
EVAN RIDDELL, BSc, CFP® , RRC; Wealth & Investment Advisor, Riddell Wealth Management, Richardson Wealth, Victoria, BC
EVAN RIDDELL “There’s nothing more gratifying than showing a client that the...
CARMEN MORGAN
Feb 24


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...
TAYLOR STRANAGHAN
Feb 23


SARAH MURPHY (CIM), Senior Wealth Advisor, The Murphy Investment Group, CIBC Wood Gundy in Oakville, Ontario
SARAH MURPHY “I create an environment where clients feel at ease and well cared for” Sarah Murphy (CIM), Senior Wealth Advisor for...
TAYLOR STRANAGHAN
Feb 22


ROBERT J. OGLOFF, CFP®, CPCA, Financial Planner, Sun Life, in Grand Forks, BC
ROBERT OGLOFF “Success isn’t just about financial outcomes - it’s about gratitude...
TAYLOR STRANAGHAN
Feb 21


Andrew L. Lee, CFP, CLU, President, Certified Financial Planner®, Chartered Life Underwriter®, Investment Representative, Aspire Investments & Insurance, Edmonton, AB
ANDREW LEE “Approachable, reasonable, practical, confident financial advice for Canadians.” CERTIFIED FINANCIAL PLANNER® and CHARTERED...
ANNE POTTER
Feb 17


RYAN LEWENZA, CFA®, CMT®, Senior Financial Advisor & Portfolio Manager, Turner Investments, Toronto
RYAN LEWENZA “The Future at Your Fingertips” Ryan Lewenza is a Senior Financial...
JANICE TUFF
Feb 4


MATTHEW STEWART, MBA, CIM®, Senior Wealth Advisor, Portfolio Manager, Scotia Wealth Management, Toronto, Ontario
MATTHEW STEWART “Canada is a safe, secure, trustworthy place to invest money. Our number one...
CARMEN MORGAN
Jan 28