Chicago, Illinois – May 10, 2019 – Carson Coaching, the nation's premier financial advisor coaching program, is thrilled to announce that Endeavour Wealth Management has won its 2019 Emerging Firm of the Year Award. Carson Coaching, a consulting company that provides coaching for financial advisors all over the country, annually honors a financial planning firm from among its members that has shown outstanding growth and significantly enhanced its service to clients and the community.
Grant White, Portfolio Manager and Investment Advisor at Endeavour, received the award May 10 in Chicago, Illinois, during Excell 2019
Carson's annual conference attended by over 1,000 of the best and brightest in the financial industry. Endeavour, a firm located in Winnipeg, Manitoba, Canada, was chosen from among some of the top wealth management practices in the nation. The last year was a big one for White and his team – his advisory team added two new advisors, left its bank-owned dealer and started its own independent business in partnership with IA Securities.
Leaving its dealer gave the firm more options in the services it could provide clients. Its new hires increased the number of client-facing stakeholders, and the firm nurtured a culture of treating the client as stakeholders would like to be treated.
The firm's mission is to lead change and move industry standards forward by providing unparalleled financial services and experiences, utilizing transparent ethical business practices, leading by example and encouraging other professionals to do the same.
Carson serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The conglomerate of companies offers coaching and partnership services to advisor firms and straightforward financial advice to the investing public. All three organizations are headquartered in Omaha, Nebraska, and share a common mission to be the most trusted for financial advice.
For more information, visitwww.carsongroup.com.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.
Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Carson Group Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Group Coaching does not provide advisory services. This document has been prepared by Carson Group Partners. iA Securities is a trademark and business name under which Industrial Alliance Securities Inc. operates.
When planning for retirement in Canada, one decision many face is whether to commute their pension. Commuting a pension means taking the present value
January 13, 2025
Let’s face it—financial stress is real. That uneasy feeling, the constant worry about where your money is going or if you’ll have enough...
January 6, 2025
Have you ever felt overwhelmed by the sheer volume of financial advice out there? Whether you’re navigating early-stage investing, planning for retire
December 30, 2024
Download your free guide to financial freedom.
Download your free guide to learn how you can protect your retirement savings with a Personal Pension Plan.
Download your free guide to help ensure you don’t run out of money.
Download your free guide to learn how to ensure your portfolio and plan stay on track.
