RALPH SACCO , RRC, Executive Consultant, IG Wealth Management, Sacco & Associates. St Catharines, ON
RALPH SACCO “Understanding the forces that drive markets and influence decision-making at the highest levels is what initially drew me to the investment world. It’s not just about numbers—it's about interpreting the signals, anticipating shifts and helping others navigate complexity to build lasting value." With 36 years of experience in the financial services industry, Ralph Sacco, Executive Consultant with IG Wealth Management , has navigated some of the most significant m
CARMEN MORGAN
Nov 20
TYLER GRAHAM and DARREN SCRIMGEOUR, Senior Wealth Advisors, RBC Dominion Securities, Stratford, ON
DARREN SCRIMGEOUR and TYLER GRAHAM "Helping clients navigate their financial future" Just over a year ago, Tyler Graham and Darren Scrimgeour , Senior Wealth Advisors at RBC Dominion Securities , started talking about potentially merging their two successful practices. The pair had known each other for many years, and when Darren’s past business partner started talking about a transition into retirement, things became more serious. Tyler an
GARY MILAKOVIC
Nov 6
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 Murphy Investment Group at CIBC Wood Gundy , has built a career focused on helping clients navigate their financial journeys with empathy and expertise. With an engineering background, she pairs sharp analytical skills with a natural talent for connecting and building strong client relationships. In 2001, shortly after graduating from Unive
TAYLOR STRANAGHAN
Nov 5
SAM FARIS, CPA, CGA, President, Faris CPA Professional Corporation, Greater Toronto Area, Ontario
SAM FARIS “You cannot be good. You have to be excellent.” There’s no escaping the Canada Revenue Agency (CRA). Tax audits, falling behind on taxes, erroneous filing by an accountant – now, more than ever, the CRA is dialled in and they will catch it. “The CRA has become stricter in their operations and enforcement. Their system has grown more sophisticated,” says Sam Faris, CPA, CGA, and President at Faris CPA Professional Corporation (Faris CPA). “Peopl
NATALIE NOBLE
Oct 14
ANTHONY SACHLAS, Senior Investment Advisor, at BMO Nesbitt Burns Inc., Montreal, Quebec
ANTHONY SACHLAS “Trust is the highest compliment I can receive from a client” Anthony Sachlas, Senior Investment Advisor for BMO Nesbitt Burns , is a seasoned professional with a people-first approach. With over 20 years of experience, he’s built his career on strong relationships, collaboration, and delivering wealth management strategies that go beyond the numbers. In 1998, Anthony began his career at the Bank of Montreal in the discount brokerage divis
TAYLOR STRANAGHAN
Oct 13
PAIGE MACLEAN, CPCA®, CIMA®, AIFP™, CIM® Senior Wealth Advisor, Portfolio Manager, Scotia Wealth Management™ ScotiaMcLeod®, division of Scotia Capital Inc. Maclean Rychlo Financial Group, Markham, ON
PAIGE MACLEAN “Look beyond the noise – life’s defining moments deserve a partnership built on trust and expertise. Make financial decisions with confidence.” SENIOR WEALTH ADVISOR, Paige Maclean , and her business partner, Nick Rychlo , have worked together for more than 17 years. The practice they’ve built is driven by a team approach, with a focus on empowering clients. As a team, Paige and Nick are interchangeable, once you’ve become a client, e
APRIL POTTER
Oct 9
TRENT BROWN, PERSONAL INJURY LAWYER, JAMES H. BROWN & ASSOCIATES, ALBERTA, INJURY LAWYERS
Trent Brown Is Redefining Injury Law—One Life at a Time How the James H. Brown Injury Lawyers model is changing the industry from the inside out. “We don’t just represent people—we walk with them through some of the hardest times of their lives. And when you do that with honesty, skill, and compassion, you change lives. That’s what this firm is built on: changing lives and leaving an impact where we can, both for our clients and in the community.” — Trent Brown, Owner, James
CARMEN MORGAN
Oct 8
