

KELLI COSTIGAN, CIM, CSP, MD Private Investment Counsel Portfolio Manager, MD Financial Management
KELLI COSTIGAN "Building relationships with a genuine curiosity" Few things motivate Kelli...
GARY MILAKOVIC
Jan 2


THERESA MCARTHUR, Senior Investment Advisor at CIBC Wood Gundy, Dartmouth, Nova Scotia
THERESA MCARTHUR "Building Connections through Decades of Experience" With a wealth of experience gained...
GARY MILAKOVIC
Jan 2


SHAUN RICKERBY, Senior Investment Advisor, TD Wealth Private Investment Advice, Richmond, BC
SHAUN RICKERBY "Finely tuned, lots of mileage, and built to last" Shaun Rickerby is a car...
JANICE TUFF
Jan 1


BAM SIDHU, CFP ®, CEO and Founder of Aerie Insurance Solutions in Abbotsford, BC
BAM SIDHU “People don’t plan to fail; they fail to plan” Bam Sidhu (CFP® ), CEO and Founder of...
TAYLOR STRANAGHAN
Nov 1, 2024


GRANT MOYLE & STEVE ROWLEY, CFA, Senior Wealth Advisors, Wellington-Altus Private Wealth
STEVE ROWLEY & GRANT MOYLE " Trust the Process" Grant Moyle and Steve Rowley, Senior...
GARY MILAKOVIC
Sep 20, 2024


PAUL WETMORE, BA, CIM, CFP, TEP Investment Advisor Portfolio Manager, CIBC Wood Gundy, Vancouver, BC
PAUL WETMORE “Complex financial solutions – simplified terms.” Investment Advisor and Portfolio Manager Paul...
APRIL POTTER
Sep 19, 2024


David Harris, CFP® CIM® Portfolio Manager, Green Private Wealth, Harbourfront Wealth Management
DAVID HARRIS “Financial security comes with prudent investing, financial...
APRIL POTTER
Sep 19, 2024










