

RALPH SACCO , RRC, Executive Consultant, IG Wealth Management, Sacco & Associates. St Catharines, ON
RALPH SACCO “Understanding the forces that drive markets and influence decision-making at the highest levels is what initially drew me to...
CARMEN MORGAN
Jun 16


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


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


CHRIS MARTIN, CIM, FEA, at Friesen Capital Management with Richardson Wealth, Calgary, Alberta
CHRIS MARTIN “Our professional network brings absolute clarity to any challenge, ...
NATALIE NOBLE
May 21


Chicago's MICHAEL K. SMITH, MANAGING PARTNER, INSIGHT FINANCIAL PARTNERS
MICHAEL K. SMITH "From Financial Literacy to Financial Wellness: A...
KATE BAGGOTT
May 19


KEVIN OSER, CIM®, Senior Investment Advisor, iA Private Wealth, Vancouver, BC
KEVIN OSER “We can all feel uncomfortable when markets decline and it can be easy to forget to look back at history. In the...
CARMEN MORGAN
May 15