

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


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...
JANICE TUFF
Jan 7


CARLO GAGLIARDI, Pl. Fin., CIM Financial Planner | Portfolio Manager, GQ Wealth Management Group with 3Macs, a division of Raymond James Ltd., Montreal, Quebec
CARLO GAGLIARDI “Finding your why is the first step in achieving your goals.” One of the most important questions...
JANICE TUFF
Jan 3


SIMON HALE & MICHAEL HALE, Senior Wealth Advisors, Hale Investment Group, Wellington-Altus Private Wealth, Montreal, Quebec
SIMON HALE and MICHAEL HALE "Quality from the ground up" Simon and Michael Hale are brothers...
GARY MILAKOVIC
Jan 3


ROB SAGER, Senior Investment Advisor, BLAIR FINGLAND, Associate Investment Advisor, & HEIDI YANDT, Senior Investment Advisor, Sager Fingland Wealth Management TD Wealth Private Investment Advice
Blair Fingland. Heidi Yandt, & Rob Sager "Taking a team approach to your financial future" Six years ago,...
GARY MILAKOVIC
Sep 10, 2024


IAN KEITH, CEBS, Group Insurance & Pension Advisor, 360° Health Benefits Inc., Ottawa, Ontario
IAN KEITH “It’s not about making a sale, but rather building ...
TAYLOR STRANAGHAN
Sep 8, 2024










