HAL SIMONSON, CFP®, RIAC, MFA-P, Executive Financial Consultant, Simonson Team Private Wealth Management, Sherwood Park, AB
HAL SIMONSON "Everybody knows about the Gates Foundation, the Rockefeller Foundation, but those are all billionaires. Individuals like you and I can do this work, too. The feedback from my clients has been consistent: ‘I didn't know this was possible until you told me h ow." Hal Simonson remembers his grandfather as a brave man who landed on the beaches of Normandy on D-Day. Though he passed away when Hal was young, the idea of living a life of service was embedded in Hal’s
CARMEN MORGAN
Jan 5
JASMINE DAYA, Lawyer & Founder, Jasmine Daya & Co., Toronto, ON, Co-founder Geraci LLP, USA
JASMINE DAYA " I know everyone says this, but the only constant in life is change. We can either embrace change or suffer emotionally, psychologically, and financially. I find my own peace in moving on and making leomonade" As a child, Jasmine Daya pictured herself as a Wall Street banker. Today, as a successful Toronto Personal Injury Lawyer and serial entrepreneur, she has dabbled in everything from commercial real estate to nightclub ownership, and her journey reads lik
CARMEN MORGAN
Jan 4
KIM BEATON, CIM®, RIAC, Wealth Advisor, Portfolio Manager, Scotia Wealth Management, Saint John, New Brunswick
KIM BEATON "When a client finally takes that dream vacation or a widow gains the confidence to manage her own finances or a young professional starts building wealth with intention, these are the moments that are truly rewarding." Kim Beaton remembers the moment she realized wealth management would be much different than her career in economics. “I had a client experiencing personal crises and crying in my office,” says Kim. “It didn’t take long to learn that the numbers and
CARMEN MORGAN
Jan 2
PAUL VORSTADT, CFP®, CIM®, Portfolio Manager, Assante Capital Management Ltd., Greater Toronto Area
PAUL VORSTADT “In Search of a Better Way” Paul Vorstadt is a man on a mission. Since the day he began his career as a Financial Advisor – nearly three decades ago – Paul has made it his purpose to seek better ways to guide his clients towards their financial goals. While innovation is not usually a term associated with the service side of the financial industry, it’s something Paul embraces. Adapting his approach to address ne
JANICE TUFF
Dec 17, 2025
TYLER GRAHAM and DARREN SCRIMGEOUR, Senior Wealth Advisors, RBC Dominion Securities, Stratford, ON
DARREN SCRIMGEOUR and TYLER GRAHAM "Helping clients navigate their financial future" Just over a year ago, Tyler Graham and Darren Scrimgeour , Senior Wealth Advisors at RBC Dominion Securities , started talking about potentially merging their two successful practices. The pair had known each other for many years, and when Darren’s past business partner started talking about a transition into retirement, things became more serious. Tyler an
GARY MILAKOVIC
Nov 6, 2025
SARAH MURPHY (CIM), Senior Wealth Advisor, The Murphy Investment Group, CIBC Wood Gundy in Oakville, Ontario
SARAH MURPHY “I create an environment where clients feel at ease and well cared for” Sarah Murphy (CIM), Senior Wealth Advisor for Murphy Investment Group at CIBC Wood Gundy , has built a career focused on helping clients navigate their financial journeys with empathy and expertise. With an engineering background, she pairs sharp analytical skills with a natural talent for connecting and building strong client relationships. In 2001, shortly after graduating from Unive
TAYLOR STRANAGHAN
Nov 5, 2025
SAM FARIS, CPA, CGA, President, Faris CPA Professional Corporation, Greater Toronto Area, Ontario
SAM FARIS “You cannot be good. You have to be excellent.” There’s no escaping the Canada Revenue Agency (CRA). Tax audits, falling behind on taxes, erroneous filing by an accountant – now, more than ever, the CRA is dialled in and they will catch it. “The CRA has become stricter in their operations and enforcement. Their system has grown more sophisticated,” says Sam Faris, CPA, CGA, and President at Faris CPA Professional Corporation (Faris CPA). “Peopl
NATALIE NOBLE
Oct 15, 2025
