BAM SIDHU, CFP ®, CEO and Founder of Aerie Insurance Solutions in Abbotsford, BC
BAM SIDHU “People don’t plan to fail; they fail to plan” Bam Sidhu (CFP® ), CEO and Founder of Aerie Insurance Solutions in Abbotsford, BC emphasizes the importance of building trust in his client relationships. Believing that “without trust, the relationship will fail,” he prioritizes open communication and genuine connections. Reflecting back to the early days of his career, back in 1988, Bam recalls answering a blind ad in the newspape
TAYLOR STRANAGHAN
Feb 20
MARY ELLEN BYRNE, CFP®, CIM®, Senior Wealth Advisor, Portfolio Manager, Richardson Wealth, Mary Ellen Byrne Wealth Management, Halifax, NS
MARY ELLEN BYRNE “Pre-retirement is probably what I love most. Walking people through this very transitional period is emotional, it’s psychological. There is so much in life we can’t know, but this is one life-changing event you can plan for." "The service industry was a great introduction to life, and learning how to communicate with all different personalities," says Mary Ellen Byrne . She learned skills that have been central to her success in her career as a Portfolio
CARMEN MORGAN
Feb 18
CLAUDIA WEISSER, Senior Investment Advisor, B.Comm, FMA, CIM®, Assante Capital, Management Ltd. Dorval, Quebec
CLAUDIA WEISSER "Challenges are just opportunities in disguise" Claudia Weisser, B.Comm, FMA, CIM, Senior Financial Advisor, Assante Capital Management Ltd., has always been passionate about numbers. She did her Bachelor of Commerce in Germany, and following University, she seriously considered becoming an accountant. It didn’t take long for her to realize that accounting really wasn’t for her. After al
GARY MILAKOVIC
Feb 5
DAVID KILPATRICK, QAFP, OWNER/FINANCIAL ADVISOR, KILPATRICK INSURANCE & INVESTMENT SOLUTIONS, KINGSTON, ONTARIO
DAVID KILPATRICK “Rolling With the Punches” In 2005, David Kilpatrick, owned and operated Santa Fe Marble & Tile. His company installed all of the lower mainland Home Depot marble and tile. David decided to transition into real estate/house flipping. In 2007, he moved to Kelowna, obtained his real estate license, and joined Royal LePage. It looked like his plans were ready to come to fruition. But, as we all know, life is o
SUZEN FROMSTEIN
Feb 4
MOUFID (MJ) JARJOUR, P.Eng, CIM®, CKA®, Portfolio Manager, Activate Wealth, Designed Securities Ltd. Calgary, Alberta
MOUFID (MJ) JARJOUR, “True financial success isn’t measured by accumulation, but by how we steward our time, talents, and treasures to transform lives, strengthen communities, and inspire future generations.” Meet Moufid (MJ) Jarjour, the Visionary-Integrator behind Activate Wealth, who's solving the $124 trillion wealth transfer challenge, starting with millennials. Where traditional wealth management meets generational innovation, Moufid is quietly revolutionizing how famil
CARMEN MORGAN
Feb 4
KAREN E. SHEA, CIM®, FMA, CIWM, Senior Wealth Advisor & Portfolio Manager, CIBC Wood Gundy, Ottawa, Ontario
KAREN SHEA "Making People a Priority" Since 1997, Karen Shea, Senior Wealth Advisor, Shea Wealth Advisory, CIBC Wood Gundy , has been helping clients manage wealth a little differently: she starts by caring. She asks a lot of questions because she knows that it’s the only way to build a strong and lasting relationship with clients. “You have to understand their story,” Karen said. “You need to know who they are and where they’v
GARY MILAKOVIC
Feb 2
JENIFFER TRETINA NELSON, Senior Investment Advisor, TD Wealth Private Investment Advice, Belleville, ON
JENIFFER TRETINA NELSON “I once had a client visit my office after her husband died suddenly, and ask if she was going to be eating cat food,” says Jennifer. “Assisting people with their financial security, or helping them navigate complex life transitions with confidence and dignity is a large part of this work.” Jennifer Tretina Nelson’s introduction to wealth planning came at the age of 18 when she read David Chilton’s The Wealthy Barber. “My mom gave it to me, and I was
CARMEN MORGAN
Feb 2
