

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


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, 2025


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, 2025


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, 2025


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, 2025


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, 2025


CALVIN RANDELL, PFP, CIM ®, Senior Wealth Advisor, Portfolio Manager, ScotiaMcLeod, Scotia Wealth Management, St Johns, Newfoundland
CALVIN RANDELL and MICHELLE RANDELL Calvin Randell (PFP, CIM® ) joined Scotiabank in 1983 as a management trainee, eventually spending...
TAYLOR STRANAGHAN
Jan 7, 2025










