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AMRIT LALLI, BCom,...

November 14, 2019

STACEY LEE, FAMILY...

November 14, 2019

George A. McConech...

November 14, 2019

JOHN BENDER, CFP®,...

November 12, 2019

ANTONY GORDON, MAN...

November 3, 2019

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November 14, 2019

                                                                         AMRIT LALLI

In a world that encourages people to live in the moment and spend needlessly, what does it take to create better habits and a better future?  Amrit Lalli of Lalli Wealth Management, a financial management practice based in Victoria, B.C., has spent almost two decades trying to figure this out.

Through his financial planning process that is based on listening to clients' needs and goal...

November 14, 2019

                                         STACEY LEE, FAMILY LAWYER

If you asked a group of children what they want to be when they grow up, most would likely say that they want to be teachers, veterinarians, astronauts and firefighters. Before she was 10 years of age, Stacey Lee had a different career path in mind; she wanted to be a judge. “My father told me that if I wanted to be a judge, I would have to be a lawyer first,” Family Lawyer, Stacey Lee says. “I didn’t believe him. I also didn’t think that sounded like that would be much fun and...

November 14, 2019

                                George A. McConechy & Scott McCartney

Many of the financial situations we face in life aren’t covered in any text book. “Somewhere around 50, life gets complicated. Real life situations, like aging parents, divorce, blended families, market meltdowns, children who don’t leave home (or who come back with babies in tow), health challenges, real estate mistakes, and golden handshakes, have entered the mix. You’ll need professional advice to tease out the good decisions from the bad when all things – relative to you – are considered,” says Po...

November 12, 2019

                                                             JOHN BENDER  

If you’ve been to enough events or charity functions in Calgary, you’ve likely crossed paths with the 6’8” former Calgary Stampeders Offensive Lineman, John Bender. “He certainly captures the attention of everyone in the room, says Sportsnet 960, The Fan, radio host, Ryan Pinder. But, who is this man?

The Cochrane High School alumni excelled in Football, Basketball, Shot Put and Discus. Seven Provincial Gold medals as...

November 3, 2019

                                                            ANTONY GORDON

Some people collect stamps, coins, trading cards or action figures. Antony Gordon, Managing Director at Macias, Gini & O’Connell LLP (MGO), described as one of the fastest growing professional services firms in the USA and a top 100 Public Accounting firm, collects people. This is not because collecting people is a hobby, but because Antony is that rare combination of curiosity, charisma, insight, authenticity and humor that naturall...

November 3, 2019

                                                                    TAMMY TRUMAN

38 years ago Tammy Truman needed a job. She was offered a ride to an insurance office that, coincidentally, had a personnel department. She was thrilled when she was hired as a Grade 1 file clerk. Because she was eager, smart and willing to work hard, Tammy learned everything she could about the company’s insurance products and climbed the corporate ladder.

“I spent five years answering agents’ questions ab...

October 25, 2019

                                                                    VINCE TARANTINO

MD Financial Management (MD) is the only national firm with 50 years of service devoted exclusively to the financial well-being of Canadian physicians and their families.

MD’s advisors and an internal team of estate planning, portfolio managers, accountants, and lawyers provide objective advice on tax, incorporation, estate and trust matters, insurance, provide comprehensive financial planning, advi...

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