MEGAN DEEKS, Senior Wealth Advisor, The Deeks Financial Group, CIBC Wood Gundy, Toronto, Ontario
MEGAN DEEKS "Theatre threw me into the deep end of every human emotion. That's exactly what lets me hold a client's hand through the biggest financial decisions of their life." There was no telling how Megan’s career in theatre would inform her ways in helping people manage their money. At Queen's University, where Megan earned an Honours BA, she spent her nights the way the most committed drama students do, in her room running lines. After her degree, she and five of her clo
CARMEN MORGAN
2 days ago
BRAD MCLELLAN, CFP®, Executive Financial Consultant at IG Private Wealth Management, Newmarket, Ontario
BRAD MCLELLAN “We take a hearts-first approach” When wealth management professionals pour their heart into client work, it’s only natural they wonder at times how the client feels about the experience they’re providing. For Brad McLellan, CERTIFIED FINANCIAL PLANNER® professional (CFP®), and Executive Financial Consultant with IG Private Wealth Management (IG), clear signs of client gratification came when he transitioned his business
NATALIE NOBLE
Jul 30
