

TAYLOR STRANAGHAN
Jun 20, 2024
GIANNI DE PASTENA, Financial Security Advisor, Assante Financial Management Ltd. Laval, QC.
GIANNI DE PASTENA “Success is a team effort” From humble beginnings, Gianni De Pastena has worked his way up to becoming a successful...


GARY MILAKOVIC
Jun 19, 2024
SHARI FOSTER, CFP, RRC, CDFA, CPCA, CHS, Senior Financial Consultant, at Shari Foster & Associates, IG Wealth Management, Kitchener, ON
SHARI FOSTER In today’s fast paced world, managing one’s finances can often take a backseat. But what if you had a trusted partner to...


NATALIE NOBLE
Jun 4, 2024
CHAD EKREN, CFP, Portfolio Manager, Capital Concepts Group, iA Private Wealth, Burnaby, B.C.
CHAD EKREN "Maximizing the Return on Life" In a world so typically considered a numbers game,...


TAYLOR STRANAGHAN
Jun 2, 2024
STEPHANIE BARBER, PFP®, Consultant for IG Wealth Management in Brantford, Waterloo Region & Guelph
STEPHANIE BARBER “I am here to help people navigate the complex financial planning and investment world. I help you identify your goals...


APRIL POTTER
May 24, 2024
DAVE SINCLAIR, BBM, CA, CFP, FMA, CIM® Investment Advisor, Sinclair Wealth Management RBC Wealth Mgt
Dave Sinclair, BBM, CPA, CA, CFP, FMA, CIM® Investment Advisor, Sinclair Wealth Management | RBC Wealth Management | RBC Dominion...


TAYLOR STRANAGHAN
May 17, 2024
SCOTT WALLACE B.P.E., B.Ed, CFP®, CLU®, CEA, Financial Planner, Sun Life, Edmonton, Alberta
Scott Wallace, B.PE, B.Ed, CFP®, CLU® , CEA Financial Planner, Sun Life “Being a successful Financial Planner is about patience. It’s...


TAYLOR STRANAGHAN
May 14, 2024
JONATHAN LESYK, CFP®, Financial Advisor, Raymond James Ltd in Edmonton, Alberta
JONATHAN LESYK “Offering tailor-made, transparent, and unbiased advice” Jonathan Lesyk (CFP®), Financial Advisor at Raymond James Ltd is...