

MELISSA PEREMAN, CFP, CLU, EPC, RRC, Senior Wealth Advisor, IG Wealth Management, Surrey, B.C.
MELISSA PEREMAN "The right Advisor can make all the difference" Melissa Pereman, CFP, CLU, Senior Wealth Advisor, IG Wealth Management...
GARY MILAKOVIC
Mar 5, 2023


SUSAN MALLIN, CFP®, CIM®, Financial Planner and Associate Portfolio Manager, Watt Carmichael Inc.
SUSAN MALLIN "Focused on Doing the Right Thing" It’s often said, money makes the world go round. But how can people make sure their money...
NATALIE NOBLE
Feb 23, 2023


Charlie Conron, Chief Technology Officer, Life Design Analysis Inc., London, Ont.
CHARLIE CONRON “Forward-thinking solutions to help Life Insurance Advisors increase sales, save time and automate compliance.” CHIEF...
APRIL POTTER
Feb 21, 2023


MITCHELL ROSENBERG, CIM®, Portfolio Manager, Rosenberg Wealth Management, Raymond James Ltd.
MITCHELL ROSENBERG CIM® "The Art of Portfolio Management and Strategic Investment" Mitchell Rosenberg, Portfolio Manager with Rosenberg...
NATALIE NOBLE
Feb 17, 2023


MILOS PEJOVIC & PETAR PEJOVIC, Senior Portfolio Managers with Wellington-Altus Private Wealth
PETAR PEJOVIC & MILOS PEJOVIC "There’s no substitute for hard work" Milos Pejovic & Petar Pejovic understand the power of money from two...
GARY MILAKOVIC
Feb 17, 2023


MATT MCCLURE, CFP®, Senior Financial Consultant, IG Wealth Management, Orangeville, Ontario
MATT MCCLURE Elevating Client Service: A Balance of Big Picture Planning and Intricate Technical Expertise Matt McClure, CFP® and Senior...
NATALIE NOBLE
Feb 17, 2023


MARC SABOURIN, CFP®, CIM®, Senior Wealth Advisor, Harbourfront Wealth Management
MARC SABOURIN “Shining a spotlight on financial education and reaching your retirement goals” Marc Sabourin loves lightbulb moments....
JANICE TUFF
Feb 15, 2023










