

BRADY DOYLE, B.B.A., CIM®, FCSI, AICB, PFP, CFP®, Senior Wealth Advisor, CIBC Wood Gundy, Halifax NS
BRADY DOYLE “We’re not an investment team. We are a wealth management team” Brady Doyle, Senior Wealth Advisor...
TAYLOR STRANAGHAN
Feb 11, 2025


CHRIS FRIESEN, B. Comm, CFP®, Investment Advisor and Financial Planner, RBC Dominion Securities
CHRIS FRIESEN "It’s a team effort" Chris Friesen, B. Comm, CFP, Investment Advisor and Financial Planner, RBC Dominion...
GARY MILAKOVIC
Feb 7, 2025


RYAN LEWENZA, CFA®, CMT®, Senior Financial Advisor & Portfolio Manager, Turner Investments, Toronto
RYAN LEWENZA “The Future at Your Fingertips” Ryan Lewenza is a Senior Financial...
JANICE TUFF
Feb 4, 2025


MARIE ORGAN, CFP ® , Senior Investment Advisor, CIBC Wood Gundy, Halifax, Nova Scotia
MARIE ORGAN “Trust is the foundation as we craft and implement your tailored financial plan” Driven by a desire to uphold her...
TAYLOR STRANAGHAN
Jan 23, 2025


GIANNI DE PASTENA, Financial Security Advisor, Assante Financial Management Ltd. Laval, QC.
GIANNI DE PASTENA “Success is a team effort” From humble beginnings, Gianni De Pastena ...
TAYLOR STRANAGHAN
Jan 22, 2025


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, 2025


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, 2025










