Features investment

When Emma Horgan joined Questrade Financial Group in February 2017, remote work and hybrid schedules weren’t a part of the fintech’s vernacular, let alone its operations. However, Horgan, the chief people officer, says the COVID-19 pandemic is one of the factors that’s changed how the fintech operates—and solutions put in place, such as remote and […]

Embrace change and don’t fear vulnerability. Those words may not fully summarize Troy Heflin’s career in human resources, but they have been at the forefront of his work at Volvo Financial Services over the past eight years. Heflin, the senior vice president of people and culture at VFS, is helping leadership and employees thrive as […]

John Smith enjoys digging deeply into technology and customers rave about the new app he helped develop. He likes working behind the scenes. Jane Doe, another employee, lives for personal interactions. She likes helping borrowers navigate the loan process because it can improve their lives. John and Jane aren’t real Mariner Finance employees, but they […]

Douglas DiSanti has seen firsthand the dramatic impacts of medicinal marijuana. When his grandfather was struggling with a life-threatening disease, the only time he felt relief—and could carry on a substantive conversation—was when he was given cannabis in oil and pill form. Likewise, DiSanti’s mentor and partner Yuri Sernande suffers from chronic Lyme disease, which […]

He’s long felt an affinity for Puerto Rico, the island’s residents so often volunteering for the armed services just as a younger James Schenck did as an Army aviation officer. Serve those who serve you, he emphasizes in his capacity as president and CEO of the PenFed Credit Union in McLean, Virginia. And how Puerto […]

It’s an ambitious agenda she pursues at the age of 32. Reconnecting and reconditioning a humanity that Zeenat Ali perceives as prone to separate, with misuse of social media among the culprits. Not that Ali is anti-social media. Far from it. “Social media has a lot of positives,” she tells Vision during a spirited January […]

It was a game-changer, for sure. Last May’s Murphy vs. NCAA case in which the Supreme Court by a 6-3 vote left it up to the states to decide whether they would join Nevada, Delaware, Oregon and Montana in legalizing sports betting and dealing with its ramifications. Could be a sizable pot of money with […]

While honoring each client’s confidentiality, Gerald B. Goldberg has anecdotes aplenty about the issues a household may face should the most fiscally savvy member die or become incapacitated by age, illness or injury. All too often, that person has been remiss in sharing his or her knowledge with their spouse, partner or beneficiaries. But if […]

Dino Dionne loves getting stuck in traffic. The honking horns, the inching crawl through the concrete canyons of Manhattan—none of it fazes him. Once the classical music is cued, all the day’s demands seem to vanish. In their place, Dionne brings the bigger picture into focus. What is our firm’s role in the wider financial […]

Beirne Wealth Consulting Services (BWC) very nearly has an A-to-Z list of the causes and organizations it supports—from the American Cancer Society to the Make a Wish Foundation to YMCA Strong Kids. These wide-ranging philanthropic endeavors seem a testament to the Connecticut-based firm’s core principle that corporate responsibility isn’t an obligation—it’s fundamental. “We believe that […]