LAKSHMI PILLAI, PFP®, Senior Investment Advisor, Manulife Wealth, in Oakville, Ontario
JON HELM, CFP ®, Senior Wealth Advisor, Helm Financial, Raymond James, Victoria, British Columbia
JENNIFER HOCHSTEIN, Senior Vice-President & Regional Manager, British Columbia, Wellington-Altus Private Wealth
ROB SAGER, Senior Investment Advisor, BLAIR FINGLAND, Associate Investment Advisor, & HEIDI YANDT, Senior Investment Advisor, Sager Fingland Wealth Management TD Wealth Private Investment Advice
IAN KEITH, CEBS, Group Insurance & Pension Advisor, 360° Health Benefits Inc., Ottawa, Ontario
JASON RIETZE, CIM®, FCSI®, & LOUISE DUKE, CFP®, LLQP®, CEA®, Senior Investment Advisors, TD Wealth Private Investment Advice, Greater Sudbury, ON.
Jeff Christian, CPA®, CA®, CIM® and Corey Philp, CPA®, CA®,CBV ®, Senior Wealth Advisors, Scotia McLeod, Halifax, NS