

LORRAINE NOLAN, Founder and Owner of Maven Alliance, Operational Solutions for Financial Advisors, Ottawa, ON
LORRAINE NOLAN “Enhancing structure and capacity for advisor success” Lorraine Nolan, the visionary Founder of Maven Alliance based in...
TAYLOR STRANAGHAN
Jan 8, 2024


PATRICK NICOL, Investment Advisor, iA Private Wealth Insurance Advisor, iA Private Wealth Insurance
PATRICK NICOL "A Paint by Numbers Approach to Retirement" American media businesswoman, Martha Stewart describes Paint-by-Numbers as “…a...
SUZEN FROMSTEIN
Jan 5, 2024


PAUL SHIPTON & OMAR DURIC, Senior Wealth Advisors, Wellington-Altus Private Wealth, Vancouver, B.C.
PAUL SHIPTON & OMAR DURIC "Client focused" Paul Shipton & Omar Duric, Senior Wealth Advisors, Wellington-Altus Private Wealth believe...
GARY MILAKOVIC
Jan 5, 2024


SHERRY BLAMEY CFP®,CIM®,FCSI® Investment Advisor,iA Private Wealth Greenhaven Private Wealth Counsel
Sherry Blamey - CFP®, CIM®, FCSI® Investment Advisor at iA Private Greenhaven Private Wealth Counsel Vancouver, British Columbia "Black,...
SUZEN FROMSTEIN
Jan 5, 2024


DOUG WARKENTIN, CFP, FCSI®, Senior Wealth Manager, Aligned Capital Partners, Winnipeg, Manitoba
Doug Warkentin, CFP, FCSI®, Senior Investment Advisor, Warkentin Group Private Wealth Management of Aligned Capital Partners Inc.,...
JANICE TUFF
Jan 5, 2024


TRACY LIEW, M.Sc., CFP®, CIM®, Investment Advisor & Financial Planner–BMO Nesbitt Burns, Calgary AB.
TRACY LIEW "Providing freedom of choice and finding the very best solutions" Tracy Liew has always had a passion for finance. While the...
JANICE TUFF
Jan 4, 2024


DAVID DICKSON, CFP, RRC, Regional Vice-President, IG Wealth Management, Peterborough, Ontario
DAVID DICKSON “I think the main difference between our industry and many others is that ours is still growing every single day,” said...
GARY MILAKOVIC
Jan 4, 2024