

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


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










