THOMAS LUCCIONI, CIM®, RIS, Financial Consultant and Investment Advisor, IG Wealth Management, Montreal, QC
THOMAS LUCCIONI "In mountains, when you're blocked in freezing wind, you have to wait and wait and cannot do anything until it passes," he says. "Then it clears, and you continue. But you have to be patient. Don't look at others, look at you. Follow your path and be proactive. This is maybe the most important, truthful path I help my clients along.” Thomas Luccioni watched as his vehicle slid toward the cars lined up behind him, next to a 500-meter precipice in the Alps. The
CARMEN MORGAN
Jan 8
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 planning for the “what-ifs” in life. In fact, when he asked for a briefcase for Christmas – as a five-year-old – he may have been thinking, even then, “what if I grow up to be an Investment Advisor?” He did get the briefcase for Christmas. And many years later, he did indeed enter the financial industry. Tanner is a Senior Wealth Advisor and
JANICE TUFF
Jan 7
CHANTAL BARRIAULT-CRAIG, Senior Consultant, IG Wealth Management Inc., Barrie, ON
CHANTAL BARRIAULT-CRAIG “We Are People First” How Chantal Barriault-Craig Builds Financial Plans That Reflect Lives, Not Just Numbers " “Financial plans can be so generalized , and they shouldn’t be. We are people first, not numbers.” That principle is at the heart of how Chantal Barriault-Craig approaches wealth advising. Before talking about investments or tax strategies, she begins with stories—about your
CARMEN MORGAN
Jan 7
PAIGE MACLEAN, CPCA®, CIMA®, AIFP™, CIM® Senior Wealth Advisor, Portfolio Manager, Scotia Wealth Management™ ScotiaMcLeod®, division of Scotia Capital Inc. Maclean Rychlo Financial Group, Markham, ON
PAIGE MACLEAN “Look beyond the noise – life’s defining moments deserve a partnership built on trust and expertise. Make financial decisions with confidence.” SENIOR WEALTH ADVISOR, Paige Maclean , and her business partner, Nick Rychlo , have worked together for more than 17 years. The practice they’ve built is driven by a team approach, with a focus on empowering clients. As a team, Paige and Nick are interchangeable, once you’ve become a client, e
APRIL POTTER
Jan 6
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 law
CARMEN MORGAN
Jan 6
SCOTT GALLACHER, PFP®, Investment Advisor at RBC Dominion Securities, Greater Toronto Area.
SCOTT GALLACHER “Diving into goals, understanding what truly matters, and helping families build financial security.” Building a successful career that’s more than just a job, where the impacts resonate throughout clients’ lives and match personal values takes both strategy and heart. Scott Gallacher, PFP® , Investment Advisor, and Financial Planner at RBC Dominion Securities in Leaside, Ont., has consistently combined the two in his practice that empowers people, simplifi
NATALIE NOBLE
Jan 5
AHMAD BAKHSHAI, CFA®, CFP®, TEP, FEA, CLU, FCSI®, and FP Canada™ Fellow; Associate Vice-President, Advanced Wealth Planning, Wellington-Altus, Toronto, ON.
AHMAD BAKHSHAI “The combined whole is so much greater than the sum of the parts.” Driven by his desire to leave a meaningful and enduring legacy, Ahmad Bakhshai , CFA®, CFP®, TEP, FEA, CLU, FCSI®, and FP Canada™ Fellow; Associate Vice- President of Advanced Wealth Planning at Wellington-Altus , has built a career focused on helping others thrive over the long term. Peter F. Drucker, the “Father of Modern Management,” wrote, “Efficiency is doing things right; effectiv
NATALIE NOBLE
Jan 5
