CYNDY MORIN, Family Lawyer in Calgary & Founder, Resolve Legal Group & AskJAQQ
CYNDY MORIN & TEAM “Got a Quick Legal Question? AskJAQQ, our innovative online app, launches soon. It gives answers to Quick Legal Questions from verified lawyers and supports domestic violence prevention programs." Ever been at a get-together where people ask you “quick” questions related to your profession? Maybe you’re a hairstylist, a physician, a mechanic. For Cyndy Morin, founder of both Re
NATALIE NOBLE
Apr 1
CHRISTOPHER OUIMET, CFA, CFP®, Portfolio Manager, Montgomery Ouimet Wealth Management of RBC Dominion Securities Inc., Ottawa, ON
CHRISTOPHER OUIMET “Clients don’t outgrow our process; we grow with them.” In an ever-changing financial landscape , keeping track of its many moving parts can be daunting. Christopher (Chris) Ouimet CFA, CFP®, and Portfolio Manager with Montgomery Ouimet Wealth Management of RBC Dominion Securities , removes that burden, delivering clarity, structure, and intergenerational strategy to even the most complex financial lives. “I take satisfaction in helping c
NATALIE NOBLE
Mar 26
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
