

TANNER MICHALEK, Portfolio Manager, Senior Wealth Advisor, Scotia Wealth Management, Waterloo, ON.
TANNER MICHALEK "Instilling peace of mind through open conversations and understanding risk" Tanner Michalek has always believed in...
JANICE TUFF
Jun 30


ANTHONY SACHLAS, Senior Investment Advisor, at BMO Nesbitt Burns Inc., Montreal, Quebec
ANTHONY SACHLAS “Trust is the highest compliment I can receive from a client” Anthony Sachlas, Senior Investment...
TAYLOR STRANAGHAN
Jun 18


RALPH SACCO , RRC, Executive Consultant, IG Wealth Management, Sacco & Associates. St Catharines, ON
RALPH SACCO “Understanding the forces that drive markets and influence decision-making at the highest levels is what initially drew me to...
CARMEN MORGAN
Jun 16


MARY ELLEN BYRNE, CFP®, CIM®, Senior Wealth Advisor, Portfolio Manager, Richardson Wealth, Mary Ellen Byrne Wealth Management, Halifax, NS
MARY ELLEN BYRNE “Pre-retirement is probably what I love most. Walking people through this very transitional period is emotional, it’s...
CARMEN MORGAN
Jun 12


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
Jun 11


LARRY LAW, CEO & Founder Living Water Resorts, Collingwood, Ontario
LARRY LAW “ We touch hundreds of thousands guests lives every year, and extend goodwill to our local community. This...
CARMEN MORGAN
Jun 10


JAMES STECHLY, PFP®, CFP®, Financial Planner, Investment & Retirement Planning, RBC Financial Planning, Royal Mutual Funds Inc., RBC, Cranbrook, BC
JAMES STECHLY “Specializing in financial planning for the life events that matter most – so...
APRIL POTTER
Jun 6