

PIERRE LACASSE, Owner Senior Financial Advisor CFP®, Y.K. Financial Brokers Ltd.
PIERRE LACASSE “Helping clients, their loved ones, and the organizations they care about to create and preserve wealth in a prudent, tax...
APRIL POTTER
Jan 12, 2022


SARA HALSTEAD, CFP®, CLU®, RRC®, Senior Financial Consultant at IG Wealth Management, Winnipeg, MB
SARA HALSTEAD “We are all investors; investing does not have to be risky or extremely sophisticated.” Consultant Sara Halstead has been...
APRIL POTTER
Jan 11, 2022


JAKE LEE, CFP®, Financial Consultant, IG Wealth Management, Vancouver, B.C.
JAKE LEE "Helping clients become wealthy and protect it." After nearly 15 years in wealth management and financial planning, Jake Lee,...
NATALIE NOBLE
Jan 7, 2022


TONY MIELE, CFP, CPCA, RRC, DIVISION DIRECTOR INVESTORS GROUP
TONY MIELE "Evolving from Transaction to Transformation" Investment planners and their clients work together for decades. Tony Miele who...
KATE BAGGOTT
Jan 7, 2022


JASON HARE, CFP®, H.Bsc., OD and President and Founder of Cornerstone Wealth Planning
JASON HARE Jason Hare, CFP, H.Bsc., OD and President and Founder of Cornerstone Wealth Planning, understands that the financial world can...
ELLEN POSNER
Dec 22, 2021


SARAH BRILLINGER, Senior Branch Manager, Raymond James Ltd. in Ottawa, Ontario
SARAH BRILLINGER “Making the world better, one Advisor at a time” Sarah Brillinger is determined to make...
JANICE TUFF
Nov 18, 2021


JOEL WELCH, CFP® & Regional Director, IG Wealth Management, Dartmouth, Nova Scotia, Canada
JOEL WELCH "Making a Difference" Service and leadership are values that were instilled in Joel Welch, CFP & Regional Director, IG Wealth...
GARY MILAKOVIC
Oct 28, 2021










