SUZEN FROMSTEIN
Jul 12, 2022
NEAL OWEN, PRESIDENT, BLUEROCK WEALTH MANAGEMENT “Confidence, Clarity & Peace of Mind”
NEAL OWEN In every life, certain unexpected moments can occur that instantly change everything. For Neal Owen, one such moment came in...
JANICE TUFF
Jun 20, 2022
BILL SPENCE, Associate Consultant, IG Private Wealth Management, Lloydminster, Alberta, Canada
BILL SPENCE In 2011, Bill Spence, a teacher for nearly two decades, was considering a career change. Bill had been a client of IG Wealth...
SUZEN FROMSTEIN
Jun 9, 2022
JONATHAN DAVIES, CFP® Senior Financial Consultant, IG Wealth Management Halifax, Nova Scotia, Canada
JONATHAN DAVIES "Building A Rock-Solid Financial Foundation" American newscaster, David Brinkley, once said, “A successful person is one...
NATALIE NOBLE
Jun 8, 2022
KATHERINE PARSONS, CFP®, Investment Advisor, Parsons Financial Group - iA Private Wealth
KATHERINE PARSONS "Working Together to Make our Clients’ Dreams a Reality" In 2019, Katherine Parsons, CFP®, Investment Advisor at...
NATALIE NOBLE
Jun 8, 2022
TRACEY CURTIS, CFP®, CIM®,FEA™, Wealth Advisor, Investment Advisor, Richardson Wealth
TRACEY CURTIS “I’ve always been driven to help people, and that’s just who I am.” There’s a theory that people often exhibit the tendency...
Suzen Fromstein
May 24, 2022
DOREEN (DEE) GREGSON, CLU, CH.F.C., CFP®, Gregson Insurance, The Co-operators, N. Vancouver, BC
DOREEN (DEE) GREGSON, CLU, CH.F.C., CFP® “Two Score & Ten More” – 40 years on… When I asked Dee Gregson, a 40-year insurance and estate...
GARY MILAKOVIC
May 23, 2022
BRAD GROSS, CIM, Senior Wealth Advisor, Wellington-Altus Private Wealth, Swift Current, Saskatchewan
BRAD GROSS "Stability and integrity" For some clients, building a financial plan is stressful. They see market instability, and fear what...