

MARK WHEATON, SENIOR FINANCIAL AND ESTATE PLANNING ADVISOR ASSANTE WEALTH MANAGEMENT, Pembroke, ON
MARK WHEATON "Karma and Creating Happy Clients" There's a little something known as the...
MICHELLE GROSSMAN
Dec 27, 2019


CHRIS J. ANDERSON BEd, BSc, CHS, CFP®, CIM® INVESTMENT ADVISOR at HARBOURFRONT WEALTH MANAGEMENT
CHRIS J. ANDERSON “Combining a philosophy of unbiased advice with an unwavering commitment to delivering...
SUZEN FROMSTEIN
Dec 19, 2019


JULIE LAFERRIERE, H. B Comm, CHS Business Development Manager, FINANCIAL HORIZONS GROUP, Sudbury, On
JULIE LAFERRIERE “The Importance of Managing Risk” “The failure to manage risk can have...
SUZEN FROMSTEIN
Nov 15, 2019


GEORGE FIOTAKIS, CFP, Certified Financial Planner, Investment Planning Counsel Toronto, Ontario
GEORGE FIOTAKIS “Rethinking Retirement Planning” Most people think of retirement and investment...
Suzen Fromstein
Nov 13, 2019


DOREEN (DEE) GREGSON, CLU, CH.F.C., CFP®, Gregson Insurance, The Co-operators, N. Vancouver, BC
DOREEN (DEE) GREGSON, CLU, CH.F.C., CFP® “Two Score & Ten More” – 40 years on… When I asked...
Suzen Fromstein
Nov 6, 2019


MICK JACKSON, BRANCH MANAGER, ASSANTE CAPITAL MANAGEMENT LTD. SARNIA, ONTARIO, CANADA
MICK JACKSON "It's a Family Affair" Family values are...
Suzen Fromstein
Oct 16, 2019


AARON UI, CFP, FOUNDER of AU FINANCIAL GROUP Financial Solutions. Professionals & Business Owners
AARON UI “Financial Advice with...
Suzen Fromstein
Oct 9, 2019










