

Chicago's MICHAEL K. SMITH, MANAGING PARTNER, INSIGHT FINANCIAL PARTNERS
MICHAEL K. SMITH "From Financial Literacy to Financial Wellness: A...
KATE BAGGOTT
May 19, 2025


Rafael Tirado, Yannik Lalonde, and Étienne d’Alcantara, Senior Wealth Advisors, Scotia McLeod, Montreal, QC
Yannik Lalonde, Étienne d’Alcantara and Rafael Tirado "There are no shortcuts on the path to success" Rafael Tirado...
GARY MILAKOVIC
May 7, 2025


MARC TRENT, B.A., M.B.A., J.D., CHICAGO, PARTNER, TRENT LAW FIRM P.C.
MARC TRENT "Results-driven, client centric, Legacy law firm in the...
Suzen Fromstein
May 2, 2025


BROCK BIEBER, CFP®, CIM® Senior Investment Advisor, TD Wealth Private Investment Advice, Winnipeg MB
BROCK BIEBER “My goal is to simplify my clients' financial lives” Brock Bieber, Senior Investment...
TAYLOR STRANAGHAN
Apr 30, 2025


JAYDATT BHATT, CFP®, Financial Planner for Sun Life, President, Jay Insurance & Financial Services Ltd. Edmonton, Alberta
JAYDATT BHATT “Bringing value to clients is at the forefront of our decision-making” Jaydatt Bhatt, CFP® , has built a distinctive...
TAYLOR STRANAGHAN
Apr 29, 2025


SHARON MOFFAT, CEA, EPC, Certified Executor Advisor, Amethyst Estate Management Inc, Red Deer, Alberta
SHARON MOFFAT “On her good days, we didn’t want to talk about her dying, and on her bad days, we...
CARMEN MORGAN
Apr 24, 2025


EVAN INGLIS, CFP®, Wealth Advisor, IG Wealth Management in Calgary, Alberta
EVAN INGLIS “I want people to demand more from the financial professionals...
TAYLOR STRANAGHAN
Apr 16, 2025










