

Aditya Sharma, Senior Wealth Advisor, Sharma Wealth | Partners, IG Wealth Management, Montreal, Quebec
ADITYA SHARMA ”Ninety-nine percent of Canadians and Americans don’t know what they have in their investment portfolio, and this...
CARMEN MORGAN
2 days ago


MARY A STEWART, CFP, EPC, Senior Wealth / Investment Advisor, iA Private Wealth, Vancouver, BC
MARY STEWART “I loved this business right away. I fell in love with the possibilities of putting a...
CARMEN MORGAN
Mar 10


Rafael Tirado, Yannik Lalonde, and Étienne d’Alcantara, Senior Wealth Advisors, Scotia McLeod, Montreal, QC
Yannik Lalonde, Étienne d’Alcantara and Rafael Tirado "There are no shortcuts on the path to success" Rafael Tirado...
GARY MILAKOVIC
Mar 9


JULIA BENSON CFP® CIM®, Wealth Advisor, ScotiaMcLeod, Calgary, Alberta
JULIA BENSON "Carving my own path: My personal journey to embrace diversity and conquer self-doubt"...
TAYLOR STRANAGHAN
Mar 7


EVAN INGLIS, CFP®, Wealth Advisor, IG Wealth Management in Calgary, Alberta
EVAN INGLIS “I want people to demand more from the financial professionals...
TAYLOR STRANAGHAN
Mar 6


KAREN E. SHEA, CIM®, FMA, CIWM, Senior Wealth Advisor & Portfolio Manager, CIBC Wood Gundy, Ottawa, Ontario
KAREN SHEA "Making People a Priority" Since 1997, Karen Shea, Senior Wealth Advisor,...
GARY MILAKOVIC
Mar 4


Rafael Tirado, Yannik Lalonde et Étienne d’Alcantara, conseillers principaux en gestion de patrimoine, Scotia McLeod, Montréal, QC
Yannik Lalonde, Étienne d’Alcantara et Rafael Tirado "Aucun raccourci sur le chemin de la réussite" Rafael Tirado...
GARY MILAKOVIC
Feb 25