

ANTHONY SACHLAS, Senior Investment Advisor, at BMO Nesbitt Burns Inc., Montreal, Quebec
ANTHONY SACHLAS “Trust is the highest compliment I can receive from a client” Anthony Sachlas, Senior Investment...
TAYLOR STRANAGHAN
Apr 2


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
Mar 24


BROCK BIEBER, CFP®, CIM® Senior Investment Advisor, TD Wealth Private Investment Advice, Winnipeg MB
BROCK BIEBER “My goal is to simplify my clients' financial lives” Brock Bieber, Senior Investment...
TAYLOR STRANAGHAN
Mar 11


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