TAYLOR STRANAGHAN
4 hours ago
STACIE SORENSEN, QAFP®, Financial Planner, Investment Planning Counsel, IPC, Guelph, Ontario
STACIE SORENSEN “I create personalized strategies that span the next 30 years” Stacie Sorensen (QAFP® ), Financial Planner...
TAYLOR STRANAGHAN
6 days ago
EVAN INGLIS, CFP®, Wealth Advisor, IG Wealth Management in Calgary, Alberta
EVAN INGLIS “I want people to demand more from the financial professionals...
TAYLOR STRANAGHAN
Jan 9
DANIEL SACKE, Portfolio Manager, Senior Investment Advisor The Sacke Group, BMO Nesbitt Burns, Toronto, ON
DANIEL SACKE “Financial planning is more of a marathon rather than a sprint” Daniel Sacke , Portfolio...
APRIL POTTER
Jan 7
LOUSIE JACOBS, PFP, FMA, Senior Wealth Consultant, IG Wealth Management, Edmonton, Alberta
LOUSIE JACOBS “Prioritizing transparency and client needs. I believe that “integrity” is more than a buzz word – it’s...
JANICE TUFF
Jan 6
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...
TAYLOR STRANAGHAN
Jan 3
SARAH MURPHY (CIM), Senior Wealth Advisor, The Murphy Investment Group, CIBC Wood Gundy in Oakville, Ontario
SARAH MURPHY “I create an environment where clients feel at ease and well cared for” Sarah Murphy (CIM), Senior Wealth Advisor for...
TAYLOR STRANAGHAN
Jan 3
JON HELM, CFP ®, Senior Wealth Advisor, Helm Financial, Raymond James, Victoria, British Columbia
JON HELM “Your Legacy is Our Priority” For Jon Helm , there is no higher calling than helping...