

APRIL POTTER
Feb 10, 2022
DARCY BELL, CFP®, Financial Consultant Senior Financial Consultant, IG Financial Services Calgary AB
DARCY BELL “Life is constantly changing, which is why you need a plan, and a pro-active Advisor, that can adapt with your evolving needs...


APRIL POTTER
Feb 8, 2022
BONNIE LEMIEUX, CFP®, CIM®, Senior Financial / Coach Advisor, MD Management Ltd, Sudbury, Ont.
BONNIE LEMIEUX, CFP, CIM Senior Financial Consultant | Certified Financial Planner| Certified Coach Practitioner, MD Management Limited,...

NATALIE NOBLE
Feb 8, 2022
AMANDA TRIAN, CFA®, Associate Investment Advisor, Trian Private Wealth - iA PrivateWealth
AMANDA TRIAN "Maximizing Every Moment, Embracing Each Opportunity, and Honouring the Responsibility in Growing Clients’ Wealth" In life,...


APRIL POTTER
Feb 4, 2022
PAUL BOURGEAULT, CFP®️, RRC®️, CLU®️ Executive Financial Consultant, IG Private Wealth Management
“Discover a truly synchronized approach to protect and build your wealth.” Executive Financial Consultant Paul Bourgeault’s personal...

MICHELLE GROSSMAN
Feb 4, 2022
MARK WHEATON, SENIOR FINANCIAL AND ESTATE PLANNING ADVISOR ASSANTE WEALTH MANAGEMENT
MARK WHEATON "Karma and Creating Happy Clients" There's a little something known as the golden rule: treat others as you wish to be...


Suzen Fromstein
Feb 3, 2022
AARON UI, CFP, FOUNDER of AU FINANCIAL GROUP Financial Solutions. Professionals & Business Owners
AARON UI “Financial Advice with Aloha” The “Aloha” philosophy of life manifests itself in what anthropologist, Leslie Turnball,...


NATALIE NOBLE
Feb 3, 2022
MICHAEL GIBBS, CFP, FMA, Wealth Advisor, Baun Investment Group, Wellington-Altus Private Wealth
MICHAEL GIBBS "Meaningful connections, an ever-lasting love of finance, and the reward in helping others" On an early morning in Calgary,...