DANIEL SACKE, Portfolio Manager, Senior Investment Advisor The Sacke Group, BMO Nesbitt Burns, Toronto, ON
DANIEL SACKE “Financial planning is more of a marathon rather than a sprint” Daniel Sacke , Portfolio...
TAYLOR STRANAGHAN
Jan 9
ALEXANDR KHAN, PFP®, CFP®, Financial Planner at TD Wealth Financial Planning, Toronto, Ontario
ALEXANDR KHAN “Beyond numbers, my commitment is to enrich clients’ lives” Alexandr Khan (CFP® ), Financial Planner...
TAYLOR STRANAGHAN
Jan 8
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...
TAYLOR STRANAGHAN
Jan 7
VINCE TARANTINO, MBA, CIM®, CFP®, Senior Wealth Advisor, Founder of the Amalfi Wealth Management Team - Wellington-Altus Private Wealth, Toronto, ON.
VINCE TARANTINO “Independence is the freedom to do your best for clients.” When Vince Tarantino founded the...
JANICE TUFF
Jan 7
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...
TAYLOR STRANAGHAN
Jan 7
LOUSIE JACOBS, PFP, FMA, Senior Wealth Consultant, IG Wealth Management, Edmonton, Alberta
LOUSIE JACOBS “Prioritizing transparency and client needs. I believe that “integrity” is more than a buzz word – it’s...
APRIL POTTER
Jan 7
TANNER MICHALEK, Portfolio Manager, Senior Wealth Advisor, Scotia Wealth Management, Waterloo, ON.
TANNER MICHALEK "Instilling peace of mind through open conversations and understanding risk" Tanner Michalek has always believed in...
JANICE TUFF
Jan 6
