TRACEY CURTIS, CFP®, CIM®,FEA™, Wealth Advisor, Investment Advisor, Richardson Wealth
TRACEY CURTIS “I’ve always been driven to help people, and that’s just who I am.” There’s a theory that people often exhibit the tendency...
NATALIE NOBLE
Jun 8, 2022
BRAD GROSS, CIM, Senior Wealth Advisor, Wellington-Altus Private Wealth, Swift Current, Saskatchewan
BRAD GROSS "Stability and integrity" For some clients, building a financial plan is stressful. They see market instability, and fear what...
GARY MILAKOVIC
May 23, 2022
KIAN ZARKECHVARI, Division Director, IG Wealth Management, Investors Group Financial Services.
Kian Zarkechvari, Division Director, IG Wealth Management, Halifax. Investors Group Financial Services Inc. "Taking a Big Bite Out of...
SUZEN FROMSTEIN
May 4, 2022
YOSEF ROSENZWEIG, FOUNDER & CEO, EXECUTIVE FLIGHTS
YOSEF ROSENZWEIG "DO YOU FLY BUSINESS CLASS? MEET EXECUTIVE FLIGHTS" CEO AND EXECUTIVE FLIGHTS FOUNDER Yosef Rosenzweig says it’s no...
APRIL POTTER
May 3, 2022
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
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
