

STEPHANIE LAFOND BA, CLU, CFP®, Financial Planner, Limestone Team, Assante Financial Management Ltd.
STEPHANIE LAFOND When Stephanie Lafond began her financial career at Mutual Life, the gender balance at her office was 50/50. She...
JANICE TUFF
Feb 8, 2024


DENEAN ARNTSON, CFP, RRC, EPC, Senior Financial Consultant, IG Wealth Management, Fort St. John, BC
DENEAN ARNTSON "A holistic approach to financial planning" Denean Arntson, Senior Financial...
TAYLOR STRANAGHAN
Feb 8, 2024


ROD FRIESEN, CIM®. PFP, Investment Advisor, Cresco Wealth Management, Wellington-Altus Private Wealth, Grande Prairie, Alberta
ROD FRIESEN "Honest, transparent, accountable – and that’s the truth" Rod Friesen, CIM®, PFP, Investment Advisor, at Cresco Wealth...
GARY MILAKOVIC
Feb 4, 2024


ANDREW SUTHERN, CFA® CFP® FCSI® CIM®, Senior Wealth Advisor, IPC Securities, Winnipeg / Calgary
ANDREW SUTHERN "Going over and above for clients and raising the bar for industry" “I am an analytical geek.” This is how Andrew Suthern...
JANICE TUFF
Feb 2, 2024


ANDREW BRADSHAW, CFP®, CIM®, RIAC, MFA-P™, Senior Investment Advisor, iA PrivateWealth
ANDREW BRADSHAW “We value our on-going and evolving relationships and welcome that intergenerational transfer” In a business so...
NATALIE NOBLE
Feb 2, 2024


Laura Fitzsimons, Kaylin Fitzsimons & Tim Leonard, Lifecycle Wealth, Mandeville Private Client Inc. Toronto, ON
KAYLIN FITZSIMONS, TIM LEONARD & LAURA FITZSIMONS “Make More. Keep More. Live More” Together, Lifecycle Wealth and Mandeville Private...
SUZEN FROMSTEIN
Feb 1, 2024


SABU VARGHESE, Senior Wealth Advisor, SV Wealth, Raymond James, Toronto, Ontario
SABU VARGHESE “My job is not to predict the future. My job is to prepare for the future” Sabu Varghese learned early on that life can...
JANICE TUFF
Feb 1, 2024










