BRYN HAMILTON, BA,...

October 29, 2020

CESAR LAUPER, CFP®...

October 27, 2020

TREENA NAULT, CFP®...

October 26, 2020

TAGE CAWLEY, BBA,...

October 24, 2020

TANIA KVAKIC, CFP...

October 23, 2020

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October 29, 2020

                                                          BRYN HAMILTON

Financial Advisor Bryn Hamilton highly values objectivity and independence in his practice. As a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM) with RGF Integrated Wealth Management, he offers his clients both. An active member of the FP Canada (previously FPSC) since 2008, Bryn trains his focus on six key areas of financial planning: investments, retirement, mortgages, estates, insurance, and taxes.

Bryn’s...

October 27, 2020

                                                          CESAR LAUPER

Cesar Lauper came to Canada from Peru when he was just 11 years of age. He learned the value of a dollar, hard work, and the Golden Rule from his mother, who supported four kids.

Prior to joining the Investment Planning Counsel in 2009, Cesar spent five years with Canada Life. “The company trained me well. But, working for an insurance company meant I could only offer clients the insurance solutions that were on the company’s produ...

October 26, 2020

                                                              TREENA NAULT

Treena Nault has spent the totality of her professional career at IG Wealth Management (IG). Over the years, she has held various roles at the company, including Division Director, before arriving at her last and most cherished role as an Executive Financial Consultant. In this role, she helps individual clients, families and business owners build, protect and manage their wealth.

“Although I have held several great po...

October 24, 2020

                                                  TAGE CAWLEY

Tage Cawley, Senior Vice President and Branch Manager at Raymond James Ltd. in Edmonton is on a personal mission to, “Rescue oppressed brokers from the banks.” Although this remark was made tongue in cheek, it is rooted in reality.

“Often, bank Advisors and Planners are guided into what to say and what products to sell. Perhaps more importantly, at the banks the clients are not the Advisor’s clients, the person they have a relationship with. They are the bank’...

                                                             TANIA KVAKIC

Tania Kvakic, Senior Vice-President, Financial Advisor, and long-time member of RBC Wealth Management’s Senior Consulting Group (14 years as of May, 2020) always wanted to make a difference in people’s lives. Originally,she thought this would involve of a career in medicine. Then, a cousin introduced her to a different way of helping people.

“One of my cousins was working for RBC Dominion Securities in Montreal. She suggest...

October 21, 2020

                                                                ERIC INSPEKTOR

American author and political activist, Helen Keller, once said, “Character cannot be developed in ease and quiet. Only through experience of trial and suffering can the soul be strengthened, ambition inspired, and success achieved.” It’s amazing what human beings can accomplish when failure is not an option!

Eric Inspektor, Founder and senior underwriter of CORfinancial (COR) has spent over three decades advising...

October 20, 2020

                                                              KEVIN SAMPSON  

New York Times Best-Selling Author, Dr. Frank Lipman, once said, “…health is more than merely the absence of disease. It is a total state of physical, mental, emotional, spiritual and social well-being.” Financial health is the same.

Financial Consultant and CERTIFIED FINANCIAL PLANNER® Professional, Kevin Sampson, believes that “Financial success is the result of balancing the physical, mental, emotional, spi...

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