- May 18
BETTY WESELAK CFP® & JILL DIEMER CFP®, Vernon, BC CERTIFIED FINANCIAL PLANNERS, IG Wealth Management
BETTY WESELAK, & JILL DIEMER "The strongest foundation is trust" Betty Weselak, CFP, & Jill Diemer, CFP are CERTIFIED FINANCIAL PLANNERS...
- May 12
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...
- May 10
IAN KEITH, CEBS, Group Insurance & Pension Advisor, 360° Health Benefits Inc., Ottawa, Ontario
IAN KEITH “It’s not about making a sale, but rather building a relationship that can last decades” As a Co-Founder and Partner at 360°...
- May 9
LAURIE PETERKIN, Senior Wealth Advisor, Portfolio Manager CIM, Scotia Wealth Management,Toronto, On
LAURIE PETERKIN "Clear, Concise, Consistent" If there’s one thing Laurie Peterkin knows for sure, it’s that the key to success – in work...
- May 8
JEFF HALL, President & Broker, J Hall Insurance Brokers Inc., Toronto, Ontario
JEFF HALL Jeff Hall, of J Hall Insurance, Toronto, Ontario, is a young entrepreneur who has taken the leap in starting his very own...
- May 5
SHERRY WATTY, PFA™ FINANCIAL ADVISOR / OWNER, THE CO-OPERATORS - WATTY INSURANCE SERVICES
SHERRY WATTY “Taking Responsibility & Doing What Is Right for Customers” Sherry Watty is a “Lifer” and has spent her entire career in the...
- May 4
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...