

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...

SUZEN FROMSTEIN
Oct 8, 2021
KEVIN J SAMPSON, CFP®, RRC®, CEA, FINANCIAL CONSULTANT, IG WEALTH MANAGEMENT (IGWM) OTTAWA, ONTARIO
KEVIN SAMPSON “Keep the Best and Change the Rest” New York Times Best-Selling Author, Dr. Frank Lipman, once said, “…health is more than...


SUZEN FROMSTEIN
Oct 4, 2021
JOHN MOAKLER, CFP, CLU, Financial Planner & Bestselling Author, "Heal Thy Wealth®"
JOHN MOAKLER Financial planning exclusively for Doctors, Dentists, and Business Owners. Speaker, bestselling author of Heal Thy Wealth®...


NATALIE NOBLE
Sep 30, 2021
NOAH BELCHER, ,CIM®, CFP®, FCSl®, Investment Advisor, iA Private Wealth, Belcher Wealth Mgmt.
Noah Belcher, BBA, CIM®, CFP®, FCSl®, Director, Private Client Group, Investment Advisor, iA Private Wealth and Insurance Advisor,...


NATALIE NOBLE
Sep 29, 2021
DANIEL PELTZ, CFP®, CIM®, Wealth Advisor, IG Wealth Management, Toronto, Ontario
DANIEL PELTZ "Applying a natural passion for wealth management and financial planning to make the best impact on the lives of clients and...