JAMES STECHLY, PFP®, CFP®, Financial Planner, Investment & Retirement Planning, RBC Financial Planning, Royal Mutual Funds Inc., RBC, Cranbrook, BC
JAMES STECHLY “Specializing in financial planning for the life events that matter most – so that you can be present when they happen to you.” FINANCIAL PLANNER, INVESTMENT, AND RETIREMENT PLANNING Specialist James Stechly knows that life gives us many defining moments. Whether it’s the arrival of a new child, the complexities of managing a loved one’s estate, the purchase of a first home, or getting ready to retire – he knows that l
APRIL POTTER
May 8
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 short term, markets can, and do, move up and down. But, over time there is little to be concerned about for prudent investors with a long-term perspective.“ Why did a wealth management career appeal to you? I love learning about how the brain works, human emotions and behaviour, so I went to university to study psychology. But after a year, know
CARMEN MORGAN
May 8
SARAH MURPHY (CIM), Senior Wealth Advisor, The Murphy Investment Group, CIBC Wood Gundy in Oakville, Ontario
SARAH MURPHY “I create an environment where clients feel at ease and well cared for” Sarah Murphy (CIM), Senior Wealth Advisor for Murphy Investment Group at CIBC Wood Gundy, has built a career focused on helping clients navigate their financial journeys with empathy and expertise. With an engineering background, she pairs sharp analytical skills with a natural talent for connecting and building strong client relationships. In 2001, shortly after graduating from Univer
TAYLOR STRANAGHAN
Apr 10
Andrew L. Lee, CFP, CLU, President, Certified Financial Planner®, Chartered Life Underwriter®, Investment Representative, Aspire Investments & Insurance, Edmonton, AB
ANDREW LEE “Approachable, reasonable, practical, confident financial advice for Canadians.” CERTIFIED FINANCIAL PLANNER® and CHARTERED LIFE UNDERWRITER® Andrew Lee was introduced to financial services by a relative while growing up in rural Alberta. Andrew was born and raised the small town of Barrhead. He now lives in Edmonton, where he is the President of Aspire Investments and Insurance. He has built his career on being approachable and providing financial advice that is
ANNE POTTER
Apr 8
MATT O’TOOLE, CIM®, Investment Advisor, RBC Dominion Securities, Ottawa, Ontario
MATT O’TOOLE “When people have the right guidance – it’s a game changer.” In a world where information and technology are at our fingertips, people today value a personalized wealth management approach built on trust and financial education. With that in mind, Matt O’Toole, Investment Advisor with RBC Dominion Securities in Ottawa, has built a practice that places thoughtful customization over one-size-fits-all efficiency. “Just because there’s a more efficient w
NATALIE NOBLE
Apr 6
CYNDY MORIN, Family Lawyer in Calgary & Founder, Resolve Legal Group & AskJAQQ
CYNDY MORIN & TEAM “Got a Quick Legal Question? AskJAQQ, our innovative online app, launches soon. It gives answers to Quick Legal Questions from verified lawyers and supports domestic violence prevention programs." Ever been at a get-together where people ask you “quick” questions related to your profession? Maybe you’re a hairstylist, a physician, a mechanic. For Cyndy Morin, founder of both Re
NATALIE NOBLE
Apr 1
ANTHONY SACHLAS, Senior Investment Advisor, at BMO Nesbitt Burns Inc., Montreal, Quebec
ANTHONY SACHLAS “Trust is the highest compliment I can receive from a client” Anthony Sachlas, Senior Investment Advisor for BMO Nesbitt Burns, is a seasoned professional with a people-first approach. With over 20 years of experience, he’s built his career on strong relationships, collaboration, and delivering wealth management strategies that go beyond the numbers. In 1998, Anthony began his career at the Bank of Montreal in the discount brokerage divisi
TAYLOR STRANAGHAN
Mar 12
