Click on the images below to enlarge
Professional PlannerAugust 9, 201711.51am
On Practice
Apt Wealth looks internally for growth with the ‘right’ capital sources
National financial advice firm Apt Wealth is looking for the next stage of its growth, one that involves using capital sources that share a long-term, multi-generational vision. Having just added several new equity partners who have built their careers at the company, CEO Andrew Dunbar says he knows he's partnering with people who share the same values and vision for the firm.
Chris DastoorApril 2, 2026
