

BRENDA WILKINS, B. COM., CFP®, FMA, CIM, FCSI, FINANCIAL CONSULTANT, IG WEALTH MANAGEMENT
BRENDA WILKINS “The ‘Sheldon’ and ‘Penny’ (Big Bang Theory) Hats of Financial Planning “ CERTIFIED FINANCIAL PLANNER® professional,...
SUZEN FROMSTEIN
Jan 12, 2022


CHARLINA WESTBYE, CONSULTANT, IG WEALTH MANAGEMENT, INVESTORS GROUP FINANCIAL SERVICES INC.
CHARLINA WESTBYE “Can We Just Talk?” “Fighting over family assets is usually about far more than that. Money is often how we keep a tally...
Suzen Fromstein
Jan 12, 2022


PIERRE LACASSE, Owner Senior Financial Advisor CFP®, Y.K. Financial Brokers Ltd.
PIERRE LACASSE “Helping clients, their loved ones, and the organizations they care about to create and preserve wealth in a prudent, tax...
APRIL POTTER
Jan 12, 2022


SARA HALSTEAD, CFP®, CLU®, RRC®, Senior Financial Consultant at IG Wealth Management, Winnipeg, MB
SARA HALSTEAD “We are all investors; investing does not have to be risky or extremely sophisticated.” Consultant Sara Halstead has been...
APRIL POTTER
Jan 11, 2022


TONY MIELE, CFP, CPCA, RRC, DIVISION DIRECTOR INVESTORS GROUP
TONY MIELE "Evolving from Transaction to Transformation" Investment planners and their clients work together for decades. Tony Miele who...
KATE BAGGOTT
Jan 7, 2022


JASON HARE, CFP®, H.Bsc., OD and President and Founder of Cornerstone Wealth Planning
JASON HARE Jason Hare, CFP, H.Bsc., OD and President and Founder of Cornerstone Wealth Planning, understands that the financial world can...
ELLEN POSNER
Dec 22, 2021


SARAH BRILLINGER, Senior Branch Manager, Raymond James Ltd. in Ottawa, Ontario
SARAH BRILLINGER “Making the world better, one Advisor at a time” Sarah Brillinger is determined to make...
JANICE TUFF
Nov 18, 2021










