
JANICE TUFF
- 6 hours ago
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...

NATALIE NOBLE
- 6 days ago
ANGELO MANZO & GARY BERARDINELLI, Wealth Advisors, IG Private Wealth
Gary Berardinelli and Angelo Manzo "IG Private Wealth Advisors Create One-Stop Shop for Clients" Nearly three decades into the world of...

GARY MILAKOVIC
- May 9
MARK MCGRATH, CFP®, CIM®, CLU®, Wealth Advisor, Wellington-Altus Private Wealth, Squamish, BC.
MARK MCGRATH "Financial Rhythms" Mark McGrath, CFP®, CIM®, CLU®, Wealth Advisor, Wellington-Altus Private Wealth was born to be a...

JANICE TUFF
- Apr 20
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...

SUZEN FROMSTEIN
- Apr 20
DAVID KILPATRICK, OWNER/FINANCIAL ADVISOR, KILPATRICK INSURANCE & INVESTMENT SOLUTIONS BURNABY, BC.
DAVID KILPATRICK “Rolling With the Punches” In 2005, David Kilpatrick, owned and operated Santa Fe Marble & Tile. His company installed...

NATALIE NOBLE
- Apr 13
RICA GUENTHER, Investment and Insurance Advisor, Wellington-Altus Private Wealth, Winnipeg, MB.
RICA GUENTHER “Providing reliable financial advice for my clients is so much more than industry jargon. It’s about helping them define...

JANICE TUFF
- Apr 11
ERIC CHARETTE, CFP®, RRC®, CPCA®, Senior Financial Consultant at IG Wealth Management
ERIC CHARETTE "Keep it simple, hope for the best, but plan for the worst" “Life isn’t all about money.” This may not be the first thing...