

TANNER MICHALEK, Portfolio Manager, Senior Wealth Advisor, Scotia Wealth Management, Waterloo, ON.
TANNER MICHALEK "Instilling peace of mind through open conversations and understanding risk" Tanner Michalek has always believed in...
JANICE TUFF
Jan 6


CARLO GAGLIARDI, Pl. Fin., CIM Financial Planner | Portfolio Manager, GQ Wealth Management Group with 3Macs, a division of Raymond James Ltd., Montreal, Quebec
CARLO GAGLIARDI “Finding your why is the first step in achieving your goals.” One of the most important questions...
JANICE TUFF
Jan 3


SIMON HALE & MICHAEL HALE, Senior Wealth Advisors, Hale Investment Group, Wellington-Altus Private Wealth, Montreal, Quebec
SIMON HALE and MICHAEL HALE "Quality from the ground up" Simon and Michael Hale are brothers...
GARY MILAKOVIC
Jan 3


JON HELM, CFP ®, Senior Wealth Advisor, Helm Financial, Raymond James, Victoria, British Columbia
JON HELM “Your Legacy is Our Priority” For Jon Helm , there is no higher calling than helping...
TAYLOR STRANAGHAN
Jan 3


KELLI COSTIGAN, CIM, CSP, MD Private Investment Counsel Portfolio Manager, MD Financial Management
KELLI COSTIGAN "Building relationships with a genuine curiosity" Few things motivate Kelli...
GARY MILAKOVIC
Jan 2


LAKSHMI PILLAI, PFP®, Senior Investment Advisor, Manulife Wealth, in Oakville, Ontario
LAKSHMI PILLAI “The goal is to empower clients with the knowledge to...
TAYLOR STRANAGHAN
Jan 2


THERESA MCARTHUR, Senior Investment Advisor at CIBC Wood Gundy, Dartmouth, Nova Scotia
THERESA MCARTHUR "Building Connections through Decades of Experience" With a wealth of experience gained...
GARY MILAKOVIC
Jan 2