CESAR LAUPER, CFP®...

July 23, 2020

TRIXIE ROWEIN, CFP...

July 23, 2020

DARCY BELL, CFP®,...

July 21, 2020

ANGELA LARIMER, MA...

July 8, 2020

MICHAEL SANSON, CI...

July 3, 2020

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June 25, 2020

                       MICHAEL K. SMITH, MANAGING PARTNER, INSIGHT FINANCIAL PARTNERS

Michael K. Smith does not believe a secure retirement is a privilege reserved exclusively for highly-paid executives and senior management. The Managing Partner of Insight Financial Partners is focused on helping working class Americans prepare for their futures.

“To be able to see our clients retire on their own terms, with dignity, is a privilege to experience,” Michael says. “Our firm has a great opportunity to genuinely do well for ourselves by doing good things for others. We embrace that opportunity to h...

June 22, 2020

                                                               BRENDA WILKINS

CERTIFIED FINANCIAL PLANNER® professional, Brenda Wilkins, believes that being a Financial Planner and Investment Advisor are two distinct roles requiring two different hats. “Financial planning has very little to do with money. It’s about what you want out of life. It’s about goals, dreams, and ambitions. When people confide in you, they need to feel comfortable sharing their life goals. This is my Penny hat. It’s...

June 18, 2020

                                                                                                  

                                      NATHAN GATT

Financial Advisor Nathan Gatt started his business in 2001 with zero dollars, zero clients, and a passion for managing money with the determination and focus of a profe...

June 17, 2020

                                                             STEVE DOWNEY

Our thoughts create our reality,” says Rhonda Byrne in her 2006 bestselling self-help book, The Secret. To do more, achieve more, and have more, Byrne encourages us to focus on the end result, or as hockey legend, Wayne Gretzky once said, “Skate to where the puck is going to be…”

Steve Downey is a Financial Consultant at IG Wealth Management and helps clients build, manage, and protect their wealth. “Much like the Gretzky...

June 15, 2020

                                                        MICHAEL SANSON 

PORTFOLIO MANAGER and SENIOR INVESTMENT ADVISOR, Michael Sanson, found his way into financial services after graduating Wilfred Laurier University with Honours. Obtaining his Honours Bachelor of Business Administration in Specialized Finance in 2002, he began working as a Financial Advisor in 2006. A passion for business runs in his family - his parents were entrepreneurs. Michael and his brother once considered taking over the fa...

June 8, 2020

                                                           DONNA GEHMLICH

In late 2006, U.S. Vice President Al Gore received the Nobel Peace Prize for his documentary film, “An Inconvenient Truth.” Even before his award winning movie, analysts often paid attention to a company’s commitment to Environmental, Social, Governance (ESG) principles.

In 2015, Dr. Tess Hebb, a research fellow at the Carleton Centre for Community Innovation presented her research at the Responsible Investment Association (RIA)...

June 1, 2020

                                                              NICKY TRASIAS

“Someone is sitting in the shade today because someone planted a tree a long time ago.” This is one of our favourite Warren Buffet quotes, who is notably one of the most successful investors of all time. We have these words right on the home page of our website because it resonates so much with what we do as investment advisors and financial planners,” Nicky Trasias says.

“When you plant an acorn in the ground and nurture...

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