CARLO GAGLIARDI, Pl. Fin., CIM Financial Planner | Portfolio Manager, GQ Wealth Management Group with 3Macs, a division of Raymond James Ltd., Montreal, Quebec
CARLO GAGLIARDI “Finding your why is the first step in achieving your goals.” One of the most important questions...
JANICE TUFF
Jan 3
SIMON HALE & MICHAEL HALE, Senior Wealth Advisors, Hale Investment Group, Wellington-Altus Private Wealth, Montreal, Quebec
SIMON HALE and MICHAEL HALE "Quality from the ground up" Simon and Michael Hale are brothers...
GARY MILAKOVIC
Jan 3
JON HELM, CFP ®, Senior Wealth Advisor, Helm Financial, Raymond James, Victoria, British Columbia
JON HELM “Your Legacy is Our Priority” For Jon Helm , there is no higher calling than helping...
TAYLOR STRANAGHAN
Jan 3
OMER NAEK, Pl. Fin., Senior Financial Planner, Gestion Omer Naek Inc, Montreal, Quebec
OMER NAEK “Life is constantly changing; you need a proactive Advisor who will...
APRIL POTTER
Jan 2
KELLI COSTIGAN, CIM, CSP, MD Private Investment Counsel Portfolio Manager, MD Financial Management
KELLI COSTIGAN "Building relationships with a genuine curiosity" Few things motivate Kelli...
GARY MILAKOVIC
Jan 2
LAKSHMI PILLAI, PFP®, Senior Investment Advisor, Manulife Wealth, in Oakville, Ontario
LAKSHMI PILLAI “The goal is to empower clients with the knowledge to...
TAYLOR STRANAGHAN
Jan 2
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...
GARY MILAKOVIC
Jan 2
