

IAN KEITH, CEBS, Group Insurance & Pension Advisor, 360° Health Benefits Inc., Ottawa, Ontario
IAN KEITH “It’s not about making a sale, but rather building ...
TAYLOR STRANAGHAN
Sep 8, 2024


JASON RIETZE, CIM®, FCSI®, & LOUISE DUKE, CFP®, LLQP®, CEA®, Senior Investment Advisors, TD Wealth Private Investment Advice, Greater Sudbury, ON.
JASON RIETZE & LOUISE DUKE "Valuing the things that matter" Jason Rietze and Louise...
GARY MILAKOVIC
Sep 6, 2024


SHERRY WATTY, PFA™ FINANCIAL ADVISOR / OWNER, THE CO-OPERATORS - WATTY INSURANCE SERVICES
SHERRY WATTY “Taking Responsibility & Doing What Is Right for Customers” Sherry Watty is a “Lifer” and has...
SUZEN FROMSTEIN
Aug 20, 2024


JOHN HUGHES, Executive Advisor, IG Wealth Management, Investors Group Securities Inc, Thunder Bay, Ontario
JOHN HUGHES “At the end of the day, I am selling me” My career began with a strong motivation and interest in selling things,” says John...
TAYLOR STRANAGHAN
Jul 29, 2024


KIRAN KAUSHAL, PRESIDENT & PRINCIPAL BROKER, INTERFINANCE MORTGAGE CORPORATION, Toronto, Ontario
KIRAN KAUSHAL, PRESIDENT INTERFINANCE MORTGAGE "The process of obtaining a mortgage can be ...
KATE BAGGOTT
Jul 26, 2024


SHARI FOSTER, CFP, RRC, CDFA, CPCA, CHS, Senior Financial Consultant, at Shari Foster & Associates, IG Wealth Management, Kitchener, ON
SHARI FOSTER In today’s fast paced world, managing one’s finances can often take a backseat. But what if you had a trusted partner to...
GARY MILAKOVIC
Jun 18, 2024


CHAD EKREN, CFP, Portfolio Manager, Capital Concepts Group, iA Private Wealth, Burnaby, B.C.
CHAD EKREN "Maximizing the Return on Life" In a world so typically considered a numbers game,...
NATALIE NOBLE
Jun 4, 2024










