

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


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
Mar 5


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


DANIEL SACKE, Portfolio Manager, Senior Investment Advisor The Sacke Group, BMO Nesbitt Burns, Toronto, ON
DANIEL SACKE “Financial planning is more of a marathon rather than a sprint” Daniel Sacke , Portfolio...
TAYLOR STRANAGHAN
Jan 9


ALEXANDR KHAN, PFP®, CFP®, Financial Planner at TD Wealth Financial Planning, Toronto, Ontario
ALEXANDR KHAN “Beyond numbers, my commitment is to enrich clients’ lives” Alexandr Khan (CFP® ), Financial Planner...
TAYLOR STRANAGHAN
Jan 8