CLINTON ORR, Senior Wealth Advisor and Senior Portfolio Manager, Canaccord Genuity,Winnipeg, MB.
CLINTON ORR “Being able to help people feel more at ease with their finances is easily the most enjoyable part of this job and, to this...
ELLEN POSNER
Apr 27, 2022
MATT LEBLANC, Regional Director - PLAN. FIN, Capitale-Nationale , QUEBEC, CANADA
Matt Leblanc “Helping a Team of Advisors Do Better For Their Clients, Providing the Keys To a Better Financial Destination.” Regional...
APRIL POTTER
Apr 21, 2022
DAVID KILPATRICK, OWNER/FINANCIAL ADVISOR, KILPATRICK INSURANCE & INVESTMENT SOLUTIONS BURNABY, BC.
DAVID KILPATRICK “Rolling With the Punches” In 2005, David Kilpatrick, owned and operated Santa Fe Marble & Tile. His company installed...
SUZEN FROMSTEIN
Apr 20, 2022
ERIC CHARETTE, CFP®, RRC®, CPCA®, Senior Financial Consultant at IG Wealth Management
ERIC CHARETTE "Keep it simple, hope for the best, but plan for the worst" “Life isn’t all about money.” This may not be the first thing...
JANICE TUFF
Apr 11, 2022
KERRY RIZZO, CFP®, CIM® & Senior Investment Advisor, Harbourfront Wealth Management, London, Ontario
KERRY RIZZO “Investing like it’s the year 2030: putting the client first by working with the most innovative products and practices”...
NATALIE NOBLE
Apr 11, 2022
STEVEN BARTEAUX, CFP, CIM, PFP, Division Director, IG Wealth Management, Halifax, Nova Scotia
STEVEN BARTEAUX "Have a great career, build a successful practice, and feel great about helping people" There’s a well-known saying that...
NATALIE NOBLE
Apr 6, 2022
CORY BODDY, CFA®, CFP® Senior Portfolio Manager, Wellington-Altus Private Counsel Inc. Edmonton, AB
CORY BODDY “Let’s keep everything we do pointed towards the best interests of our clients and change our industry from the inside out.”...
NATALIE NOBLE
Apr 5, 2022
