

CARLO GAGLIARDI, Pl. Fin., CIM Financial Planner | Portfolio Manager, GQ Wealth Management Group with 3Macs, a division of Raymond James Ltd., Montreal, Quebec
CARLO GAGLIARDI “Finding your why is the first step in achieving your goals.” One of the most important questions...
JANICE TUFF
Jan 3


SIMON HALE & MICHAEL HALE, Senior Wealth Advisors, Hale Investment Group, Wellington-Altus Private Wealth, Montreal, Quebec
SIMON HALE and MICHAEL HALE "Quality from the ground up" Simon and Michael Hale are brothers...
GARY MILAKOVIC
Jan 3


Chicago's MICHAEL K. SMITH, MANAGING PARTNER, INSIGHT FINANCIAL PARTNERS
MICHAEL K. SMITH "From Financial Literacy to Financial Wellness: A...
KATE BAGGOTT
Sep 18, 2024


ROB SAGER, Senior Investment Advisor, BLAIR FINGLAND, Associate Investment Advisor, & HEIDI YANDT, Senior Investment Advisor, Sager Fingland Wealth Management TD Wealth Private Investment Advice
Blair Fingland. Heidi Yandt, & Rob Sager "Taking a team approach to your financial future" Six years ago,...
GARY MILAKOVIC
Sep 10, 2024


IAN KEITH, CEBS, Group Insurance & Pension Advisor, 360° Health Benefits Inc., Ottawa, Ontario
IAN KEITH “It’s not about making a sale, but rather building ...
TAYLOR STRANAGHAN
Sep 8, 2024


JOHN MAZZIOTTI, CFP, Division Director, IG Private Wealth, in Peterborough, ON. Offering a Full Range of Financial Services including Complete Estate Planning.
JOHN MAZZIOTTI “Bring us your dreams, and we will do the rest” John Mazziotti, Division Director...
TAYLOR STRANAGHAN
Aug 20, 2024


BRADY DOYLE, B.B.A., CIM®, FCSI, AICB, PFP, CFP®, Senior Wealth Advisor, CIBC Wood Gundy, Halifax NS
BRADY DOYLE “We’re not an investment team. We are a wealth management team” Brady Doyle, Senior Wealth Advisor...
TAYLOR STRANAGHAN
Aug 20, 2024