

BROCK BIEBER, CFP®, CIM® Senior Investment Advisor, TD Wealth Private Investment Advice, Winnipeg MB
BROCK BIEBER “My goal is to simplify my clients' financial lives” Brock Bieber, Senior Investment...
TAYLOR STRANAGHAN
Mar 11


MARC TRENT, B.A., M.B.A., J.D., PARTNER, TRENT LAW FIRM P.C.
MARC TRENT "Results-driven, client centric, Legacy law firm in the...
Suzen Fromstein
Mar 7


JULIA BENSON CFP® CIM®, Wealth Advisor, ScotiaMcLeod, Calgary, Alberta
JULIA BENSON "Carving my own path: My personal journey to embrace diversity and conquer self-doubt"...
TAYLOR STRANAGHAN
Mar 7


CHARISSA CUMMINGS CFP®, EPC, Senior Wealth Advisor, Servus Wealth Strategies, Aviso Wealth, Red Deer, AB
CHARISSA CUMMINGS “Going above and beyond for clients is business as usual” If Charissa Cummings hadn’t become a...
JANICE TUFF
Mar 6


KEN DOW, CFP®, CIMA, Managing Partner, The Dow Group - Raymond James USA, Chicago, Illinois
KEN DOW "A solid structure is the key to longevity" Ken Dow, CFP®, CIMA, The Dow Group -...
GARY MILAKOVIC
Mar 5


Aditya Sharma, Senior Wealth Advisor, Sharma Wealth | Partners, IG Wealth Management, Montreal, Quebec
ADITYA SHARMA ”Ninety-nine percent of Canadians and Americans don’t know what they have in their investment portfolio, and this...
CARMEN MORGAN
Mar 5


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,...
GARY MILAKOVIC
Mar 4