KEVIN J SAMPSON,...

October 20, 2020

SHERRY WATTY, PFA™...

October 12, 2020

TAGE CAWLEY, BBA,...

October 12, 2020

RYAN O'BRIEN,...

October 12, 2020

LEE MOSLEY, CLU®,...

October 1, 2020

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September 17, 2020

                                 KAYLIN FITZSIMONS, TIM LEONARD & LAURA FITZSIMONS

Together, Lifecycle Wealth and Mandeville Private Client Inc. provide financial, insurance, investment and tax-smart solutions to professionals, business owners and high net worth individuals. The Partners at Lifecycle Wealth believe that with time, and when planned properly, clients can build real wealth and lasting financial security.

Their Lifecycle Wealth Plans create more wealth for their clients by utilizing the appropriate insurance and investment tools to reduce tax at each s...

September 17, 2020

                                                             TANIA KVAKIC

Tania Kvakic, Senior Vice-President, Financial Advisor, and long-time member of RBC Wealth Management’s Senior Consulting Group (14 years as of May, 2020) always wanted to make a difference in people’s lives. Originally,she thought this would involve of a career in medicine. Then, a cousin introduced her to a different way of helping people.

“One of my cousins was working for RBC Dominion Securities in Montreal. She suggest...

September 16, 2020

                                                                       RAE EVANS

“Clients and some Advisors and professionals record and interpret what has happened in the PAST whereas financial planners, like myself, focus on helping clients plan for the best possible FUTURE. This includes helping them meet their goals, achieve their lifestyle dreams, and fulfill their bucket lists,” says Rae Evans, CERTIFIED FINANCIAL PLANNER® professional and Division Director at IG We...

September 9, 2020

                                                               ZAEL MIRANSKY

Before he transitioned into a financial services career Zael Miransky owned and operated a small personal training company. “Believe it or not, I have found that there are many similarities between being a good personal trainer and being a good Financial Planner,” Zael says.

According to workable.com, a personal trainer assesses his or her customer's physical strengths and weaknesses and creates customized workout pl...

September 9, 2020

                                                                 ANTHONY BENSON

Vice President and Investment Consellor, Anthony Benson has more than 16 years of investment and wealth management expertise. He believes in building partnerships with Canadian business owners and their families to “identify and optimize purpose-driven investment goals that meet their unique needs”. Anthony worked with ATB Financial for more than 13 years and has recently made the switch to Bl...

September 4, 2020

                                     MARIE SARANTAKIS

Marie Sarantakis, Owner of Sarantakis Law Group Ltd., mainly serving high net-worth clients in family law, made a name for herself early in her career by taking on high profile clients with intriguing cases. Her clients are usually experiencing a change in family dynamics, ranging from those getting married and amicably negotiating a prenuptial agreement to those splitting up with their former partner in the midst of a contentious divorce. Bold and tenacious, yet empathetic, Sarantakis is not afraid of...

August 25, 2020

                                                       CHERYL DYCK

Mentoring Solutions Inc. (MSI) has mentored, coached and trained hundreds of business owners since its inauguration in 2009. MSI is the successor consulting business, President, Founder, and Chief Business Transformation Specialist, Cheryl Dyck, started in 1990. Today, MSI is one of Calgary’s premier companies in business consulting, transformation consulting, planning and funding, training (including leadership training), and team building.

Usin...

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