MARK-HENRY CHAU, CIM®, Senior Investment Advisor, Portfolio Manager, TD Wealth Private Investment Advice, in Pointe-Claire, Montreal, Quebec
MARK-HENRY CHAU “Navigating Financial Objectives with Care” Mark-Henry Chau, CIM® brings a caring and genuine approach to wealth management. With a focus on personalized service and transparent communication, Mark aims to build lasting relationships based on trust and integrity, ensuring clients navigate their financial journeys with confidence. “My career began in 2008 when I was working in retail while studying business at Concordia
TAYLOR STRANAGHAN
Oct 8
JASMINE DAYA, Lawyer & Founder, Jasmine Daya & Co., Toronto, ON, Co-founder Geraci LLP, USA
JASMINE DAYA " I know everyone says this, but the only constant in life is change. We can either embrace change or suffer emotionally, psychologically, and financially. I find my own peace in moving on and making leomonade" As a child, Jasmine Daya pictured herself as a Wall Street banker. Today, as a successful Toronto Personal Injury Lawyer and serial entrepreneur, she has dabbled in everything from commercial real estate to nightclub ownership, and her journey reads lik
CARMEN MORGAN
Oct 7
KAREN E. SHEA, CIM®, FMA, CIWM, Senior Wealth Advisor & Portfolio Manager, CIBC Wood Gundy, Ottawa, Ontario
KAREN SHEA "Making People a Priority" Since 1997, Karen Shea, Senior Wealth Advisor, Shea Wealth Advisory, CIBC Wood Gundy , has been helping clients manage wealth a little differently: she starts by caring. She asks a lot of questions because she knows that it’s the only way to build a strong and lasting relationship with clients. “You have to understand their story,” Karen said. “You need to know who they are and where they’v
GARY MILAKOVIC
Oct 6
CARL ACHKAR, CIM, FCSI, Portfolio Manager, Senior Investment Advisor, iA Private Wealth, Oakville / Mississauga, ON
CARL ACHKAR "Leadership isn't about arriving, it's about showing up, every single day, ready to go to battle for the people who depend on...
CARMEN MORGAN
Oct 3
LARRY LAW, CEO & Founder Living Water Resorts, Collingwood, Ontario
LARRY LAW “ We touch hundreds of thousands guests lives every year, and extend goodwill to our local community. This isn’t a job, it’s a way of life, and it’s important to us that guests come here and feel inspired.” In an industry notorious for high turnover and transactional relationships, Larry Law has built something extraordinary in Collingwood, Ontario—a resort that operates more like a loving family than a corporate enterprise. Living Water R
CARMEN MORGAN
Oct 2
NAINESH KOTAK, Disability and Personal Injury Lawyer - Kotak Law
NAINESH KOTAK "They’re not listening, they’re misconstruing my words, they’re pestering me, they’re denying my claim" "We hear this a lot from people regarding their disability Insurance companies. We are here to speak on their behalf, and it brings much needed relief to our clients” Since 1994, a disability and personal injury lawyer, Nainesh Kotak , has been representing clients who need their voices heard when it comes to disability insurance. He is a Lexpert-ranked law
CARMEN MORGAN
Sep 30
RUSSELL CHEW, ANTHONY CHOW, and MARLEY SNOW, Senior Investment Advisors, VSI Wealth, TD Wealth Private Investment Advice, Vancouver, BC
Marley Snow, Russell Chew, and Anthony Chow "Helping clients live the life they envision" Russell Chew,...
GARY MILAKOVIC
Sep 14
