

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 -...
GARY MILAKOVIC
Jun 11


Chicago's MICHAEL K. SMITH, MANAGING PARTNER, INSIGHT FINANCIAL PARTNERS
MICHAEL K. SMITH "From Financial Literacy to Financial Wellness: A...
KATE BAGGOTT
May 19


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


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


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


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...
TAYLOR STRANAGHAN
Feb 5


MICHAEL MAURO, Investment Advisor, Mauro Private Wealth Management Group, Wellington-Altus Private-Wealth in West Vancouver, BC
MICHAEL MAURO “Understanding finance creates a robust foundation ...
TAYLOR STRANAGHAN
Jan 14










