

JAMES STECHLY, PFP®, CFP®, Financial Planner, Investment & Retirement Planning, RBC Financial Planning, Royal Mutual Funds Inc., RBC, Cranbrook, BC
JAMES STECHLY “Specializing in financial planning for the life events that matter most – so...
APRIL POTTER
Jun 30


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...
JANICE TUFF
Jun 30


DAVID KILPATRICK, QAFP, OWNER/FINANCIAL ADVISOR, KILPATRICK INSURANCE & INVESTMENT SOLUTIONS, KINGSTON, ONTARIO
DAVID KILPATRICK “Rolling With the Punches” In 2005, David Kilpatrick , owned and...
SUZEN FROMSTEIN
Jun 24


MARY ELLEN BYRNE, CFP®, CIM®, Senior Wealth Advisor, Portfolio Manager, Richardson Wealth, Mary Ellen Byrne Wealth Management, Halifax, NS
MARY ELLEN BYRNE “Pre-retirement is probably what I love most. Walking people through this very transitional period is emotional, it’s...
CARMEN MORGAN
Jun 12


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 -...
GARY MILAKOVIC
Jun 11


SPENCER VERMETTE, CFP®, Investment Advisor, Wellington-Altus Private Wealth, Winnipeg, Manitoba
SPENCER VERMETTE "Rising star shares how being a female in the Investment Industry is a career more women should choose" Spencer Vermette, CFP ®, Investment Advisor at Wellington-Altus Private Wealth stands as a vibrant force reshaping the financial landscape. With a pioneering approach, she navigates the industry, drawing from her experience of being mentored by high-performing women, coupled with her advocacy for inclusiv
TAYLOR STRANAGHAN
Jun 6


CHICAGO'S CHARLES (CHUCK) NEWLAND, FOUNDER, CHARLES T. NEWLAND & ASSOCIATES
CHARLES (CHUCK) NEWLAND "Experienced, Quality & Caring Legal Representation for Over 30...
Suzen Fromstein
May 30










