

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


DANIEL PELTZ, CFP®, CIM®, Wealth Advisor, IG Wealth Management, Toronto, Ontario
DANIEL PELTZ "Applying a natural passion for wealth management and financial planning to make the best impact on the lives of...
NATALIE NOBLE
Sep 29, 2021


ERIC LACHANCE, H.B. Comm, RRC, CFP®, Executive Financial Consultant at IG Private Wealth Mgmt.
ERIC LACHANCE, H.B. Comm, RRC, CFP "Effecting Positive Change on People’s Lives" When it comes to financial planning and wealth...
NATALIE NOBLE
Sep 24, 2021










