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 11
MARY ELLEN BYRNE, CFP®, CIM®, Senior Wealth Advisor, Portfolio Manager, Richardson Wealth, Mary Ellen Byrne Wealth Management, Halifax, NS
MARY ELLEN BYRNE “Pre-retirement is probably what I love most. Walking people through this very transitional period is emotional, it’s psychological. There is so much in life we can’t know, but this is one life-changing event you can plan for." "The service industry was a great introduction to life, and learning how to communicate with all different personalities," says Mary Ellen Byrne . She learned skills that have been central to her success in her career as a Portfolio
CARMEN MORGAN
Feb 18
ANGELA ODDO, Hon. B.Sc, MBA, CFP®, CFDS, Financial Planner, Fiducia Financial Solutions Inc. Regina, SK
ANGELA ODDO "Moving Forward" When you first meet Angela Oddo, Hon. B.Sc, MBA, CFP®, CFDS, of Fiducia Financial Solutions Inc., there are a few things you’ll notice immediately. First, you’ll notice her passion for life and everything in it. She loves her work, meeting people, throwing herself deeply into every problem and finding a solution, and being a changemak
GARY MILAKOVIC
Feb 5
CLAUDIA WEISSER, Senior Investment Advisor, B.Comm, FMA, CIM®, Assante Capital, Management Ltd. Dorval, Quebec
CLAUDIA WEISSER "Challenges are just opportunities in disguise" Claudia Weisser, B.Comm, FMA, CIM, Senior Financial Advisor, Assante Capital Management Ltd., has always been passionate about numbers. She did her Bachelor of Commerce in Germany, and following University, she seriously considered becoming an accountant. It didn’t take long for her to realize that accounting really wasn’t for her. After al
GARY MILAKOVIC
Feb 5
