

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, 2025


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, 2025


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, 2025


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, 2025


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, 2025


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










