

STACIE SORENSEN, QAFP®, Financial Planner, Investment Planning Counsel, IPC, Guelph, Ontario
STACIE SORENSEN “I create personalized strategies that span the next 30 years” Stacie Sorensen (QAFP® ), Financial Planner...
TAYLOR STRANAGHAN
Jan 20, 2025


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


AHMAD BAKHSHAI, CFA®, CFP®, TEP, FEA, CLU, FCSI®, and FP Canada™ Fellow; Associate Vice-President, Advanced Wealth Planning, Wellington-Altus, Toronto, ON.
AHMAD BAKHSHAI “The combined whole is so much greater than the sum of the parts.” Driven by his desire to leave a meaningful and enduring legacy, Ahmad Bakhshai, CFA®, CFP®, TEP, FEA, CLU, FCSI®, and FP Canada™ Fellow; Associate Vice- President of Advanced Wealth Planning at Wellington-Altus, has built a career focused on helping others thrive over the long term. Peter F. Drucker, the “Father of Modern Management,” wrote, “Efficiency is doing things right; effectivenes
NATALIE NOBLE
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










