MICHAEL ANDREWS, CFP, RFP, FCSI, CIM, FEA, Wealth Advisor The Andrews Group of Assante Capital Mgmt.
MICHAEL ANDREWS “I was an introvert and a stutterer, so my ability to be a hardcore salesperson was minimal.” Michael Andrews, CFP®,...
TESSA SMITH
Jan 18, 2023
APRIL DOREY HARTWIG, Senior Wealth Manager at Heart Wealth Management Group, Raymond James Ltd.
APRIL DOREY HARTWIG "Wealth with Heart" It takes the right blend of knowledge and heart to manage someone’s money, and perhaps no one...
KRISTEN CAMPBELL
Jan 18, 2023
DOROTHY-ANNA ORSER, VP and Senior Portfolio Manager, Echelon Wealth Partners
DOROTHY-ANNA ORSER "Informed. Relatable. Guidance.” Dorothy-Anna (D-A) Orser has worked in the financial services industry for over...
SUZEN FROMSTEIN
Jan 18, 2023
JASON PARK, PFP, INVESTMENT ADVISOR, HARBOURFRONT WEALTH MANAGEMENT, VANCOUVER, B.C.
JASON PARK "Catching the Right Waves" Originally hailing from South Korea, Financial Planner Jason Park spent his early years assuming...
KRISTEN CAMPBELL
Jan 4, 2023
LIZ LECKIE, RRC®, IG Wealth Management, Senior Consultant, Georgetown, Ontario
LIZ LECKIE “Success is a team sport.” Liz Leckie, RRC, Senior Consultant, IG Wealth Management, is a person who’s always made a splash....
GARY MILAKOVIC
Jan 4, 2023
STEVEN CARINCI, Senior Wealth Advisor, Foster & Associates Toronto, Ontario
STEVEN CARINCI “A bespoke approach to managing and preserving wealth for the long term” Bespoke. It’s a British term that describes...
JANICE TUFF
Nov 30, 2022
KEVIN BLACK, Vice President Sales, Purpose Investments, Western Region, Canada
KEVIN BLACK "A Man With Purpose" Kevin Black believes in continuous improvement, whether he is partnering with Advisors, coaching hockey,...
JUSTINE COOKE
Nov 23, 2022
