TAYLOR STRANAGHAN
Jun 2
STEPHANIE BARBER, PFP®, Consultant for IG Wealth Management in Brantford, Waterloo Region & Guelph
STEPHANIE BARBER “I am here to help people navigate the complex financial planning and investment world. I help you identify your goals...
APRIL POTTER
May 24
DAVE SINCLAIR, BBM, CA, CFP, FMA, CIM® Investment Advisor, Sinclair Wealth Management RBC Wealth Mgt
Dave Sinclair, BBM, CPA, CA, CFP, FMA, CIM® Investment Advisor, Sinclair Wealth Management | RBC Wealth Management | RBC Dominion...
TAYLOR STRANAGHAN
May 17
SCOTT WALLACE B.P.E., B.Ed, CFP®, CLU®, CEA, Financial Planner, Sun Life, Edmonton, Alberta
Scott Wallace, B.PE, B.Ed, CFP®, CLU® , CEA Financial Planner, Sun Life “Being a successful Financial Planner is about patience. It’s...
TAYLOR STRANAGHAN
May 15
BROCK BIEBER, CFP®, CIM® Senior Investment Advisor, TD Wealth Private Investment Advice, Winnipeg MB
BROCK BIEBER “My goal is to simplify my clients' financial lives” Brock Bieber, Senior Investment Advisor and Senior Portfolio Manager at...
TAYLOR STRANAGHAN
May 14
JONATHAN LESYK, CFP®, Financial Advisor, Raymond James Ltd in Edmonton, Alberta
JONATHAN LESYK “Offering tailor-made, transparent, and unbiased advice” Jonathan Lesyk (CFP®), Financial Advisor at Raymond James Ltd is...
TAYLOR STRANAGHAN
May 12
LAURA PARADISO, CIM ®, Senior Wealth Advisor and Associate Portfolio Manager, Scotia Wealth Management, Toronto, Ontario
LAURA PARADISO “Integrity means prioritizing transparency and client needs” Laura Paradiso, CIM® , Senior Wealth Advisor & Associate...
TAYLOR STRANAGHAN
May 12
MICHELE SANTOS, PFP®, Senior Financial Advisor, Wellington-Altus Private Wealth in Kamloops, BC
MICHELE SANTOS “Helping you make your money make sense” Michele Santos (PFP®), Senior Financial Advisor at Wellington-Altus Private...