STACIE SORENSEN, QAFP®, Financial Planner, Investment Planning Counsel, IPC, Guelph, Ontario
STACIE SORENSEN “I create personalized strategies that span the next 30 years” Stacie Sorensen (QAFP® ), Financial Planner...
TAYLOR STRANAGHAN
Jan 20
KELLY LINDSEY, CFP®, FCSI, FMA, CIM®, Financial Advisor, Raymond James in Penticton, BC
KELLY LINDSEY “Investing does not have to be intimidating” When Kelly Lindsey began her career in...
JANICE TUFF
Jan 14
MICHAEL MAURO, Investment Advisor, Mauro Private Wealth Management Group, Wellington-Altus Private-Wealth in West Vancouver, BC
MICHAEL MAURO “Understanding finance creates a robust foundation ...
TAYLOR STRANAGHAN
Jan 14
LAURA PARADISO, CIM ®, Senior Wealth Advisor and Associate Portfolio Manager, Scotia Wealth Management, Toronto, Ontario
LAURA PARADISO “Integrity means prioritizing transparency and client needs” Laura Paradiso, CIM® , Senior Wealth...
TAYLOR STRANAGHAN
Jan 10
DANIEL SACKE, Portfolio Manager, Senior Investment Advisor The Sacke Group, BMO Nesbitt Burns, Toronto, ON
DANIEL SACKE “Financial planning is more of a marathon rather than a sprint” Daniel Sacke , Portfolio...
TAYLOR STRANAGHAN
Jan 9
ERIN MAGEE, CFP®, Investment Advisor for Harbourfront Wealth Management in Burlington, Ontario
ERIN MAGEE “My approach is based on understanding you as an individual” Erin Magee (CFP ® ), Investment Advisor...
TAYLOR STRANAGHAN
Jan 9
ALEXANDR KHAN, PFP®, CFP®, Financial Planner at TD Wealth Financial Planning, Toronto, Ontario
ALEXANDR KHAN “Beyond numbers, my commitment is to enrich clients’ lives” Alexandr Khan (CFP® ), Financial Planner...
TAYLOR STRANAGHAN
Jan 8
