TAYLOR STRANAGHAN
Nov 20, 2024
ANNE HODGSON, CFP ®, RRC, Executive Financial Consultant, IG Wealth Management - Investors Group Financial Services Inc, Brantford, Ontario
ANNE HODGSON “Supporting clients through their financial journey, helping them grow and...
GARY MILAKOVIC
Nov 19, 2024
THERESA MCARTHUR, Senior Investment Advisor at CIBC Wood Gundy, Dartmouth, Nova Scotia
THERESA MCARTHUR "Building Connections through Decades of Experience" With a wealth of experience gained...
TAYLOR STRANAGHAN
Nov 1, 2024
BAM SIDHU, CFP ®, CEO and Founder of Aerie Insurance Solutions in Abbotsford, BC
BAM SIDHU “People don’t plan to fail; they fail to plan” Bam Sidhu (CFP® ), CEO and Founder of...
TAYLOR STRANAGHAN
Oct 19, 2024
MARK-HENRY CHAU, CIM-MD, Conseiller principal en placement, Gestionnaire de Portefeuille, Conseils de placement privés, Gestion de patrimoine TD, à Pointe-Claire, Montréal, Québec
MARK-HENRY CHAU "Gérer les objectifs financiers avec soin" Mark-Henry Chau, CIM ® adopte une...
JANICE TUFF
Oct 18, 2024
PAUL VORSTADT, CFP®, CIM®, Portfolio Manager, Assante Capital Management Ltd., Greater Toronto Area
PAUL VORSTADT “In Search of a Better Way” Paul Vorstadt is a man on a mission. Since...
TAYLOR STRANAGHAN
Oct 18, 2024
MARK-HENRY CHAU, CIM®, Senior Investment Advisor, Portfolio Manager, TD Wealth Private Investment Advice, in Pointe-Claire, Montreal, Quebec
MARK-HENRY CHAU “Navigating Financial Objectives with Care” Mark-Henry Chau, CIM® brings a...
TAYLOR STRANAGHAN
Oct 10, 2024
CALVIN RANDELL, PFP, CIM ®, Senior Wealth Advisor, Portfolio Manager, ScotiaMcLeod, Scotia Wealth Management, St Johns, Newfoundland
CALVIN RANDELL and MICHELLE RANDELL Calvin Randell (PFP, CIM® ) joined Scotiabank in 1983 as a management trainee, eventually spending...