TAYLOR STRANAGHAN
- May 14
JONATHAN LESYK, CFP®, Financial Advisor, Raymond James Ltd in Edmonton, Alberta
JONATHAN LESYK “Offering tailor-made, transparent, and unbiased advice” Jonathan Lesyk (CFP®), Financial Advisor at Raymond James Ltd is...
TAYLOR STRANAGHAN
- May 13
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...
TAYLOR STRANAGHAN
- May 12
LAURA PARADISO, CIM ®, Senior Wealth Advisor and Associate Portfolio Manager, Scotia Wealth Management, Toronto, Ontario
LAURA PARADISO “Integrity means prioritizing transparency and client needs” Laura Paradiso, CIM® , Senior Wealth Advisor & Associate...
TAYLOR STRANAGHAN
- May 12
MICHELE SANTOS, PFP®, Senior Financial Advisor, Wellington-Altus Private Wealth in Kamloops, BC
MICHELE SANTOS “Helping you make your money make sense” Michele Santos (PFP®), Senior Financial Advisor at Wellington-Altus Private...
GARY MILAKOVIC
- May 11
KEN DOW, CFP®, CIMA, Managing Partner, The Dow Group - Raymond James USA, Chicago, Illinois
KEN DOW "A solid structure is the key to longevity" Ken Dow, CFP®, CIMA, The Dow Group - Raymond James USA is a unique figure in his...
KATE BAGGOTT
- May 10
Chicago's MICHAEL K. SMITH, MANAGING PARTNER, INSIGHT FINANCIAL PARTNERS
MICHAEL K. SMITH "From Financial Literacy to Financial Wellness: A Conversation with Michael K. Smith" Michael K. Smith does not believe...
TAYLOR STRANAGHAN
- May 10
GEOFF FUNKE, BSc, BA, FEA, Senior Wealth Advisor, Scotia Wealth Management, Surrey, BC
GEOFF FUNKE “I've always been a proponent for giving back and engaging in philanthropic endeavours” Step into the world of Geoff Funke,...