

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


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










