

ANNE HODGSON, CFP ®, RRC, Executive Financial Consultant, IG Wealth Management - Investors Group Financial Services Inc, Brantford, Ontario
ANNE HODGSON “Supporting clients through their financial journey, helping them grow and...
TAYLOR STRANAGHAN
Jan 7, 2025


LOUSIE JACOBS, PFP, FMA, Senior Wealth Consultant, IG Wealth Management, Edmonton, Alberta
LOUSIE JACOBS “Prioritizing transparency and client needs. I believe that “integrity” is more than a buzz word – it’s...
APRIL POTTER
Jan 7, 2025


CARLO GAGLIARDI, Pl. Fin., CIM Financial Planner | Portfolio Manager, GQ Wealth Management Group with 3Macs, a division of Raymond James Ltd., Montreal, Quebec
CARLO GAGLIARDI “Finding your why is the first step in achieving your goals.” One of the most important questions...
JANICE TUFF
Jan 3, 2025


SIMON HALE & MICHAEL HALE, Senior Wealth Advisors, Hale Investment Group, Wellington-Altus Private Wealth, Montreal, Quebec
SIMON HALE and MICHAEL HALE "Quality from the ground up" Simon and Michael Hale are brothers...
GARY MILAKOVIC
Jan 3, 2025


OMER NAEK, Pl. Fin., Senior Financial Planner, Gestion Omer Naek Inc, Montreal, Quebec
OMER NAEK “Life is constantly changing; you need a proactive Advisor who will...
APRIL POTTER
Jan 2, 2025


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, 2025


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, 2025










