NATALIE NOBLE
- Feb 28
MITCHELL ROSENBERG, CIM®, Portfolio Manager, Rosenberg Wealth Management, Raymond James Ltd.
MITCHELL ROSENBERG CIM® "The Art of Portfolio Management and Strategic Investment" Mitchell Rosenberg, Portfolio Manager with Rosenberg...
JANICE TUFF
- Feb 10
DEAN BRADSHAW, Senior Investment Advisor, Cresco Wealth Management,Wellington-Altus Private Wealth
DEAN BRADSHAW “Building wealth goes beyond simply investing” Long before Dean Bradshaw began his career in wealth management, he planned...
NATALIE NOBLE
- Feb 8
AMANDA TRIAN, CFA®, Associate Investment Advisor, Trian Private Wealth - iA PrivateWealth
AMANDA TRIAN "Maximizing Every Moment, Embracing Each Opportunity, and Honouring the Responsibility in Growing Clients’ Wealth" In life,...
SUZEN FROMSTEIN
- Feb 4
SHERRY WATTY, PFA™ FINANCIAL ADVISOR / OWNER, THE CO-OPERATORS - WATTY INSURANCE SERVICES
SHERRY WATTY “Taking Responsibility & Doing What Is Right for Customers” Sherry Watty is a “Lifer” and has spent her entire career in the...
SUZEN FROMSTEIN
- Feb 4
DOUG RIDING, B.A., CFP®, FMA, FCSI, SENIOR INVESTMENT ADVISOR IPC SECURITIES CORP. GEORGETOWN, ON
DOUG RIDING “Doing the Math” With a degree in Economics from the University of Toronto, augmented by 10+ years working in a family-owned...
SUZEN FROMSTEIN
- Feb 2
MICHAEL CHERSEY, Wealth Management Advisor at Assante Financial Management Ltd. Integrity Financial
MICHAEL CHERSEY “Tell It Like It Is” Nike’s successful “Just Do It” campaign emphasizes a personal commitment to do the right thing....
APRIL POTTER
- Feb 2
David Harris, CFP® CIM® Portfolio Manager, Green Private Wealth, Harbourfront Wealth Management
DAVID HARRIS “Financial security comes with prudent investing, financial planning, and risk management” Portfolio Manager and Private...
