Suzen Fromstein
Jan 12, 2022
CHARLINA WESTBYE, CONSULTANT, IG WEALTH MANAGEMENT, INVESTORS GROUP FINANCIAL SERVICES INC.
CHARLINA WESTBYE “Can We Just Talk?” “Fighting over family assets is usually about far more than that. Money is often how we keep a tally...
APRIL POTTER
Jan 12, 2022
PIERRE LACASSE, Owner Senior Financial Advisor CFP®, Y.K. Financial Brokers Ltd.
PIERRE LACASSE “Helping clients, their loved ones, and the organizations they care about to create and preserve wealth in a prudent, tax...
APRIL POTTER
Jan 11, 2022
SARA HALSTEAD, CFP®, CLU®, RRC®, Senior Financial Consultant at IG Wealth Management, Winnipeg, MB
SARA HALSTEAD “We are all investors; investing does not have to be risky or extremely sophisticated.” Consultant Sara Halstead has been...
NATALIE NOBLE
Jan 7, 2022
JAKE LEE, CFP®, Financial Consultant, IG Wealth Management, Vancouver, B.C.
JAKE LEE "Helping clients become wealthy and protect it." After nearly 15 years in wealth management and financial planning, Jake Lee,...
KATE BAGGOTT
Jan 7, 2022
TONY MIELE, CFP, CPCA, RRC, DIVISION DIRECTOR INVESTORS GROUP
TONY MIELE "Evolving from Transaction to Transformation" Investment planners and their clients work together for decades. Tony Miele who...
ELLEN POSNER
Dec 22, 2021
JASON HARE, CFP®, H.Bsc., OD and President and Founder of Cornerstone Wealth Planning
JASON HARE Jason Hare, CFP, H.Bsc., OD and President and Founder of Cornerstone Wealth Planning, understands that the financial world can...
GARY MILAKOVIC
Oct 28, 2021
JOEL WELCH, CFP® & Regional Director, IG Wealth Management, Dartmouth, Nova Scotia, Canada
JOEL WELCH "Making a Difference" Service and leadership are values that were instilled in Joel Welch, CFP & Regional Director, IG Wealth...