

MARY A STEWART, CFP, EPC, Senior Wealth / Investment Advisor, iA Private Wealth, Vancouver, BC
MARY STEWART “I loved this business right away. I fell in love with the possibilities of putting a...
CARMEN MORGAN
Mar 3


Rafael Tirado, Yannik Lalonde et Étienne d’Alcantara, conseillers principaux en gestion de patrimoine, Scotia McLeod, Montréal, QC
Yannik Lalonde, Étienne d’Alcantara et Rafael Tirado "Aucun raccourci sur le chemin de la réussite" Rafael Tirado...
GARY MILAKOVIC
Feb 25

EVAN RIDDELL, BSc, CFP® , RRC; Wealth & Investment Advisor, Riddell Wealth Management, Richardson Wealth, Victoria, BC
EVAN RIDDELL “There’s nothing more gratifying than showing a client that the...
CARMEN MORGAN
Feb 24


SARAH MURPHY (CIM), Senior Wealth Advisor, The Murphy Investment Group, CIBC Wood Gundy in Oakville, Ontario
SARAH MURPHY “I create an environment where clients feel at ease and well cared for” Sarah Murphy (CIM), Senior Wealth Advisor for...
TAYLOR STRANAGHAN
Feb 22


ROBERT J. OGLOFF, CFP®, CPCA, Financial Planner, Sun Life, in Grand Forks, BC
ROBERT OGLOFF “Success isn’t just about financial outcomes - it’s about gratitude...
TAYLOR STRANAGHAN
Feb 21


Andrew L. Lee, CFP, CLU, President, Certified Financial Planner®, Chartered Life Underwriter®, Investment Representative, Aspire Investments & Insurance, Edmonton, AB
ANDREW LEE “Approachable, reasonable, practical, confident financial advice for Canadians.” CERTIFIED FINANCIAL PLANNER® and CHARTERED...
ANNE POTTER
Feb 17


Ricky Rathore Co-Founder & Broker/Lawyer – RE/MAX Metropolis Realty Co & Rathore Baig Prof. Corp.
RICKY RATHORE “Creating Opportunities & Transforming Lives – ...
SUZEN FROMSTEIN
Feb 12