PAUL LANDRY, CPA, CA, MBA, Vice President, Business Acquisition at Richardson Wealth, Calgary, Alberta
PAUL LANDRY “I’ve built superb relationships with incredible wealth management teams; that’s the most rewarding chapter of my career.” When people come together around aligned values and goals, careers don’t just grow, they transform. Paul Landry, CPA, CA, MBA, Vice President, Business Acquisition at Richardson Wealth knows this well because he sees it every time an Advisor team joins the exclusive independent firm. “I’m fortunate to have one of the best jobs in the indu
NATALIE NOBLE
Jan 29
RALPH SACCO , RRC, Executive Consultant, IG Wealth Management, Sacco & Associates. St Catharines, ON
RALPH SACCO “Understanding the forces that drive markets and influence decision-making at the highest levels is what initially drew me to the investment world. It’s not just about numbers—it's about interpreting the signals, anticipating shifts and helping others navigate complexity to build lasting value." With 36 years of experience in the financial services industry, Ralph Sacco, Executive Consultant with IG Wealth Management , has navigated some of the most significant m
CARMEN MORGAN
Jan 28
IRENE VASSALO, BA, CFP®, CEA, EPC, RRC, Principal, Vassalo & Associates, IG Private Wealth Management, Kitchener, ON, IG Wealth Management Inc., Mutual Fund Division
IRENE VASSALO "We don’t just manage investments… we act as navigators, confidantes, and strategic partners in good times and hard times." What comes to mind when you hear the word “legacy”? Is it merely financial: what money or property you leave behind in your will? Or is it something more meaningful, something with lasting impact? The desire to leave a lasting impact is the everyday driving force behind Irene Vassalo and her team at Vassalo & Associates Private Wealth Man
CARMEN MORGAN
Jan 27
LAKSHMI PILLAI, PFP®, Senior Investment Advisor, Manulife Wealth, in Oakville, Ontario
LAKSHMI PILLAI “The goal is to empower clients with the knowledge to make more informed financial choices” Lakshmi Pillai, Senior Investment Advisor for Manulife Wealth based in Oakville, Ontario, offers a distinctive blend of passion and expertise. On a mission to make financial planning more accessible, Lakshmi's career goes beyond a mere profession as she dedicates her efforts to offering informed choices,
TAYLOR STRANAGHAN
Jan 22
SATVIR GILL, Senior Wealth Advisor, The Gill Group, ScotiaMcLeod®, a division of Scotia Capital Inc., Scotia Wealth Management, Langley, British Columbia
SATVIR GILL Satvir Gill , a seasoned Senior Wealth Advisor for The Gill Group at Scotia Wealth Management , traces the roots of his financial journey back to childhood, a journey shaped by family responsibility, curiosity, and a deep desire to help others succeed financially. Growing up in Northern British Columbia as the child of immigrant parents, Satvir took on early responsibility for managing his family’s finances. This experience was more than just balancing numbers. I
TAYLOR STRANAGHAN
Jan 22
KELLY LINDSEY, CIM®, CFP®, FCSI®, FMA; Portfolio Manager, Okanagan Wealth Management, Raymond James, Penticton, B.C.
KELLY LINDSEY “There’s nothing more fun than making money grow.” Community trust isn’t established overnight. It’s earned, year over year, conversation by conversation. For Kelly Lindsey, CIM®, CFP®, FCSI®, FMA , that trust is reflected with pride on display in her office: five Best Financial Advisor awards from the Best of Penticton Awards , each representing a community vote of confidence she’s built over her 25-year career. “I’ve been
NATALIE NOBLE
Jan 22
ANTHONY SACHLAS, Senior Investment Advisor, at BMO Nesbitt Burns Inc., Montreal, Quebec
ANTHONY SACHLAS “Trust is the highest compliment I can receive from a client” Anthony Sachlas, Senior Investment Advisor for BMO Nesbitt Burns , is a seasoned professional with a people-first approach. With over 20 years of experience, he’s built his career on strong relationships, collaboration, and delivering wealth management strategies that go beyond the numbers. In 1998, Anthony began his career at the Bank of Montreal in the discount brokerage divis
TAYLOR STRANAGHAN
Jan 22
