

TAYLOR STRANAGHAN
- 7 minutes ago
SCOTT COCKBURN, CERTIFIED FINANCIAL PLANNER, IG Wealth Management, Investors Group Financial Service
SCOTT COCKBURN “It’s coaching. Whether I’m in the financial world or on the soccer field, at the end of the day, it’s all about...


GARY MILAKOVIC
- 2 days ago
WADE BALDWIN, CFP, ICD.D, Financial Advisor, Baldwin & Associates Financial Services Ltd, Calgary AB
WADE BALDWIN "Your strongest advocate ™" Wade Baldwin, CFP, ICD.D, Advisor, Baldwin & Associates Financial Services Ltd. believes that a...


JANICE TUFF
- 6 days ago
ANDREW SUTHERN, CFA® CFP® FCSI® CIM®, Senior Wealth Advisor, IPC Securities, Winnipeg / Calgary
ANDREW SUTHERN "Going over and above for clients and raising the bar for industry" “I am an analytical geek.” This is how Andrew Suthern...


TAYLOR STRANAGHAN
- Mar 6
Steven Heinbuch, Certified Financial Planner, TD Wealth, Woodstock, Ontario
Steven Heinbuch “A goal without a plan is just a wish” Steven Heinbuch is a goal-setter and planner by nature. Transforming his skills...


GARY MILAKOVIC
- Mar 5
MELISSA PEREMAN, CFP, CLU, EPC, RRC, Senior Wealth Advisor, IG Wealth Management, Surrey, B.C.
MELISSA PEREMAN "The right Advisor can make all the difference" Melissa Pereman, CFP, CLU, Senior Wealth Advisor, IG Wealth Management...


KATE BAGGOTT
- Feb 28
Chicago's MICHAEL K. SMITH, MANAGING PARTNER, INSIGHT FINANCIAL PARTNERS
MICHAEL K. SMITH "From Financial Literacy to Financial Wellness: A Conversation with Michael K. Smith" Michael K. Smith does not believe...


Suzen Fromstein / sponsored
- Feb 23
TANIA KVAKIC, CFP®, CRPC® Vice-President/Financial Advisor, Phoenix, AZ. RBC Wealth Management
TANIA KVAKIC “Wealth - From Both Sides of the Balance Sheet” Tania Kvakic, Senior Vice-President, Financial Advisor, and long-time member...