

TAYLOR STRANAGHAN
May 12, 2024
LAURA PARADISO, CIM ®, Senior Wealth Advisor and Associate Portfolio Manager, Scotia Wealth Management, Toronto, Ontario
LAURA PARADISO “Integrity means prioritizing transparency and client needs” Laura Paradiso, CIM® , Senior Wealth Advisor & Associate...


TAYLOR STRANAGHAN
May 12, 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 10, 2024
GEOFF FUNKE, BSc, BA, FEA, Senior Wealth Advisor, Scotia Wealth Management, Surrey, BC
GEOFF FUNKE “I've always been a proponent for giving back and engaging in philanthropic endeavours” Step into the world of Geoff Funke,...


APRIL POTTER
May 9, 2024
OMER NAEK, Pl. Fin., Senior Financial Planner, Gestion Omer Naek Inc, Montreal, Quebec
OMER NAEK “Life is constantly changing; you need a proactive Advisor who will...


GARY MILAKOVIC
May 8, 2024
GREG FLOWER, CFA®, Founder and Portfolio Manager, Red Barn Investment Counsel, Calgary, Alberta
GREG FLOWER "A different kind of investing" Greg Flower, CFA, Founder and...


TAYLOR STRANAGHAN
May 7, 2024
CASPER KLECZEK, Business Development Manager, Global X, Toronto, Ontario
CASPER KLECZEK “I aspire to be known for trustworthiness, providing value, offering honest product feedback, and assisting with social...


GARY MILAKOVIC
May 6, 2024
JOHN REYES & GILLIAN SEGUIN, Wealth Advisor and Associate Wealth Advisor, Reyes Group, iA Private Wealth, Calgary, Alberta
JOHN REYES & GILLIAN SEGUIN "An unconventional approach to success" When meeting John Reyes, Wealth Advisor, and Gillian Seguin CIM®,...