

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


LARRY LAW, OWNER/FOUNDER LIVING WATER RESORTS & LIVING STONE GOLF RESORTS
LARRY LAW Just two hours or so north of the Toronto core , the Collingwood area has become a home away from home for those seeking a...
DAVE GORDON
Apr 15, 2025


Rafael Tirado, Yannik Lalonde et Étienne d’Alcantara, conseillers principaux en gestion de patrimoine, Scotia McLeod, Montréal, QC
Yannik Lalonde, Étienne d’Alcantara et Rafael Tirado "Aucun raccourci sur le chemin de la réussite" Rafael Tirado...
GARY MILAKOVIC
Apr 8, 2025


SCOTT WALLACE B.P.E., B.Ed, CFP®, CLU®, CEA, Financial Planner, Sun Life, Edmonton, Alberta
Scott Wallace, B.PE, B.Ed, CFP®, CLU® , CEA Financial Planner, Sun Life ...
TAYLOR STRANAGHAN
Mar 18, 2025


JOHN MAZZIOTTI, CFP, Division Director, IG Private Wealth, in Peterborough, ON. Offering a Full Range of Financial Services including Complete Estate Planning.
JOHN MAZZIOTTI “Bring us your dreams, and we will do the rest” John Mazziotti, Division Director...
TAYLOR STRANAGHAN
Mar 7, 2025










