

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


BROOKE DEAN, CFP, RRC, TEP, Investors Group Financial Services Inc. "Holistic. Intergenerationa
BROOKE DEAN Brooke Dean is a highly trained, experienced, financial professional. She was born and raised in Calgary and is a...
Suzen Fromstein
Sep 17, 2019


TRACY BECHARD, CFP, CPCA,EPC, RRC Senior Financial Consultant at Investors Group Financial Services
TRACY BECHARD Jigsaw puzzles can have thousands of pieces. It is easy to get frustrated or discouraged when things don’t come together...
Suzen Fromstein
Sep 4, 2019










