KRISTEN CAMPBELL
- 5 days ago
Jeff Sproul, Senior Wealth Advisor, Portfolio Manager, Wellington-Altus Private Counsel Inc.
JEFF SPROUL, PFP®, CIM® “You Can't Win a Game by Yourself” Having grown up playing hockey, Wellington-Altus Private Counsel Portfolio...
JANICE TUFF
- 6 days ago
STEVEN CARINCI, Senior Wealth Advisor, Foster & Associates Toronto, Ontario
STEVEN CARINCI “A bespoke approach to managing and preserving wealth for the long term” Bespoke. It’s a British term that describes...
GARY MILAKOVIC
- Nov 28
KRISTINE MORGA,CIM® & LINDSEY ROSS,CIM®, Senior Investment Advisors, Wellington-Altus Private Wealth
KRISTINE MORGA & LINDSEY ROSS "The Right Team" Kristine Morga CIM®, PFP®, & Lindsey Ross CIM®, PFP®, Senior Investment Advisors,...
JANICE TUFF
- Nov 25
LANCE SCOTT, CFP®, CIM® Portfolio Manager, TD Wealth Private Investment Advice, London, Ontario
LANCE SCOTT,CFP®, CIM®, Portfolio Manager, Senior Investment Advisor, TD Wealth Private Investment Advice, London, ON "Achieving your...
GARY MILAKOVIC
- Nov 24
CHRIS FRIESEN, B. Comm, CFP®, Investment Advisor and Financial Planner, RBC Dominion Securities
CHRIS FRIESEN "It’s a team effort" Chris Friesen, B. Comm, CFP, Investment Advisor and Financial Planner, RBC Dominion Securities, knows...
APRIL POTTER
- Nov 23
KUSUM SEN, CLU, CHS, RIS, CII, Financial Planner, Desjardins Financial Security Independent Network
KUSUM SEN, Toronto, Ontario “Financial planning is more than a set of skills - it's a lifestyle.” FINANCIAL PLANNER Kusum Sen began her...
JANICE TUFF
- Nov 17
MARC HENEIN, CFP® Senior Wealth Advisor, Portfolio Manager The Henein Group Scotia Wealth Management
MARC HENEIN "Helping clients take ownership of their savings" If everybody was as certain of their path in life as Marc Henein, Marc...
