

DAVID KILPATRICK, QAFP, OWNER/FINANCIAL ADVISOR, KILPATRICK INSURANCE & INVESTMENT SOLUTIONS, KINGSTON, ONTARIO
DAVID KILPATRICK “Rolling With the Punches” In 2005, David Kilpatrick , owned and...
SUZEN FROMSTEIN
Jun 24, 2025


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...
CARMEN MORGAN
Jun 12, 2025


KEN DOW, CFP®, CIMA, Managing Partner, The Dow Group - Raymond James USA, Chicago, Illinois
KEN DOW "A solid structure is the key to longevity" Ken Dow, CFP®, CIMA, The Dow Group -...
GARY MILAKOVIC
Jun 11, 2025


SPENCER VERMETTE, CFP®, Investment Advisor, Wellington-Altus Private Wealth, Winnipeg, Manitoba
SPENCER VERMETTE "Rising star shares how being a female in the Investment Industry is a career more women should choose" Spencer Vermette, CFP ®, Investment Advisor at Wellington-Altus Private Wealth stands as a vibrant force reshaping the financial landscape. With a pioneering approach, she navigates the industry, drawing from her experience of being mentored by high-performing women, coupled with her advocacy for inclusiv
TAYLOR STRANAGHAN
Jun 6, 2025


CHICAGO'S CHARLES (CHUCK) NEWLAND, FOUNDER, CHARLES T. NEWLAND & ASSOCIATES
CHARLES (CHUCK) NEWLAND "Experienced, Quality & Caring Legal Representation for Over 30...
Suzen Fromstein
May 30, 2025


CHRIS MARTIN, CIM, FEA, at Friesen Capital Management with Richardson Wealth, Calgary, Alberta
CHRIS MARTIN “Our professional network brings absolute clarity to any challenge, ...
NATALIE NOBLE
May 21, 2025


Chicago's MICHAEL K. SMITH, MANAGING PARTNER, INSIGHT FINANCIAL PARTNERS
MICHAEL K. SMITH "From Financial Literacy to Financial Wellness: A...
KATE BAGGOTT
May 19, 2025










