KAREN E. SHEA, CIM®, FMA, CIWM, Senior Wealth Advisor & Portfolio Manager, CIBC Wood Gundy, Ottawa, Ontario
KAREN SHEA "Making People a Priority" Since 1997, Karen Shea, Senior Wealth Advisor, Shea Wealth Advisory, CIBC Wood Gundy , has been helping clients manage wealth a little differently: she starts by caring. She asks a lot of questions because she knows that it’s the only way to build a strong and lasting relationship with clients. “You have to understand their story,” Karen said. “You need to know who they are and where they’v
GARY MILAKOVIC
Feb 2
JENIFFER TRETINA NELSON, Senior Investment Advisor, TD Wealth Private Investment Advice, Belleville, ON
JENIFFER TRETINA NELSON “I once had a client visit my office after her husband died suddenly, and ask if she was going to be eating cat food,” says Jennifer. “Assisting people with their financial security, or helping them navigate complex life transitions with confidence and dignity is a large part of this work.” Jennifer Tretina Nelson’s introduction to wealth planning came at the age of 18 when she read David Chilton’s The Wealthy Barber. “My mom gave it to me, and I was
CARMEN MORGAN
Feb 2
NAINESH KOTAK, Disability and Personal Injury Lawyer - Kotak Law
NAINESH KOTAK "They’re not listening, they’re misconstruing my words, they’re pestering me, they’re denying my claim" "We hear this a lot from people regarding their disability Insurance companies. We are here to speak on their behalf, and it brings much needed relief to our clients” Since 1994, a disability and personal injury lawyer, Nainesh Kotak, has been representing clients who need their voices heard when it comes to disability insurance. He is a Lexpert-ranked lawy
CARMEN MORGAN
Feb 1
PAUL LANDRY, CPA, CA, MBA, Vice President, Business Acquisition at Richardson Wealth, Calgary, Alberta
PAUL LANDRY “I’ve built superb relationships with incredible wealth management teams; that’s the most rewarding chapter of my career.” When people come together around aligned values and goals, careers don’t just grow, they transform. Paul Landry, CPA, CA, MBA, Vice President, Business Acquisition at Richardson Wealth knows this well because he sees it every time an Advisor team joins the exclusive independent firm. “I’m fortunate to have one of the best jobs in the indu
NATALIE NOBLE
Jan 29
RALPH SACCO , RRC, Executive Consultant, IG Wealth Management, Sacco & Associates. St Catharines, ON
RALPH SACCO “Understanding the forces that drive markets and influence decision-making at the highest levels is what initially drew me to the investment world. It’s not just about numbers—it's about interpreting the signals, anticipating shifts and helping others navigate complexity to build lasting value." With 36 years of experience in the financial services industry, Ralph Sacco, Executive Consultant with IG Wealth Management , has navigated some of the most significant m
CARMEN MORGAN
Jan 28
IRENE VASSALO, BA, CFP®, CEA, EPC, RRC, Principal, Vassalo & Associates, IG Private Wealth Management, Kitchener, ON, IG Wealth Management Inc., Mutual Fund Division
IRENE VASSALO "We don’t just manage investments… we act as navigators, confidantes, and strategic partners in good times and hard times." What comes to mind when you hear the word “legacy”? Is it merely financial: what money or property you leave behind in your will? Or is it something more meaningful, something with lasting impact? The desire to leave a lasting impact is the everyday driving force behind Irene Vassalo and her team at Vassalo & Associates Private Wealth Man
CARMEN MORGAN
Jan 27
LAKSHMI PILLAI, PFP®, Senior Investment Advisor, Manulife Wealth, in Oakville, Ontario
LAKSHMI PILLAI “The goal is to empower clients with the knowledge to make more informed financial choices” Lakshmi Pillai, Senior Investment Advisor for Manulife Wealth based in Oakville, Ontario, offers a distinctive blend of passion and expertise. On a mission to make financial planning more accessible, Lakshmi's career goes beyond a mere profession as she dedicates her efforts to offering informed choices,
TAYLOR STRANAGHAN
Jan 22
