

SHERRY BLAMEY CFP®,CIM®,FCSI® Investment Advisor,iA Private Wealth Greenhaven Private Wealth Counsel
Sherry Blamey - CFP®, CIM®, FCSI® Investment Advisor at iA Private Greenhaven Private Wealth Counsel Vancouver, British Columbia "Black,...
SUZEN FROMSTEIN
Jan 5, 2024


DOUG WARKENTIN, CFP, FCSI®, Senior Wealth Manager, Aligned Capital Partners, Winnipeg, Manitoba
Doug Warkentin, CFP, FCSI®, Senior Investment Advisor, Warkentin Group Private Wealth Management of Aligned Capital Partners Inc.,...
JANICE TUFF
Jan 5, 2024


TRACY LIEW, M.Sc., CFP®, CIM®, Investment Advisor & Financial Planner–BMO Nesbitt Burns, Calgary AB.
TRACY LIEW "Providing freedom of choice and finding the very best solutions" Tracy Liew has always had a passion for finance. While the...
JANICE TUFF
Jan 4, 2024


DAVID DICKSON, CFP, RRC, Regional Vice-President, IG Wealth Management, Peterborough, Ontario
DAVID DICKSON “I think the main difference between our industry and many others is that ours is still growing every single day,” said...
GARY MILAKOVIC
Jan 4, 2024


MOEZ KASSAM, Chief Investment Officer, Co-Founder, Anson Funds, Toronto, ON.
MOEZ KASSAM Moez Kassam is recognized within Canada’s financial sector as a successful investor, and entrepreneur. He is the co-founder...
ELLEN POSNER
Jan 3, 2024


LYLE LANGLOIS, Senior Investment Advisor, Langlois Brown Wealth Management, Vancouver
LYLE LANGLOIS Lyle began his career in finance in 1986 with Great Pacific Management, an independent Wealth Management firm in Vancouver,...
ELLEN POSNER
Dec 29, 2023


MICHAEL LEBLANC, CIM®, FCSI®, AIFP™, Sr. Portfolio Manager The LeBlanc Group, Canaccord Genuity Corp
MICHAEL LEBLANC “Connect with us and simplify your financial life.” Director, Wealth Mamagement and Senior Portfolio Manager, CIM, AIFP,...
APRIL POTTER
Dec 12, 2023










