SAM FARIS, CPA, CGA, President, Faris CPA Professional Corporation, Greater Toronto Area, Ontario
SAM FARIS “You cannot be good. You have to be excellent.” There’s no escaping the Canada Revenue Agency (CRA). Tax audits, falling behind on taxes, erroneous filing by an accountant – now, more than ever, the CRA is dialled in and they will catch it. “The CRA has become stricter in their operations and enforcement. Their system has grown more sophisticated,” says Sam Faris, CPA, CGA, and President at Faris CPA Professional Corporation (Faris CPA). “Peopl
NATALIE NOBLE
Oct 15
ANTHONY SACHLAS, Senior Investment Advisor, at BMO Nesbitt Burns Inc., Montreal, Quebec
ANTHONY SACHLAS “Trust is the highest compliment I can receive from a client” Anthony Sachlas, Senior Investment Advisor for BMO Nesbitt Burns , is a seasoned professional with a people-first approach. With over 20 years of experience, he’s built his career on strong relationships, collaboration, and delivering wealth management strategies that go beyond the numbers. In 1998, Anthony began his career at the Bank of Montreal in the discount brokerage divis
TAYLOR STRANAGHAN
Oct 14
PAIGE MACLEAN, CPCA®, CIMA®, AIFP™, CIM® Senior Wealth Advisor, Portfolio Manager, Scotia Wealth Management™ ScotiaMcLeod®, division of Scotia Capital Inc. Maclean Rychlo Financial Group, Markham, ON
PAIGE MACLEAN “Look beyond the noise – life’s defining moments deserve a partnership built on trust and expertise. Make financial decisions with confidence.” SENIOR WEALTH ADVISOR, Paige Maclean , and her business partner, Nick Rychlo , have worked together for more than 17 years. The practice they’ve built is driven by a team approach, with a focus on empowering clients. As a team, Paige and Nick are interchangeable, once you’ve become a client, e
APRIL POTTER
Oct 10
TRENT BROWN, PERSONAL INJURY LAWYER, JAMES H. BROWN & ASSOCIATES, ALBERTA, INJURY LAWYERS
Trent Brown Is Redefining Injury Law—One Life at a Time How the James H. Brown Injury Lawyers model is changing the industry from the inside out. “We don’t just represent people—we walk with them through some of the hardest times of their lives. And when you do that with honesty, skill, and compassion, you change lives. That’s what this firm is built on: changing lives and leaving an impact where we can, both for our clients and in the community.” — Trent Brown, Owner, James
CARMEN MORGAN
Oct 8
MARK-HENRY CHAU, CIM®, Senior Investment Advisor, Portfolio Manager, TD Wealth Private Investment Advice, in Pointe-Claire, Montreal, Quebec
MARK-HENRY CHAU “Navigating Financial Objectives with Care” Mark-Henry Chau, CIM® brings a caring and genuine approach to wealth management. With a focus on personalized service and transparent communication, Mark aims to build lasting relationships based on trust and integrity, ensuring clients navigate their financial journeys with confidence. “My career began in 2008 when I was working in retail while studying business at Concordia
TAYLOR STRANAGHAN
Oct 8
JASMINE DAYA, Lawyer & Founder, Jasmine Daya & Co., Toronto, ON, Co-founder Geraci LLP, USA
JASMINE DAYA " I know everyone says this, but the only constant in life is change. We can either embrace change or suffer emotionally, psychologically, and financially. I find my own peace in moving on and making leomonade" As a child, Jasmine Daya pictured herself as a Wall Street banker. Today, as a successful Toronto Personal Injury Lawyer and serial entrepreneur, she has dabbled in everything from commercial real estate to nightclub ownership, and her journey reads lik
CARMEN MORGAN
Oct 8
KAREN E. SHEA, CIM®, FMA, CIWM, Senior Wealth Advisor & Portfolio Manager, CIBC Wood Gundy, Ottawa, Ontario
KAREN SHEA "Making People a Priority" Since 1997, Karen Shea, Senior Wealth Advisor, Shea Wealth Advisory, CIBC Wood Gundy , has been helping clients manage wealth a little differently: she starts by caring. She asks a lot of questions because she knows that it’s the only way to build a strong and lasting relationship with clients. “You have to understand their story,” Karen said. “You need to know who they are and where they’v
GARY MILAKOVIC
Oct 6
