VINCE TARANTINO, MBA, CIM®, CFP®, Senior Wealth Advisor, Founder of the Amalfi Wealth Management Team - Wellington-Altus Private Wealth, Toronto, ON.
VINCE TARANTINO “Independence is the freedom to do your best for clients.” When Vince Tarantino founded the Amalfi Wealth Management team in early 2022, he knew he’d found his calling. After nearly 25 years in the finance industry – many of those at bank-owned firms – Vince took the leap to become independent. He launched his own practice at Wellington-Altus Private Wealth. For four years in a row, Wellington-Altus has been ranked as the top wealth adv
JANICE TUFF
Jan 7
KEN DOW, CFP®, CIMA, Managing Partner, The Dow Group - Raymond James USA, Chicago, Illinois
KEN DOW "A solid structure is the key to longevity" Ken Dow, CFP®, CIMA, The Dow Group - Raymond James USA is a unique figure in his industry. Yes, like many he’s highly educated, with a master’s degree in finance, and both the CFP® and CIMA designations, which means he’s a CERTIFIED FINANCIAL PLANNER ™ professional and is accredited for institutional money management, but he’s unique because of where he started: Ken is an enginee
GARY MILAKOVIC
Aug 20, 2025
SPENCER VERMETTE, CFP®, Investment Advisor, Wellington-Altus Private Wealth, Winnipeg, Manitoba
SPENCER VERMETTE "Rising star shares how being a female in the Investment Industry is a career more women should choose" Spencer Vermette, CFP ®, Investment Advisor at Wellington-Altus Private Wealth stands as a vibrant force reshaping the financial landscape. With a pioneering approach, she navigates the industry, drawing from her experience of being mentored by high-performing women, coupled with her advocacy for inclusiv
TAYLOR STRANAGHAN
Jun 6, 2025
Chicago's MICHAEL K. SMITH, MANAGING PARTNER, INSIGHT FINANCIAL PARTNERS
MICHAEL K. SMITH "From Financial Literacy to Financial Wellness: A...
KATE BAGGOTT
May 19, 2025
BROCK BIEBER, CFP®, CIM® Senior Investment Advisor, TD Wealth Private Investment Advice, Winnipeg MB
BROCK BIEBER “My goal is to simplify my clients' financial lives” Brock Bieber, Senior Investment...
TAYLOR STRANAGHAN
Apr 30, 2025
JOHN MAZZIOTTI, CFP, Division Director, IG Private Wealth, in Peterborough, ON. Offering a Full Range of Financial Services including Complete Estate Planning.
JOHN MAZZIOTTI “Bring us your dreams, and we will do the rest” John Mazziotti, Division Director...
TAYLOR STRANAGHAN
Mar 7, 2025
BRADY DOYLE, B.B.A., CIM®, FCSI, AICB, PFP, CFP®, Senior Wealth Advisor, CIBC Wood Gundy, Halifax NS
BRADY DOYLE “We’re not an investment team. We are a wealth management team” Brady Doyle, Senior Wealth Advisor...
TAYLOR STRANAGHAN
Feb 11, 2025
