

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


JOHN MOAKLER, CFP, CLU, Financial Planner & Bestselling Author, "Heal Thy Wealth®"
JOHN MOAKLER Financial planning exclusively for Doctors, Dentists, and Business Owners. Speaker, bestselling author of Heal Thy Wealth®...
SUZEN FROMSTEIN
Oct 4, 2021


NOAH BELCHER, ,CIM®, CFP®, FCSl®, Investment Advisor, iA Private Wealth, Belcher Wealth Mgmt.
Noah Belcher, BBA, CIM®, CFP®, FCSl®, Director, Private Client Group, Investment Advisor, iA Private Wealth and Insurance Advisor,...
NATALIE NOBLE
Sep 30, 2021










