DANY GUILLEMETTE, CIM®, Investment Advisor, CIBC Wood Gundy, Québec, QC
DANY GUILLEMETTE Matching words with action Dany Guillemette, CIM® , Investment Advisor, CIBC Wood Gundy , has been in the financial services industry for nearly 30 years, and in that time has learned a lot about finance and people. He’s passionate about expanding financial literacy and focused on superior client service. When you meet Dany, the first thing you’re struck by is what a skilled communicator he is. It’s effortless; and
GARY MILAKOVIC
Dec 10, 2025
RALPH SACCO , RRC, Executive Consultant, IG Wealth Management, Sacco & Associates. St Catharines, ON
RALPH SACCO “Understanding the forces that drive markets and influence decision-making at the highest levels is what initially drew me to the investment world. It’s not just about numbers—it's about interpreting the signals, anticipating shifts and helping others navigate complexity to build lasting value." With 36 years of experience in the financial services industry, Ralph Sacco, Executive Consultant with IG Wealth Management , has navigated some of the most significant m
CARMEN MORGAN
Nov 20, 2025
SATVIR GILL, Senior Wealth Advisor, The Gill Group, ScotiaMcLeod®, a division of Scotia Capital Inc., Scotia Wealth Management, Langley, British Columbia
SATVIR GILL Satvir Gill , a seasoned Senior Wealth Advisor for The Gill Group at Scotia Wealth Management , traces the roots of his financial journey back to childhood, a journey shaped by family responsibility, curiosity, and a deep desire to help others succeed financially. Growing up in Northern British Columbia as the child of immigrant parents, Satvir took on early responsibility for managing his family’s finances. This experience was more than just balancing numbers. I
TAYLOR STRANAGHAN
Nov 11, 2025
TYLER GRAHAM and DARREN SCRIMGEOUR, Senior Wealth Advisors, RBC Dominion Securities, Stratford, ON
DARREN SCRIMGEOUR and TYLER GRAHAM "Helping clients navigate their financial future" Just over a year ago, Tyler Graham and Darren Scrimgeour , Senior Wealth Advisors at RBC Dominion Securities , started talking about potentially merging their two successful practices. The pair had known each other for many years, and when Darren’s past business partner started talking about a transition into retirement, things became more serious. Tyler an
GARY MILAKOVIC
Nov 6, 2025
SARAH MURPHY (CIM), Senior Wealth Advisor, The Murphy Investment Group, CIBC Wood Gundy in Oakville, Ontario
SARAH MURPHY “I create an environment where clients feel at ease and well cared for” Sarah Murphy (CIM), Senior Wealth Advisor for Murphy Investment Group at CIBC Wood Gundy , has built a career focused on helping clients navigate their financial journeys with empathy and expertise. With an engineering background, she pairs sharp analytical skills with a natural talent for connecting and building strong client relationships. In 2001, shortly after graduating from Unive
TAYLOR STRANAGHAN
Nov 5, 2025
SAM FARIS, CPA, CGA, President, Faris CPA Professional Corporation, Greater Toronto Area, Ontario
SAM FARIS “You cannot be good. You have to be excellent.” There’s no escaping the Canada Revenue Agency (CRA). Tax audits, falling behind on taxes, erroneous filing by an accountant – now, more than ever, the CRA is dialled in and they will catch it. “The CRA has become stricter in their operations and enforcement. Their system has grown more sophisticated,” says Sam Faris, CPA, CGA, and President at Faris CPA Professional Corporation (Faris CPA). “Peopl
NATALIE NOBLE
Oct 14, 2025
ANTHONY SACHLAS, Senior Investment Advisor, at BMO Nesbitt Burns Inc., Montreal, Quebec
ANTHONY SACHLAS “Trust is the highest compliment I can receive from a client” Anthony Sachlas, Senior Investment Advisor for BMO Nesbitt Burns , is a seasoned professional with a people-first approach. With over 20 years of experience, he’s built his career on strong relationships, collaboration, and delivering wealth management strategies that go beyond the numbers. In 1998, Anthony began his career at the Bank of Montreal in the discount brokerage divis
TAYLOR STRANAGHAN
Oct 13, 2025
