

JONATHAN LESYK, CFP®, Financial Advisor, Raymond James Ltd in Edmonton, Alberta
JONATHAN LESYK “Offering tailor-made, transparent, and unbiased advice” Jonathan Lesyk (CFP®), Financial Advisor at Raymond James Ltd is...
TAYLOR STRANAGHAN
May 14, 2024


MICHELE SANTOS, PFP®, Senior Financial Advisor, Wellington-Altus Private Wealth in Kamloops, BC
MICHELE SANTOS “Helping you make your money make sense” Michele Santos (PFP®), Senior Financial Advisor at Wellington-Altus Private...
TAYLOR STRANAGHAN
May 12, 2024


TANIA KVAKIC, CFP®, CRPC® Vice-President/Financial Advisor, Phoenix, AZ. RBC Wealth Management
TANIA KVAKIC “Wealth - From Both Sides of the Balance Sheet” Tania Kvakic , Senior Vice-President,...
SUZEN FROMSTEIN
Apr 8, 2024


SHAMSH MOOSA, CIM ®, Senior Wealth Advisor & Portfolio Manager, The Moosa Group, Scotia Wealth Management, Edmonton. Alberta
SHAMSH MOOSA “Finding solutions to problems and providing peace of mind is what excites me” Around the age of 18, Shamsh Moosa, Senior...
TAYLOR STRANAGHAN
Mar 20, 2024


AMER RASUL, CPA, CA, MBA, Corporate Financial Advisor, Toronto, ON
AMER RASUL Almost every great leader owes much of his or her success to the contributions of a supportive team. Andrew Jackson had his...
ELLEN POSNER
Mar 13, 2024


JENNIFER LEE-OWE, Consultant, IG Wealth Management, Investors Group Financial Services Inc, Calgary, AB
JENNIFER LEE-OWE "Connection is the heart of lasting client relationships" Jennifer Lee-Owe, Consultant with IG Wealth Management...
GARY MILAKOVIC
Feb 21, 2024


ROD FRIESEN, CIM®. PFP, Investment Advisor, Cresco Wealth Management, Wellington-Altus Private Wealth, Grande Prairie, Alberta
ROD FRIESEN "Honest, transparent, accountable – and that’s the truth" Rod Friesen, CIM®, PFP, Investment Advisor, at Cresco Wealth...
GARY MILAKOVIC
Feb 4, 2024