You epitomize a common sense approach with a focus on problem solving. You were always there to have a conversation and make sure that the goals for any advisor and their firm were fully understood, and that any and all resources that needed to be brought to bear, were. Your commitment to constant communication is so refreshing. It was a pleasure each and every time we interacted and I know that your teams are in the most capable of hands.

Nina Kavalinas I honestly don’t know how you do it. You’ve built an amazing team that espouses your proactive approach to caring about an advisor’s entire business, and striving to create an environment where they can focus on what they do and love to do best: interact with and support their clients. You’ve created a culture that can’t be overstated.

Heidi MacDonald I am so happy for you and couldn't be prouder to know you. From my first days with FH, you welcomed me into the family with open arms, were always there whenever I needed you, and you fought on the behalf of what was right, all without compromising your integrity or your commitment to FH. You probably don’t hear it enough but you’re a hero.

To the staff at the Toronto office, truly the proudest accomplishment in my time at FH is the culture that we created together. It had it’s ups and downs, but the group always pulled through. You are there for each other through thick and thin and I am humbled by the people you are and the value you bring.

Kate Armit None of that culture could be possible without you. You shared my sense of idealistic pragmatism and I can’t thank you enough for being in the trenches with us. You worked so hard to bring together ops and sales, and create a thorough respect and understanding across the silos that ultimately bore unbelievable fruit in the value-add the staff brings to advisors.

Finally, I want to thank all of the amazing advisors I’ve worked with: from those fresh off their LLQP to some of the titans of the industry. Everything I do… I do it for you. The growth I’ve seen in so many of you is what gets me up in the morning. Nothing makes me happier than seeing an advisor re-evaluate their own limits, believing that more is possible than they did the day before.

To everyone here and those not mentioned, I wish you all whatever happiness and success you desire and if you ever need me, know I’ll be there. I don’t know what's next for me, but whatever it is, be sure it will entail the same unrelenting commitment to providing the highest level of unbiased, collaborative, in-depth support to advisors and their clients.

See you around,

Graham