

ROD FRIESEN, CIM®. PFP, Investment Advisor, Cresco Wealth Management, Wellington-Altus Private Wealth, Grande Prairie, Alberta
ROD FRIESEN "Honest, transparent, accountable – and that’s the truth" Rod Friesen, CIM®, PFP, Investment Advisor, at Cresco Wealth...
GARY MILAKOVIC
Feb 4, 2024


ANDREW SUTHERN, CFA® CFP® FCSI® CIM®, Senior Wealth Advisor, IPC Securities, Winnipeg / Calgary
ANDREW SUTHERN "Going over and above for clients and raising the bar for industry" “I am an analytical geek.” This is how Andrew Suthern...
JANICE TUFF
Feb 2, 2024


ANDREW BRADSHAW, CFP®, CIM®, RIAC, MFA-P™, Senior Investment Advisor, iA PrivateWealth
ANDREW BRADSHAW “We value our on-going and evolving relationships and welcome that intergenerational transfer” In a business so...
NATALIE NOBLE
Feb 2, 2024


Laura Fitzsimons, Kaylin Fitzsimons & Tim Leonard, Lifecycle Wealth, Mandeville Private Client Inc. Toronto, ON
KAYLIN FITZSIMONS, TIM LEONARD & LAURA FITZSIMONS “Make More. Keep More. Live More” Together, Lifecycle Wealth and Mandeville Private...
SUZEN FROMSTEIN
Feb 1, 2024


SABU VARGHESE, Senior Wealth Advisor, SV Wealth, Raymond James, Toronto, Ontario
SABU VARGHESE “My job is not to predict the future. My job is to prepare for the future” Sabu Varghese learned early on that life can...
JANICE TUFF
Feb 1, 2024


ALAN TCHABUSHNIG, Senior Wealth Advisor, T Wealth Group, Raymond James Ltd. Waterloo, Ontario
ALAN TCHABUSHNIG "A Steadying Influence" Alan Tchabushnig, Senior Wealth Advisor, Raymond James has always believed that one of a Wealth...
GARY MILAKOVIC
Jan 26, 2024


JODY COENJARTS, Senior Financial Advisor, Coenjarts Wealth Advisory Group, Raymond James, Calgary
JODY COENJARTS "Making it personal – a customized approach to investing" As a young boy growing up in Sarnia, Ontario, Jody Coenjarts was...
JANICE TUFF
Jan 26, 2024










