

GEOFF FUNKE, BSc, BA, FEA, Senior Wealth Advisor, Scotia Wealth Management, Surrey, BC
GEOFF FUNKE “I've always been a proponent for giving back and...
TAYLOR STRANAGHAN
Mar 7, 2025


LAKSHMI PILLAI, PFP®, Senior Investment Advisor, Manulife Wealth, in Oakville, Ontario
LAKSHMI PILLAI “The goal is to empower clients with the knowledge to make more informed financial choices” Lakshmi Pillai, Senior Investment Advisor for Manulife Wealth based in Oakville, Ontario, offers a distinctive blend of passion and expertise. On a mission to make financial planning more accessible, Lakshmi's career goes beyond a mere profession as she dedicates her efforts to offering informed choices,
TAYLOR STRANAGHAN
Mar 7, 2025


JULIA BENSON CFP® CIM®, Wealth Advisor, ScotiaMcLeod, Calgary, Alberta
JULIA BENSON "Carving my own path: My personal journey to embrace diversity and conquer self-doubt" Julia Benson (CFP® , CIM® ),...
TAYLOR STRANAGHAN
Mar 7, 2025


CHARISSA CUMMINGS CFP®, EPC, Senior Wealth Advisor, Servus Wealth Strategies, Aviso Wealth, Red Deer, AB
CHARISSA CUMMINGS “Going above and beyond for clients is business as usual” If Charissa Cummings hadn’t become a...
JANICE TUFF
Mar 6, 2025


JILLIAN VUKOVICH, CFP®, Financial Advisor & Division Manager, IG Wealth Management in Red Deer, Alberta
JILLIAN VUKOVICH “Educate and Empower” Jillian Vukovich, CFP® , Financial Advisor and Division Manager for IG Wealth Management confidently asserts herself as a powerhouse in the industry, continuously carving out a path that showcases her unwavering experience and commitment. Her unconventional journey, having completed her post-secondary education in Psychology, proved integral to her success as a Financial Advisor, as s
TAYLOR STRANAGHAN
Mar 6, 2025


Aditya Sharma, Senior Wealth Advisor, Sharma Wealth | Partners, IG Wealth Management, Montreal, Quebec
ADITYA SHARMA ”Ninety-nine percent of Canadians and Americans don’t know what they have in their investment portfolio, and this...
CARMEN MORGAN
Mar 5, 2025


MARY A STEWART, CFP, EPC, Senior Wealth / Investment Advisor, iA Private Wealth, Vancouver, BC
MARY STEWART “I loved this business right away. I fell in love with the possibilities of putting a...
CARMEN MORGAN
Mar 3, 2025










