APRIL POTTER
Feb 21, 2023
Charlie Conron, Chief Technology Officer, Life Design Analysis Inc., London, Ont.
CHARLIE CONRON “Forward-thinking solutions to help Life Insurance Advisors increase sales, save time and automate compliance.” CHIEF...
NATALIE NOBLE
Feb 17, 2023
MITCHELL ROSENBERG, CIM®, Portfolio Manager, Rosenberg Wealth Management, Raymond James Ltd.
MITCHELL ROSENBERG CIM® "The Art of Portfolio Management and Strategic Investment" Mitchell Rosenberg, Portfolio Manager with Rosenberg...
GARY MILAKOVIC
Feb 17, 2023
MILOS PEJOVIC & PETAR PEJOVIC, Senior Portfolio Managers with Wellington-Altus Private Wealth
PETAR PEJOVIC & MILOS PEJOVIC "There’s no substitute for hard work" Milos Pejovic & Petar Pejovic understand the power of money from two...
NATALIE NOBLE
Feb 17, 2023
MATT MCCLURE, CFP®, Senior Financial Consultant, IG Wealth Management, Orangeville, Ontario
MATT MCCLURE Elevating Client Service: A Balance of Big Picture Planning and Intricate Technical Expertise Matt McClure, CFP® and Senior...
NATALIE NOBLE
Feb 16, 2023
CHRIS MARTIN, CIM, FEA, at Friesen Capital Management with Richardson Wealth, Calgary, Alberta
CHRIS MARTIN “Our professional network brings absolute clarity to any challenge, giving families valuable options to work with.” For...
JANICE TUFF
Feb 15, 2023
MARC SABOURIN, CFP®, CIM®, Senior Wealth Advisor, Harbourfront Wealth Management
MARC SABOURIN “Shining a spotlight on financial education and reaching your retirement goals” Marc Sabourin loves lightbulb moments....
JANICE TUFF
Feb 10, 2023
DEAN BRADSHAW, Senior Investment Advisor, Cresco Wealth Management,Wellington-Altus Private Wealth
DEAN BRADSHAW “Building wealth goes beyond simply investing” Long before Dean Bradshaw began his career in wealth management, he planned...