

MARK-HENRY CHAU, CIM®, Senior Investment Advisor, Portfolio Manager, TD Wealth Private Investment Advice, in Pointe-Claire, Montreal, Quebec
MARK-HENRY CHAU “Navigating Financial Objectives with Care” Mark-Henry Chau, CIM® brings a...
TAYLOR STRANAGHAN
Oct 18, 2024


KEN DOW, CFP®, CIMA, Managing Partner, The Dow Group - Raymond James USA, Chicago, Illinois
KEN DOW "A solid structure is the key to longevity" Ken Dow, CFP®, CIMA, The Dow Group -...
GARY MILAKOVIC
Sep 26, 2024


GRANT MOYLE & STEVE ROWLEY, CFA, Senior Wealth Advisors, Wellington-Altus Private Wealth
STEVE ROWLEY & GRANT MOYLE " Trust the Process" Grant Moyle and Steve Rowley, Senior...
GARY MILAKOVIC
Sep 20, 2024


PAUL WETMORE, BA, CIM, CFP, TEP Investment Advisor Portfolio Manager, CIBC Wood Gundy, Vancouver, BC
PAUL WETMORE “Complex financial solutions – simplified terms.” Investment Advisor and Portfolio Manager Paul...
APRIL POTTER
Sep 19, 2024


David Harris, CFP® CIM® Portfolio Manager, Green Private Wealth, Harbourfront Wealth Management
DAVID HARRIS “Financial security comes with prudent investing, financial...
APRIL POTTER
Sep 19, 2024


Chicago's MICHAEL K. SMITH, MANAGING PARTNER, INSIGHT FINANCIAL PARTNERS
MICHAEL K. SMITH "From Financial Literacy to Financial Wellness: A...
KATE BAGGOTT
Sep 18, 2024


JENNIFER HOCHSTEIN, Senior Vice-President & Regional Manager, British Columbia, Wellington-Altus Private Wealth
JENNIFER HOCHSTEIN “Leadership with heart” As Senior Vice-President and...
JANICE TUFF
Sep 10, 2024