

JAYDATT BHATT, CFP®, Financial Planner for Sun Life, President, Jay Insurance & Financial Services Ltd. Edmonton, Alberta
JAYDATT BHATT “Bringing value to clients is at the forefront of our decision-making” Jaydatt Bhatt, CFP® , has built a distinctive...
TAYLOR STRANAGHAN
Apr 29


SHARON MOFFAT, CEA, EPC, Certified Executor Advisor, Amethyst Estate Management Inc, Red Deer, Alberta
SHARON MOFFAT “On her good days, we didn’t want to talk about her dying, and on her bad days, we...
CARMEN MORGAN
Apr 23


EVAN INGLIS, CFP®, Wealth Advisor, IG Wealth Management in Calgary, Alberta
EVAN INGLIS “I want people to demand more from the financial professionals...
TAYLOR STRANAGHAN
Apr 15


LARRY LAW, OWNER/FOUNDER LIVING WATER RESORTS & LIVING STONE GOLF RESORTS
LARRY LAW Just two hours or so north of the Toronto core , the Collingwood area has become a home away from home for those seeking a...
DAVE GORDON
Apr 15


Rafael Tirado, Yannik Lalonde et Étienne d’Alcantara, conseillers principaux en gestion de patrimoine, Scotia McLeod, Montréal, QC
Yannik Lalonde, Étienne d’Alcantara et Rafael Tirado "Aucun raccourci sur le chemin de la réussite" Rafael Tirado...
GARY MILAKOVIC
Apr 7


PAUL VORSTADT, CFP®, CIM®, Portfolio Manager, Assante Capital Management Ltd., Greater Toronto Area
PAUL VORSTADT “In Search of a Better Way” Paul Vorstadt is a man on a mission. Since...
JANICE TUFF
Mar 26


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 ...
TAYLOR STRANAGHAN
Mar 18










