

Aditya Sharma, Senior Wealth Advisor, Sharma Wealth | Partners, IG Wealth Management, Montreal, Quebec
ADITYA SHARMA ”Ninety-nine percent of Canadians and Americans don’t know what they have in their investment portfolio, and this...
CARMEN MORGAN
Mar 5, 2025


MARY A STEWART, CFP, EPC, Senior Wealth / Investment Advisor, iA Private Wealth, Vancouver, BC
MARY STEWART “I loved this business right away. I fell in love with the possibilities of putting a...
CARMEN MORGAN
Mar 3, 2025


CASPER KLECZEK, Business Development Manager, Global X, Toronto, Ontario
CASPER KLECZEK “I aspire to be known for trustworthiness, providing value, offering honest product...
TAYLOR STRANAGHAN
Feb 26, 2025


AMEERA AMEERULLAH, CEO-Broker-Lender, Canada Mortgage and Financial Group (CMFG)
AMEERA AMEERULLAH “Compassion has always been the driving force of this Mississauga...
CARMEN MORGAN
Feb 26, 2025


ROBERT J. OGLOFF, CFP®, CPCA, Financial Planner, Sun Life, in Grand Forks, BC
ROBERT OGLOFF “Success isn’t just about financial outcomes - it’s about gratitude...
TAYLOR STRANAGHAN
Feb 21, 2025


Jeff Christian, CPA®, CA®, CIM® and Corey Philp, CPA®, CA®,CBV ®, Senior Wealth Advisors, Scotia McLeod, Halifax, NS
JEFF CHRISTIAN & COREY PHILP "Putting money where it matters" Jeff Christian and Corey Philp are...
GARY MILAKOVIC
Feb 20, 2025


ANGELA ODDO, Hon. B.Sc, MBA, CFP®, CFDS, Financial Planner, Fiducia Financial Solutions Inc. Regina, SK
ANGELA ODDO "Moving...
GARY MILAKOVIC
Feb 20, 2025










