PAUL VORSTADT, CFP®, CIM®, Portfolio Manager, Assante Capital Management Ltd., Greater Toronto Area
PAUL VORSTADT “In Search of a Better Way” Paul Vorstadt is a man on a mission. Since the day he began his career as a Financial Advisor – nearly three decades ago – Paul has made it his purpose to seek better ways to guide his clients towards their financial goals. While innovation is not usually a term associated with the service side of the financial industry, it’s something Paul embraces. Adapting his approach to address ne
JANICE TUFF
Dec 17, 2025
TRIXIE ROWEIN, Financial Advisor & Senior Portfolio Manager, Raymond James, Edmonton, AB
TRIXIE ROWEIN "I genuinely believe that a multi-generational team brings greater value—not just for us as Financial Advisors, but for our clients as well. It shows them that across generations, there’s a strong, capable team ready to support them and their families through every stage of life." A painting of a vibrant owl is center of attention in Trixie Rowein’s downtown Edmonton office. The feathers appear almost backlit, its face an image of surety. "I had a young woman
CARMEN MORGAN
Dec 15, 2025
DANY GUILLEMETTE, CIM®, Investment Advisor, CIBC Wood Gundy, Québec, QC
DANY GUILLEMETTE Matching words with action Dany Guillemette, CIM® , Investment Advisor, CIBC Wood Gundy , has been in the financial services industry for nearly 30 years, and in that time has learned a lot about finance and people. He’s passionate about expanding financial literacy and focused on superior client service. When you meet Dany, the first thing you’re struck by is what a skilled communicator he is. It’s effortless; and
GARY MILAKOVIC
Dec 10, 2025
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
Nov 20, 2025
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
Nov 11, 2025
TYLER GRAHAM and DARREN SCRIMGEOUR, Senior Wealth Advisors, RBC Dominion Securities, Stratford, ON
DARREN SCRIMGEOUR and TYLER GRAHAM "Helping clients navigate their financial future" Just over a year ago, Tyler Graham and Darren Scrimgeour , Senior Wealth Advisors at RBC Dominion Securities , started talking about potentially merging their two successful practices. The pair had known each other for many years, and when Darren’s past business partner started talking about a transition into retirement, things became more serious. Tyler an
GARY MILAKOVIC
Nov 6, 2025
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 Murphy Investment Group at CIBC Wood Gundy , has built a career focused on helping clients navigate their financial journeys with empathy and expertise. With an engineering background, she pairs sharp analytical skills with a natural talent for connecting and building strong client relationships. In 2001, shortly after graduating from Unive
TAYLOR STRANAGHAN
Nov 5, 2025
